Customer Service & Claims Specialist Professional
Resume:
SUMMARY
Hardworking and reliable with strong ability in Customer Service, high adaptability and good with deadlines. Highly organized, proactive and punctual with team-oriented mentality. SKILLS
Documentation review
Settlement determinations
Customer service and support
Customer service
Administrative support
Problem resolution
Communications
EXPERIENCE
Claims Specialist
Phoenix, AZ
Charles Schwab/ Mar 2004 to Sep 2019
Oversaw regulatory laws to ensure accuracy of Brokerage claims. Acted as intermediary between Brokerage firms, Advisors, and customers, including heavy research and assessing information to determine validity of claims. Used analytical skills and customer service knowledge to establish productive working relationships with other business partners within the company and outside brokerage firms.
Investigated and analyzed to improve timeliness of resolution of claims to customers & firm.
Delivered exceptional customer service to all clients by effectively communicating information and actively listening to concerns.
Uploaded documentation and reports to corporate database system, to facilitate smooth claims processing.
Earned reputation for good attendance and hard work. Improved operations by working with team members and customers to find workable solutions.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Cross-trained, to support office needs.
Provided excellent service and attention to customers through phone conversations and email.
Answered average of 70 calls per day to answer customer questions. Improved customer satisfaction by finding creative solutions to problems. EDUCATION AND TRAINING
High School Diploma
Barry Goldwater Jun 2018
Phoenix
M
Sandra
Miller
******.****@*****.**
m
Phoenix, AZ 85304
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