Client Service Customer
Resume:
Donna Windham
Metro Atlanta GA *****
**************@*****.***
OBJECTIVE
To secure a position as a Research (Check Reconciliation) / Client Care Specialist in the delivery of client satisfaction. I possess exceptional communication, organization, and strong analytical skills. My attention to detail and problem-solving enables effective client service coordination and planning.
KNOWLEDGE AND SKILLS
Cash Application/Check Reconciliation: Extensive experience in client service, fostering strong relationships through effective networking, communication, and support processes while ensuring accurate allocation of incoming payments to customer accounts and outstanding invoices.
Pivot Tables & VLOOKUP: Proficient in data analysis and reporting such as Pivot Tables and VLOOKUP to efficiently organize, analyze, and extract key insights from large datasets.
Research: Extensive experience in analyzing and resolving financial disbursements, conducting inquiries, and troubleshooting issues, ensuring accuracy and timely resolution of discrepancies.
Systematic Approaches: Proficient in utilizing a system for tracking financial transactions, information gathering, resolving client issues, and report writing.
Client Care & Relationships: Exceptional proficiency in client care and organizational expectations, ensuring excellent service delivery and satisfaction while effectively building and maintaining strong relationships with client service team members and organizations.
Documentation Management: Maintained accurate documentation of services provided, ensuring compliance with regulations and policies.
Verbal and Written Communication: Excellent verbal and written communication skills, enabling effective collaboration with clients, organizations, and interdisciplinary teams.
Attention to Detail: Meticulous attention to detail, ensuring accuracy in task planning, documentation, record keeping, and report writing.
Microsoft Office Suite: Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
EXPERIENCE
Country Financial, Alpharetta, GA 2024 to present
Billing Specialist
Handling a high volume of calls, communicate with clients via phone, to deliver a best-in-class client experience by resolving matters related to client experience by resolving matters related to client services and/or billing. Examples include coverage, quotes, policy changes, processing payments, reinstatement requests, and policy change impacts to premium.
Complete calculations and transactions accurately to make policy changes more of a policy coverage and or collection of premiums from clients based on underwriting, accounting, and billing services guidelines for best practices.
Enter communication records and other data into various company's system by information transfer to the financial representative call center management trending report or other organization areas.
Perform a variety of functions involved with material handling, packaging, applying correct labels, confirming part identity by comparing details, receiving, assembling and storage of parts, materials, and products.
Functions may include preparing parts/materials for shipment, pack material, verifying materials and quantities, maintaining inventory, verifying stock counts, moving parts and materials to proper areas.
Operate a variety of motorized and hand powered material handling and semi-automated/automated packaging equipment as well as scales, postage meters, conveyor systems.
Perform work from printed work order copies as well as various other written and verbal instructions.
Ability to use computer terminals and maintain records for shipping, receiving, unloading trucks.
Assurant, Atlanta, GA 2012 to 2023
Research Specialist – Check Reconciliation
Conducted comprehensive research and analysis for check reconciliation, and resolved disbursements, ensuring accuracy and timely resolution of issues.
Conducted financial transactions, report reviews, and phone inquiries, promptly and efficiently addressing client concerns.
Performed monetary transactional tasks, including posting deposits, balancing wire disbursements, sending wire disbursements, and initiating stop-pay requests.
Collaborated with cross-functional teams to investigate and resolve check-related issues, maintaining effective networks, communication, and supportive processes that encouraged relationship-building and connecting resources to clients.
Utilized systematic processes to track, gather information, and troubleshoot issues raised by clients/clients and insurance companies in a timely manner.
Resolved persistent problems, demonstrating strong problem-solving skills, and taking appropriate actions.
Developed and implemented process improvements, enhancing efficiency, and reducing errors.
Generated reports and presented findings to management, contributing to data-driven decisions.
Customer Care Specialist 2005-2012
Handled inbound and outbound calls from clients regarding hazard insurance concerns, mortgage banking and property loss claims.
Processed insurance claims, empathetically providing support and explanations of processes and procedures, and performed mortgage banking updates to client accounts.
Provided exceptional client care, addressing inquiries, resolving complaints, and ensuring client satisfaction, creating cohesive networks, processes, relationships, and client resources.
Researched and resolve accounts payable discrepancies.
Processed home equity line of credit loans
Utilized strong communication skills to convey complex information clearly and concisely.
Demonstrated effective problem-solving skills to address client issues promptly and efficiently.
Maintained accurate and detailed client records, ensuring timely and accurate follow-up.
EDUCATION
Jackson State University, Jackson, MS
BS Degree in Art Education
REFERENCES
Available upon request
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