Billing and finance associate

Matthew S. Towns

443-***-**** *******@*******.***

Education

BACHELOR OF SCIENCE 2003 FROSTBURG STATE UNIVERSITY

Major: Business Management with a focus in Human Resources

Summary

Experienced business professional that possesses a rich background in diverse positions. Proven track record of managing and supporting major projects, improving regulatory compliance, and enriching client experience and relationships. Capable of leading and working within teams, developing and providing training, and implementing solutions to both internal and external clients. Strong skills in service consultative services, workflow coordination and operational issue resolutions.

College Savings Specialist 2022-2025

-T.Rowe Price Associates

Series 6/SIE/Series 63 License

Assist clients through complex phone, email, and other inquiries regarding the most technically advanced company products, services, and procedures

Process or coordinate workflow for transactions or other operational activities. Researches and resolves operational or client issues. Identifies trends in client issues and proposes and implements solutions.

Builds, maintains, and enhances client relationships through consultative service interactions. Works directly with clients to identify and assess the client’s/prospect's needs. May provide information to clients on products and services. Acts on opportunities to create value and solutions.

Assists more junior staff in applying established departmental and regulatory guidelines when handling client requests and ensures broad and consistent application.

Stays abreast of department regulatory needs and responsibilities through training classes, seminars

NEW BUSINESS MANAGER 2015 – 2020

-BALTIMORE LIFE INSURANCE COMPANIES

Managed the implementation of major projects in the department which help reduce processing time by 33%

Managed the team to improve our federal/state regulations to be within standard.

AGENT RELATIONS CALL CENTER MANAGER 2015 – 2020

-BALTIMORE LIFE INSURANCE COMPANIES

Collaborated with senior management to increase agent efficiency before, during, and after the sales process.

Generated schedules, reports, and various data to improve overall call center efficiency.

Created a training manual for current and new employees.

BILLING & COLLECTIONS MANAGER 2013-2020

-BALTIMORE LIFE INSURANCE COMPANIES

Built training and workflow processes

Created metrics for senior management

Reduced unallocated funds to an all-time low

BILLING AND COLLECTIONS SENIOR ASSOCIATE 2009-2013

-BALTIMORE LIFE INSURANCE COMPANIES

Built reports identifying the incoming flow of premium funds

Processed check, credit card, wire funds incoming and outgoing

Research of funds and identifying where those funds should be allocated. .

Skills & Abilities

MANAGEMENT

Projects – R.K Tongue(support the management of a 3rd party company providing business from unionized workers), ImageRight (Worflow Functionality), Cisco, Jet90(Project to create an online application that automates New Business applications)

LEADERSHIP

Soccer Coach – Westminster Soccer Association 2020-2021

Created B.L.A.S.T (Bringing Learning and Solutions Together) program.

An employee program for those who wanted to grow both vertically and horizontally.

Managed 4 depts out of 7 that made up of the largest department in Baltimore Life

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