7e23d6ca-30dc-4616-bd31-72f8cc951d7f

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

  • Over 5 years of experience as a Customer Service Representative.
  • Excellent Banking and Office Assistant experience. 
  • A patient listener who fully focuses on speakers and understands a variety of accents.
  • Strong skills in time management, prioritizing tasks and meeting deadlines.
  • International background and familiar with the multi-cultural background.
  • Very punctual, reliable and honest.
  • Hard-working, detail-oriented, and able to multi-task effectively.

Education

Eastern Johnson Institute, West Orval, Oklahoma
Bachelor of Science, Biomedical Engineering, Present

The Ohio College, Hectormouth, North Dakota
Associate of Science, Emphasis in Biomedical Engineering, Jan. 2019

Southern Virginia University, Rueckerton, Wyoming
Associate of Science, Life Science, Aug. 2018

The Schneider Academy, Port Bartonborough, Indiana
High School Diploma, Jan. 2015

Employment history

Client Service Representative, Orn, Beatty and Abernathy. West Lessie, New York
Dec. 2019 – Present
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Communicate effectively and confidently, and is comfortable engaging all clients.
  • Assist customers by providing information and resolving their complaints.
  • Collaborate effectively to get things done, building and nurturing strong relationships
  • Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

Teller, Volkman, Spinka and Buckridge. New Bongfort, Idaho
Oct. 2018 – Dec. 2018
  • Process a variety of customer requests and transactions: check cashing, deposits, loan payments or withdrawals, and product explanations.
  • Sell and cross-sell appropriate bank products and services to meet customers’ needs. 
  • Perform branch settlements, as well as opening and closing procedures. 
  • Prepare/sell money orders, cashier checks, and gift cards. 
  • Answer basic inquiries in person or by telephone from customers concerning their accounts.

Teller, McGlynn Inc. East Sabratown, Tennessee
Jan. 2017 – Mar. 2017
  • Analyze customer’s needs and recognize service opportunities.
  • Balance a cash drawer daily while staying within set policy guidelines.
  • Execute complex transactions and use the computer to enter deposits, payments, and withdrawals
  • Maintain the vault, verify cash received and maintain other negotiable items, Perform branch settlements, as well as opening and closing procedures. 
  • Answer basic inquiries in person or by telephone from customers concerning their accounts.

Cashier, Goyette-Stamm. North Reginald, Arkansas
Oct. 2016 – Nov. 2016
  • Attract potential customers by answering product and service questions, suggest information about other products and services.
  • Enhance the experience of customers and drive profitable sales.
  • Resolve customer complaints, guide them and provide relevant information.
  • Consistently maintain a positive attitude and enjoy helping people.
  • Opens customer accounts by recording account information and make them understand the benefit of the account (credit card).

Accomplishments

References

Languages

English

Bengali

Hindi

Spanish

Skills

Customer service

Microsoft Office

MATLAB

C++

0893f88f-370c-4239-90ad-8cd89bd272f3

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Resourceful, analytical and patient Customer Service Representative has more than 15 years of experience in Call center, data entry, finance, case management, and customer service. Versatile candidate demonstrates key abilities in leadership, organization, communication, interpersonal relations, report generation and reconciliation, personnel file administration and problem solving.  Diligent professional is actively seeking a challenging role as a Client Service Representative/ Specialist, ideally with a dynamic and progressive industry leader.  Determined candidate thrives in team environments, easily learns and adapts to new technology, and excels under pressure.

Employment history

Client Service Representative, Cremin, Rath and Harber. Isaburgh, Texas
Apr. 2019 – Present
  • A strong focus on client satisfaction in a relevant industry or as an HR/HRIS practitioner with systems experience
  • Strong client relationship skills
  • Comfortable working in a performance-based and structured environment while demonstrating high ethical standards
  • Ability to demonstrate learning agility and critical thinking skills, including sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software related information in both a classroom and in a hands-on environment
  • Ability to learn and apply basic concepts in new situations
  • Initiative to seek out answers, solutions, and positive outcomes for both the client and Wage Works.
  • Demonstrated organizational skills including the ability to multi-task, set priorities, and follow up in a timely manner
  • Proficient in the latest web technologies and working knowledge of various operating systems

NAS C/FSA Sol Contr Consult, Rohan Inc. Vandervortside, North Carolina
Jun. 2016 – Nov. 2016
Serve as a consultant to customers supporting ADPs products/technologies
Use breadth of expertise to support ADPs FSA clients
Solve client problems; taking a broad perspective to identify solutions
Work with direction to resolve issues and provide solutions; creative solutions must be reviewed by Manager/Director
Leverage a deep understanding of ADPs products and services to provide solutions to client’s value of our products.
Provide recommendations to ADPs leadership around potential best practices and training on ADP solutions, based on client input or experience.

