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Bio

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Joan Sylvester is a seasoned professional with expertise in process improvement, customer service, strategic planning, vendor management, insurance, access, sales, team building, CRM, call centers, and training. She has 2+ years of experience as a Billing Analyst at Verizon Small Business, 11 months as an Account Manager at Holmes Murphy & Associates, and 2+ years as a Personal Banker at Wells Fargo Bank, NA. She holds a degree in Liberal Arts from the University of Iowa and a certification in Life and Health Insurance.

Experience

    • Billing Analyst
      • Oct 2012 - Oct 2014

      Responsible for the delivery of billing and credit services per individual customer contracts. • Displayed knowledge of financial, accounting, billing and credit systems. • Performed complex analysis on billing and credit issues and handled escalations related to the unique and/or complex billing...

    • Account Manager
      • Jan 2011 - Nov 2011

      Provided outstanding customer service to employers and employees.• Delivered employee benefit services that met the needs of specific clients to help grow their businesses.• Produced monthly health reports showing client specific loss ratio.• Created client specific new hire and renewal employee ...

    • Personal Banker
      • May 2008 - May 2010

      Gather information from customers that come into the bank and assist them with financial opportunities• Provide expert advice and service to Wells Fargo customers• Understand customers’ financial needs and show them how to get the greatest possible value from Wells Fargo products and services• An...

    • Reports Analyst
      • Mar 2002 - Mar 2008

      Responsible for timely and accurate financial and customer reports• Gather requirements for start ups of new calling windows• Track and report daily, weekly, monthly, and year to date figures for specific clients• Analyze data for finance and billing• Analyze data for clients to enhance their pro...

    • Buyer
      • Aug 2000 - Aug 2001

      Responsible for timely and accurate order processing• Issued purchase orders to vendors• Audited invoices and statements to insure correct products and pricing• Interfaced with over 100 vendors to negotiate low prices and quality products• Pursued outstanding purchasing credit from vendorsCertifi...

Education

  • University of Iowa
  • Kirkwood Community College
  • Productivity Point International

Suggested Services

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Industry Focus. “Insurance”

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