Experience

Beam Benefits

• United States
• Insurance
• 200 - 300 Employee

• Subject Matter Expert

  • Jul 2022 - Present

  This role is pivotal in assisting front-line associates with complex inquiries and escalations. ● First point of contact in resolving complex case inquiries ● Created first-time final on all escalations and provided resolutions in a timely manner ● Trained new hires on frontline processes and best practices ● Facilitated weekly/monthly 1:1 meetings with new hires to track progression and transition ● Consistently meet and exceed monthly scorecard expectations

• Customer Service Representative I/II

  • Mar 2021 - Jul 2022

  This role is the first point of contact to address all benefit inquiries and insurance needs ● Interact with customers via inbound, outbound calls, and email to provide information in response to inquiries regarding, claims, benefits, and appeals processes. ● Interpret, translate, and deliver benefit, eligibility, claim information, and status via telephone, email, and chat forums. ● Maintaining and building solid customer relationships by handling questions and concerns with speed… Show more This role is the first point of contact to address all benefit inquiries and insurance needs ● Interact with customers via inbound, outbound calls, and email to provide information in response to inquiries regarding, claims, benefits, and appeals processes. ● Interpret, translate, and deliver benefit, eligibility, claim information, and status via telephone, email, and chat forums. ● Maintaining and building solid customer relationships by handling questions and concerns with speed, accuracy, and professionalism.



York Risk

• Columbus, Ohio Metropolitan Area

• Disability Claims Specialist

  • Mar 2018 - Oct 2019

  This role was pivotal in the management of FMLA for companies and their employees ● Review and provide specific information to increasingly complex questions/concerns from internal/external stakeholders by applying expended knowledge. ● Ensure the accuracy and completeness of submitted claims ● Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner, and meets deadlines appropriately. This role was pivotal in the management of FMLA for companies and their employees ● Review and provide specific information to increasingly complex questions/concerns from internal/external stakeholders by applying expended knowledge. ● Ensure the accuracy and completeness of submitted claims ● Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner, and meets deadlines appropriately.



Capital Recovery Systems

• United States
• Consumer Services
• 1 - 100 Employee

• Collections Specialist

  • Aug 2016 - Mar 2018

  ● Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect it in installments. ● Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer. ● Submit regular reports on the status of unpaid accounts and any repayment progress. ● Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect it in installments. ● Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer. ● Submit regular reports on the status of unpaid accounts and any repayment progress.



Intermedix

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Accounts Receivable Specialist

  • Jan 2015 - Feb 2016

  ● Communicate with previous clients and customers to request payment and arrange payment plans. ● Maintain bookkeeping databases and spreadsheets, updating information as needed. ● Collect payment from customers and accurately record it into the system. ● Communicate with previous clients and customers to request payment and arrange payment plans. ● Maintain bookkeeping databases and spreadsheets, updating information as needed. ● Collect payment from customers and accurately record it into the system.