Benefit Specialist/Client Services, Corkery Group. Port Ben, Hawaii
Feb. 2014 – Aug. 2014
  • Ensure compliance with applicable state and federal guidelines.
  • Process all pended enrollments, life events and employee changes submitted by employees via employee access as well as such requests submitted telephonically.
  • Process all such requests in accordance with documented client procedures; perform follow-up activities to ensure completion of all events related to the onboarding of client employees to the eligible benefit programs.
  • Provide tier one support to HR/BAS client and their employees who contact the service center. Responsible for answering questions on processing insurance claims, coverage and billing procedures.
  • Communicate benefit and policy changes as necessary.  Research and resolve complex employee benefit problems and questions.
  • Work closely with benefit providers to resolve eligibility errors generated by benefit providers.
  • Perform all Quality Assurance procedures as specified in the client’s Administration Procedures document. 
  • Responsible for assisting insurance providers for the purpose of verifying eligibility of insurance claims. Perform responsibilities of reviewing all enrollment forms and maintain patient’s confidential information.
  • Work with doctors for determining the insurance coverage and payable claim amount.

Customer Service Representative, Hirthe, Schiller and Simonis. South Ryannview, Louisiana
Mar. 2010 – Feb. 2012
  • Provide courteous, timely and effective customer service, work toward becoming knowledgeable in techniques for servicing customers on various FLEETCOR products.
  • Drive provider retention by offering solutions to callers by encouraging FLEETCOR product usage.
  • Maintain acceptable Quality Assurance standards, develop communications skills that will provide the highest levels of service, and demonstrate willingness to cross train in department support areas.
  • Resolved over 98% of billing inquiries, disputes, payments, change of service requests, and general technical.
  • Must maintain an attendance record within company standards, and remain knowledgeable of new products, services and procedures.
  • Demonstrate mastery of product knowledge, best practices, business policy, resolution procedures and resource utilization for a primary product or service.
  • Identify and deal with as appropriate, upgrade and retention opportunities.

Education

Southern Raynor, Cristashire, Alabama
High School Diploma, Mar. 1984

Skills

Sales Force

Oracle

Case Manager

client service representative

  • Promotion from previous role with Bank of America. This role is for preferred rewards business clients and business credit card clients. Also have had opportunities with taking client escalations and supporting numerous teams as interim support advocate. 
  • This role also Includes Submitting referrals To our sales team members for our preferred rewards program to help clients grow their businesses and increase their benefits as well as incentives. 
  • Also services business credit card clients. Increasing credit limits, to help with cash flow, etc. Role also includes online banking assistance as well as troubleshooting, transferring funds, closing accounts, offering products, filing complaints, linking accounts, and finding solution for clients that are experiencing different hardships. 
  • Track orders and ensure quality deliverance from sub-vendors.
  • Supervise installation and hand-over to client.
  • Attend to any post delivery snags / issues to ensure client satisfaction.

client service representative

  • Introduction to the Customer / Client of the options available to them from Livspace for decorating their home.
  • Guided tour of the experience center which displays various possibilities.
  • Help and assist the Customer / Client in selection and purchase of items required by them from e-marketplace of Livspace.
  • Confer with client to determine factors such as preferences, desired purpose,function and budget, 
  • Help Client with selection furniture, furnishings, art works, and accessories to suit their needs.
  • Prepare estimates and get client approval.
  • Place order and finalize sales.

client service representative

  • Contact client to get updated information for expired insurance policies to update AS400. 
  • Give updated work statuses to coadjutors for injured workers.
  • Complete and forward NIS to Account Manager for review and follow up.
  • Document all activities in Salesforce.com, including updated client info, calls, meetings, and tours.

client service representative

  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.Determine customers’ financial services needs and prepare proposals to sell services that address these needs. Interview clients to determine clients’ assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Negotiatiating compensation with business, candidate and vendor
  • working on Technology conversions
  • Collecting and validating candidate documents

client service representative

  • Assist with determining clients’ financial services needs and prepare proposals to sell services that address these needs.
  • Create presentations on financial services for client reviews.
  • Prepare forms, agreements, and applications to establish individual retirement accounts, financial plans, and 401(k) plans.
  • Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Responsible for maintaining updated information on clients’ services. 

