Experience

Backflow Solutions, Inc. (BSI Online)

• United States
• Environmental Quality Programs
• 1 - 100 Employee

• Account Manager at Backflow Solutions, Inc. (BSI Online)

  • Jan 2022 - Present

• Mail Reseach Specialist

  • Jan 2020 - Present



BSI Online

• Business Development Associate

  • Feb 2015 - Jan 2020

  Deal directly with the Municipalities to maintain their cross connection program. Resolve customer complaints via phone, email, mail, or social media. Use telephones to reach out to customers and verify account information. Greet customers warmly and ascertain problem or reason for calling. Provides timely feedback to the company regarding service failures or customer concerns. Partners with the sales team to meet and exceed customer’s service expectations. Deal directly with the Municipalities to maintain their cross connection program. Resolve customer complaints via phone, email, mail, or social media. Use telephones to reach out to customers and verify account information. Greet customers warmly and ascertain problem or reason for calling. Provides timely feedback to the company regarding service failures or customer concerns. Partners with the sales team to meet and exceed customer’s service expectations.



Great West Financial

• Rancho Cordova CA

• Plan Account Coordinator

  • Aug 2011 - Mar 2013

  Process all work related to participant Required Minimum Distributions, installments, data converts, withdrawals and terminations on the record-keeping systems. Process all transfers to and from Brokerage Providers. Complete Special Handle Mail forms, 1099R change forms, Stop Pay/Void/Inactive Check forms and Manual Check requests on database, as needed, to ensure timely delivery of participant checks. Represent the Transactions Team as a SME in meetings or assist with projects/testing. Process all work related to participant Required Minimum Distributions, installments, data converts, withdrawals and terminations on the record-keeping systems. Process all transfers to and from Brokerage Providers. Complete Special Handle Mail forms, 1099R change forms, Stop Pay/Void/Inactive Check forms and Manual Check requests on database, as needed, to ensure timely delivery of participant checks. Represent the Transactions Team as a SME in meetings or assist with projects/testing.



Healthnet

• Rancho Cordova, CA

• Membership Accounting Representative

  • Jun 2010 - Aug 2011

  Assists more senior Representatives with researching and resolving problems involving membership exceptions, dues allocation, and billing, to learn accounting procedures. Applies payments and reconciles balances monthly to maintain client account financial integrity. Assists with audits of employer group accounts. Handles internal and external inquiries concerning billings, rates, and members. Provides assistance to Eligibility Representative staff with shared accounts. Show less



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Specialist

  • Dec 1999 - May 2009

  Answers complex financial inquiries including but not limited to: fund and market performance, taxation (for example cost basis, IRS forms, etc.), and retirement products (all IRA products) from shareholders, back office personnel, financial advisors and other interested parties either from an incoming call or an outgoing returned call. Cross markets appropriate products and services and performs value add activities within the calls. Prepares, inputs and verifies telephone related transactions via multiple systems. Perform complex research for customer inquiries. Provide the best possible service experience for our customers. Keeps abreast of current market conditions, fund and company policies, investment and tax law changes, compliance requirements, and all other procedural information in a constantly changing environment. Adheres to all legal requirements (compliance rules) while servicing customers. Provides on the on the job training to less experienced associates and, leverage knowledge of TA P&P, and business insight to assist team members in servicing FTI customers. Show less