Customer Account Representative - Operations

• Sep 2010 - Present

*Customer Queries and Premium Collection Activity*Processing of PI Payment voids and transfers*Processing of Daily Cheque Deposits *Preparation of Deposits for Sub Agents Bordereaux Remittances*PI Receipting of sub-agent remittances upon completion of bordereaux by CSR team*Preparation of Sub Agents Monthly Commission Reports and cheques *Preparation of Monthly Staff Finder's Fees*Processing of Payment Plan Premium Financing Fees in G/L*Preparation of Employee Salary Deduction Payment Plans and Posting of Related Employee discounts in PI system and Petty Cash Management.*Assist with reconciliation of Cashier's Overall End of Day Cash Activity Reports*Policy Reinstatements and Pre-Cancel Date Extensions, processing of waives, refunds, cheque requisitions and accounts receivables.

Sr. Customer Account Coordinator

• Apr 2010 - Sep 2010

To provide quality customer service to all clientele. Assist group employees understand their company's benefits. Accompany medical director during group orientation sessions, explain to new group employees all benefits offered by the company and the effective date of benefits. Assist in distributing primary source of information for open enrollment periods. Assisting in enrollments or amendments to group health insurance plans. Provide up to dated knowledge with clear understanding of the company's health plan benefits, coverage, deductibles, employer contributions and employee premiums. Support customer service issues for assigned groups, direct queries from group employees reference to claims, ensure accuracy of all billings, collect group premium payments, retrieve verification of benefits along with other duties.

Client Services Account Executive

• Aug 2008 - Jan 2010

*Support all customer service issues for major assigned groups *Direct queries from group employees on claims *Ensure accuracy of billings in coordination with major groups and to ensure efficient resolution of all billing matters. *Preparation of cheques and explanation of benefits for group members. *Liaise between various departments regarding major groups *Escalation of all administrative or customer service issues in a timely manner to ensure efficientresolution. *Provide recommendations for process improvements on an on-going basis *Schedule and attend quarterly service call meetings with Group Administrators

Sr. Customer Service Representative

• Feb 2001 - Aug 2008

See walk in clients, accept & manage client calls, queries, and concerns. Administer clients applications from inception to completion pertinent to the following: Processing of all policy surrenders, loans, dividends, encashment, maturities, Annuities, premium deposit account withdrawals, and Christmas Bonus cheques. Assist Financial Service Agents & Sub-Agent Brokers.Liaise with various financial sectors, and follow through with the completion of all bank assignments inquiry, auto reinstatement of policies, beneficiary changes, policy queries and other back up functions within the department.

Front Desk Agent

• Jan 1999 - Feb 2001

Resort Call Center Representative

• Dec 1994 - Jan 1999