client service representative

  • Maintaining customer accounts by recording account information
  •  Familiar with CRM systems and practices
  • Having HR calls with candidates
  • Have conducted Vendor Scorecard and Vendor Forum

client service representative

  • Process deposits, cash checks, issue cashier checks, and cash handling 
  • Count money in cash drawer at the beginning and end of shift to ensure that amounts are correct
  • Buy and sell money to and from vault
  • Assist in closing operations
  • Direct client contact
  • Experience with 10+ Bank of America financial institutions as a Client Service Representative

client service representative

  • Served as a subject matter expert in handling routine client request for clients to include: navigating within the payroll system, resolving payroll processing issues, resolving payroll balancing issues, Year-end processing questions and issues, resolving tax filing issues, resolving banking issues
  • Collaborated with the technical team to ensure technical issues were resolved to the client’s satisfaction.
  • Partner with sales to train clients on new product solutions.
  • Responsible for providing exceptional customer service through ongoing customer delivery and client satisfaction

client service representative

  • Client Service: Provide support for a variety of clientele including very large and small customers, route sales calls to appropriate representatives, work with customers and team to designate training, answer calls, emails, tickets in a timely manner, support team, retrieve data off of AEDs, provide training for program management, provide training for other client service representatives,  process orders in Oracle, provide personalized support for larger customers, retrieving data on client service team for improvements and efficiencies, , etc.
  • Training Center: coordinate CPR/AED training classes nationwide with hundreds of trainers, provide CPR/AED training, track documents for payment and invoice processing for trainers and customers, organize documents from training classes, provide certification cards to customers for classes, maintain certifications, etc.
  • Assist members in clearly understanding exactly what data is needed to process a claim with the least amount of confusion and uncomfortable wait time for the member.
  • Strong customer service skills and an ability to work with a variety of internal and external clients.

client service representative

  • Managing the Open Book Technolgy hiring for contract workforce
  • Managing and Interacting with different vendors who support the hiring
  • Working on PRO’s in-house tool wand – Opening roles, scheduling interviews, creating employee engagement and financials (end to end requisition and worker lifecycle)
  • Screening profiles acress various domains
  • Managing interview process (Blocking Rooms, Vedio Conferencing, calandar managemet, conducting Hackerrank etc)
  • Working with vendor and business on worker compensation
  • Working on contingent compensation and approval process

client service representative

  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Communicate effectively and confidently, and is comfortable engaging all clients.
  • Collaborate effectively to get things done, building and nurturing strong relationships
  • Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

client service representative

  • Confer with customers in person to provide information about products or services, take or enter orders,  or obtain details of complaints.
  • Demonstrate strong quantitative and qualitative thinking.
  • Ability to work well with others and maintain good interpersonal relationships.
  • Ability to balance client expectations with Lincoln Financial Group capabilities.

client service representative

  • Experienced representative that confers with clients to provide information and deescalate discrepancies about  claims.
  • Answers inbound calls to verify and review dental benefits to determine eligibility and explain EOB’s.
  • Works well under pressure prioritizes multiple projects and adjust workloads accordingly.
  • Serves as the primary point of contact for VOB, Dental, STD, LTD, and Life Claims.
  • Ability to identify and allocate appropriate resources to effectively deliver services. 
  • Review the necessary information already available in the members file in order to assist with what information is still needed to process a claim.
  • Act as a liaison to between members and case examiners, taking information and supplying information pertaining to members claim.

client service representative

  • Create a connection and develop rapport with customers to provide outstanding, personalized service. 
  • Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them. 
  • Meet or exceed sales goals by influencing customers to learn about products/services.
  • Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers. 
  • Accurately and effectively process transactions.       

client service representative

  • Client Service Representative in an inbound sales based call center.
  • Sold products based on need, contract or season. 
  • Made commission from sales.
  • Provided excellent customer service and knowledge of products. 

client service representative

  • Contacting patients or caregivers to review inventory levels of products and supplies.
  • Assists with maintaining appropriate levels of medication and supplies required for therapy.
  • Inputs orders and schedules deliveries of productions and supplies based on usage and product on hand.
  • Verifies shipping address, third party information and whether counseling on medications is desired from the pharmacist.
  • Built and maintained relationships with internal and external clients including physician offices, treatment centers, manufacturers and other departments within CVS. 
  • Documented changes in compliance of prescribed medication and notified the pharmacist.   

