Disability Claims Customer Service

EG Emily Gregory

Jasper, AL ***** (***) *** - ***9 **********@******.***

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PROFESSIONAL

SUMMARY

Results-driven professional skilled in researching legal case information and preparing necessary correspondence with strong understanding of legal terminology and processes. Adept in maintaining confidential records and client information. Pleasantly assists attorneys in preparing for trials and other legal proceedings.

SKILLS Communication, active listening

and analytical problem-solving

skills. Enhances customer

experiences by employing

service-oriented behaviors,

understanding customer desires

and providing customized

solutions to build loyalty. Results-

driven professional focused on

delivering exceptional support for

customer needs. Successfully

manages concerns and resolves

conflicts to maximize customer

satisfaction. Offers strong

background in customer relations

and communication.

Fast Learner

Scheduling/Planning Microsoft Office

File Organization Legal Document Preparation

Client Communication Calendar Management

Interviewing Clients Legal Research

Client Support Task Prioritization

Office Management

WORK HISTORY LEGAL ASSISTANT 07/2023 to 04/2024

Wettermark Keith Law Firm LLC Birmingham, AL

Responsible for providing administrative support to organization's disability claims department; including, scheduling appointments, answering phone calls/emails as well as maintaining accurate records of disability claims Responsible for assisting with Case Managers with completing paperwork related to their disability claims; including, gathering information about veteran's medical history, military service, and other relevant documents Responsible for communicating with veterans and their families to provide updates on status of their claims, answer questions and provide guidance on their disability claim process

Responsible for maintaining confidentiality of veterans' personal and medical information

Responsible for staying up-to-date with changes to regulations and policies related to disability claims to ensure claims are processed accurately and efficiently.

DAIRY MANAGER/ASSISTANT STORE 01/2013 to 06/2023

Gateway Foodland Corporation

Managed and trained staff in dairy department, ensuring product quality and customer satisfaction

Implemented inventory control procedures to minimize waste and maximize profits

Collaborated with vendors to negotiate pricing and promotions for dairy products

Proficient in cash handling, including counting, sorting, and balancing multiple transactions daily

Efficiently processed customer transactions, including deposits, withdrawals, and account inquiries

Provided exceptional customer service, resolving issues and answering inquiries in a timely manner.

TELLER 09/2010 to 01/2013

APCO Employees Credit Union Birmingham, AL

Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow

Maintained friendly and professional customer interactions Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates

Processed customer transactions promptly, minimizing wait times. BANK TELLER 06/2006 to 09/2010

BBVA Compass Jasper, AL

Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience. Balanced cash drawers accurately at end of each shift, minimizing discrepancies in financial records.

Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.

Processed customer transactions promptly, minimizing wait times. Resolved customer issues promptly, fostering positive relationships between bank and its clients.

Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service. Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.

Counted and packaged currency and coins.

Provided exceptional customer service, resulting in increased client retention and loyalty.

Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.

Reconciled cash drawer and resolved discrepancies. Educated customers on use of banking website and mobile apps. Provided customer records, account statements and copies of checks. Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.

Contributed to welcoming branch environment by maintaining clean and organized workspace for both staff members and customers alike. Educated customers on banking products, enabling them to make informed decisions about their finances.

Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Logged cashier's checks and other transactions to maintain accurate account records.

Turned in excess cash to maintain drawer security. Audited fellow teller currency to contribute to dual-control procedures. Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures. Increased efficiency within teller line by sharing best practices among colleagues, leading to shorter wait times for customers. Processed loan payments accurately, contributing to overall efficiency of branch operations.

Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.

Assisted customers with compromised debit cards and issued new credentials.

Enhanced branch sales through cross-selling bank products and services to customers.

Wrote and distributed customer correspondence.

Processed applications for new accounts.

Generated monthly reports on customer activity and customer feedback. Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Calculated fees due, interest and change for customer transactions. Trained new hires on customer service policies and procedures. Received loan and utility payments, sending funds to correct destinations. Performed account maintenance by closing out accounts and changing customer addresses.

Arranged monies received in cash boxes and coin dispensers according to denomination.

Established rapport with new clients to increase satisfaction and loyalty. Executed wire transfers, stop payments and account transfers. Monitored and verified suspicious activity on customer accounts. Cross-sold credit cards, loans and other bank products. Referred customers to other banking departments for specialized services. Processed wide variety of retail banking transactions for personal and commercial customers.

Handled various accounting transactions.

Educated customers on online banking and mobile banking applications. Counted, verified and handled bank deposits and armored car transactions.

Assisted customers with banking needs and inquiries. Maintained friendly and professional customer interactions. Followed up on customer complaints and provided solutions to enhance customer satisfaction.

Identified sales opportunities and referred customers to branch partners in financial services.

Assisted with training of new tellers on policies and procedures. Monitored and reported suspicious activity in line with bank security policies.

Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.

Maintained accurate records of customer transactions in line with bank procedures.

Served as primary point of contact for customers, providing assistance with account maintenance and transactions.

Disbursed cash and checks accurately while maintaining security of cash drawers.

Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.

Prepared regular reports on transaction data for management review, assisting in identification of potential areas for improvement. Streamlined teller operations for better workflow by implementing time-management strategies.

Sold and cross-sold bank products to new and existing customers. Removed mutilated currency from circulation.

Participated in ongoing professional development programs offered by bank, staying up-to-date with industry trends and enhancing job performance.

Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.

Assisted customers in opening new accounts, facilitating smooth on-boarding process for new clients.

Placed orders for customer checks and verified starting numbers. EDUCATION High School Diploma

Curry High School, Jasper, AL

Curry High School.

ADDITIONAL

INFORMATION

Responsible for providing administrative support to the organization's disability claims department; including, scheduling appointments, answering phone calls/emails as well, as maintaining accurate records of disability claims., Responsible for assisting with Case Managers with completing paperwork related to their disability claims; including, gathering information about the veteran's medical history, military service, and other relevant documents., Responsible for communicating with the veterans and their families to provide updates on the status of their claims, answer questions an provide guidance on their disability claim process., Responsible for maintaining the confidentiality of veterans' personal and medical information., Responsible for staying up-to-date with changes to regulations and policies related to disability claims to ensure the claims are processed accurately and efficiently.

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