Experienced in operations research, recognized for exceptional productivity and task completion efficiency. Expertise in data analysis, statistical modeling, and optimization techniques. Strong foundation in critical thinking, problem-solving, and communication skills. Thrives in complex analytical environments, ensuring successful outcomes.
Overview
10
10
years of professional experience
Work History
Premium Service Analyst
Reliance Standard Life Insurance
11.2024 - Current
Process and reconcile premium payments while ensuring accuracy in financial transactions.
Analyze premium discrepancies, and collaborate with internal teams to resolve billing issues.
Maintain client accounts by ensuring policyholder data is up to date and accurate.
Assist clients with premium inquiries, providing prompt and detailed resolutions.
Utilize Excel and internal systems to track premium revenue, and generate reports.
Support compliance efforts by ensuring adherence to insurance policies and regulations.
Coordinated and conducted special analytical studies and projects to improve programmatic operations.
Financial Processor
Randstad- Vanguard
10.2023 - 10.2024
Developed strong relationships with clients, fostering trust and promoting long-term business partnerships.
Participated in process improvement initiatives, driving efficiencies across various financial functions within the organization.
Analyzed discrepancies in customer accounts, and provided solutions to resolve errors.
Reduced processing errors by establishing clear guidelines and providing thorough training for new team members.
Managed high-volume transaction processing, maintaining accuracy while consistently meeting deadlines.
Account Manager
Discover
11.2022 - 11.2023
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Conducted regular account reviews to identify areas for improvement and ensure continued success.
Built and sustained rapport with critical customers, guaranteeing their overall fulfillment.
Demonstrated expertise in identifying and managing security vulnerabilities for the efficient handling of critical incidents.
Customer Service Representative
ATT
12.2021 - 12.2022
Efficiently diffused stressful circumstances by remaining composed and professional, fostering positive outcomes
Assisted customers in navigating company website and placing online orders, improving overall user experience.
Contributed to sales growth by upselling products and services based on individual customer requirements.
Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Administered customer service by explaining billing procedures, collecting payments and helping with payment option configuration
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Retirement Plan Specialist
Vanguard
08.2020 - 12.2021
Prepared detailed reports on current and proposed retirement plans, including cost analysis of fees and investments
Reviewed plan documents such as Summary Plan Descriptions to ensure accuracy of information provided by employers or third-party administrators
Managed ongoing service requests from existing clients related to their qualified retirement plans
Maintained knowledge base of federal regulations governing employee benefit programs
Conducted retirement plan reviews for clients, ensuring compliance with IRS regulations
Processed rollover requests from other qualified plans or IRAs into employer-sponsored plans
Customer Service Representative
Lien Enforcement
03.2020 - 08.2020
Organized client contracts, records and reports to strengthen traceability
Asked probing questions to determine service needs and accurately input information into electronic systems
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
Consulted with customers to resolve service and billing issues
Remained calm and professional in stressful circumstances and effectively diffuse tense situations
Asked probing questions to determine service needs and accurately input information into electronic systems
Front End Associate
Walmart
06.2019 - 06.2020
Operated register for cash, check and credit card transactions, maintaining accuracy
Re-stocked check-out line and end-cap displays with new merchandise
Helped customers find specific products, answered questions and offered product advice
Completed daily recovery tasks to keep areas clean and neat for maximum productivity
Maintained a clean and clutter-free front-end area
Sales Associate
Gap Factory Outlet
09.2017 - 01.2019
Maintained well-stocked and organized sales floor with latest merchandise to drive sustained sales revenue
Ensured that merchandise arrangement resonated with varying customer preferences all year round
Met and consistently exceeded revenue targets with proactive, customer-specific suggestions of accessories and related items
Worked with fellow sales team members to achieve group targets
Efficiently completed daily recovery tasks to optimize work area functionality
Maintained financial accuracy by executing smooth handling of transactions
Cafe Server
Barnes & Noble
09.2016 - 12.2018
Cleaned dishes with detergent, rinsing and sanitizing chemicals
Monitored customer movements and quickly cleared empty tables for future customers
Explained menu options to guests, offered suggestions and took orders for food and beverages
Maintained polite and professional demeanor to patrons to encourage inquiries and order placements
Adhered to food service sanitation guidelines and standards
Delivered top quality customer service while managing multiple tasks
Car Hopper/ Cashier
Sonic DriveIn
05.2018 - 08.2018
Completed opening, closing and shift change tasks by following company guidelines
Handled food safely to protect customers from harmful bacteria and prevent losses or delays from dropped items
Maximized satisfaction by assisting customers with navigating menus and customizable combinations
Completed orders by making specialty shakes and ice cream desserts
Answered product and order questions accurately and professionally
Kept customer and food preparation areas clean and well-organized
Office Assistant
Optum
06.2015 - 08.2016
Answered incoming calls in a professional manner and directed callers to the appropriate personnel
Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records
Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies
Assisted with special projects as needed by researching information on the internet or through other sources
Operated office equipment including printers, copiers, and fax machines with efficiency
Education
High School Diploma -
Parkway Center
Philadelphia, Pa
06.2017
Skills
Project Coordination
Data Analysis
Prioritization and Time Management
Analytical Problem-Solving
Year-End Financial Processing
Timeline
Premium Service Analyst
Reliance Standard Life Insurance
11.2024 - Current
Financial Processor
Randstad- Vanguard
10.2023 - 10.2024
Account Manager
Discover
11.2022 - 11.2023
Customer Service Representative
ATT
12.2021 - 12.2022
Retirement Plan Specialist
Vanguard
08.2020 - 12.2021
Customer Service Representative
Lien Enforcement
03.2020 - 08.2020
Front End Associate
Walmart
06.2019 - 06.2020
Car Hopper/ Cashier
Sonic DriveIn
05.2018 - 08.2018
Sales Associate
Gap Factory Outlet
09.2017 - 01.2019
Cafe Server
Barnes & Noble
09.2016 - 12.2018
Office Assistant
Optum
06.2015 - 08.2016
High School Diploma -
Parkway Center
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