client service representative

  • Assuring client satisfaction, administrative work, invoicing, billing…
  • Dealing with client accounts. (Due money, balance,  agreements…)
  • Dealing with suppliers’ orders and accounts. Stationary and stock inventory
  • Managed office supply order forms and requests, guest welcome boards and repair service company visits

client service representative, receptionist, account representative

  • Trained, mentored and facilitated onboarding of new employees ensuring continuation of quality customer service
  • Assisted potential clients in their decision making process while maintaining existing clientele
  • Answered and managed large numbers of incoming and outgoing calls
  • Managed enrollments, cancellations, eligibility files, data entry, queries, assisted with end of the month reports and provided clients with new product information
  • Coordinated board and committee meetings, including schedules and information, preparation and distribution
  • Maintained tight security protocols, including sign in sheets and badge distribution
  • Distributed incoming and outgoing mail

client service representative/team leader

  • Assisted various clients to onboard an online reporting tool by extending the shift coverage & achieving cash flow quality up to 98%
  • Monitor the daily workload is allocated flawlessly and within the agreed SLA time
  • Build relationship with the departments key stakeholders (Controllers, Systems Control etc) to ensure business needs are understood and to enhance the service offering
  • Participating in process & project related business calls for application and technological enhancement from a SME standpoint to represent the process along with the team leader and to ensure that the action items are executed on the ground level.   
  • Production of various MIS reports for use by the management.
  • Regular liaison with the onshore team and line managers, ensuring the offshore team respond appropriately to queries generated onshore – develop and maintain a robust communication channel with LoBs
  • Deciphers complex exceptions, performing root-cause analysis on why exceptions exist. Analyzes trends, enters reconciliation data and ensures proper aging

client service representative

  • Place outbound calls to physician offices for diagnostic.
  • Appropriately documents incoming and outgoing calls, fax over all positive results.
  • Performs research for test codes and pricing according to the clients account
  • Performs research regarding account issues and responds in a professional, timely manner.

client service representative

  • Greeting clients & providing excellent customer service
  • Check-in study participants & answering all of their questions
  • Restocking refreshments & cleaning each study room
  • Moving tables & chairs around based on project needs
  • Conducting outbound phone calls to potential study participants
  • Doing other duties/tasks including, but not limited to:
  • Front Desk Reception

client service representative

  • Provide technical and end user trouble shooting and diagnostics for reported application issues resulting from upgrades and ongoing application support
  • Create and maintain all necessary case documentation
  • Participate in the management of contracted client upgrades and installations; includes diagnostic at the application, database and operating system levels, as well as working with end users in adopting new technology and functionality
  • Determine the nature of all client requests and determine the correct internal contact
  • Build and maintain strong relationships with the clients that utilize supported software suites
  • Assist in the development, maintenance and updating of detailed functional and technical design documentation
  • Provide system level and testing for new patches, minor and major version releases, document test results, and work with client and product development to amend deficiencies

client service representative

  • Recommending potential products or services to management by collecting customer information and analyzing customer needs.
  • Prepare product or service reports by collecting and analyzing customer information.
  • Maintaining customer accounts by recording account information.
  • Ghost system recovery of log files and system fix.
  • Familiar with CRM systems and practices.

client service representative

  • A strong focus on client satisfaction in a relevant industry or as an HR/HRIS practitioner with systems experience
  • Strong client relationship skills
  • Comfortable working in a performance-based and structured environment while demonstrating high ethical standards
  • Ability to demonstrate learning agility and critical thinking skills, including sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software related information in both a classroom and in a hands-on environment
  • Ability to learn and apply basic concepts in new situations
  • Initiative to seek out answers, solutions, and positive outcomes for both the client and Wage Works.
  • Demonstrated organizational skills including the ability to multi-task, set priorities, and follow up in a timely manner

client service representative

  • Dispatch vendors for 100+ facilities.
  • Monitor inventory levels and requisition or purchase supplies and equipment as needed.
  • Create service jobs and invoices for customers
  • Prepare and issue work schedules, deadlines, and duty assignments for technicians.
  • Check to ensure that appropriate actions were made to resolve customers’ problems.

client service representative

  • Build sustainable relationships of trust through open and interactive communication
  • Resolve product or service problems by clarifying the customer’s complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
  • Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
  • Recommending potential products or services to management by collecting customer information and analyzing customer needs
  • Prepare product or service reports by collecting and analyzing customer information
  •  Maintaining customer accounts by recording account information
  • Ghost system recovery of log files and system fix