Dedicated financial professional with a strong background in customer service and patient care. Proven ability to enhance client satisfaction through effective communication and problem-solving.
Overview
14
14
years of professional experience
Work History
Financial Professional
Bankers Life & Casualty Insurance
Greenville, SC
11.2024 - Current
Analyzed financial data to ensure compliance with company policies and regulatory standards.
Assisted clients in understanding insurance products and financial planning options.
Processed policy applications and maintained accurate records within the customer management system.
Collaborated with team members to streamline workflows, enhancing service delivery efficiency.
PCA
Comfort Care Providers
Greenville,SC
06.2024 - Current
Assisted patients with daily living activities, ensuring comfort and safety.
Monitored vital signs and reported changes to healthcare team promptly.
Maintained cleanliness and organization of patient environments to promote health standards.
Documented patient progress and care tasks accurately in electronic records system.
Customer Service Representative
Bread Financial
Plano, TX
11.2022 - 06.2024
Resolved customer inquiries through effective communication and problem-solving techniques.
Developed and implemented strategies to improve overall customer satisfaction scores.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Residential Support Staff Member
LQM
Fort Worth, TX
06.2022 - 09.2023
Provided individualized support to residents, fostering independence and enhancing quality of life.
Assisted in daily living activities, promoting safety and comfort for all residents.
Developed and implemented engaging recreational programs tailored to resident interests.
Collaborated with multidisciplinary teams to assess resident needs and coordinate care plans.
Intake Coordinator
FORT WORTH BRAIN AND SPINE
Fort Worth, TX
07.2015 - 11.2019
Coordinated patient intake processes to ensure smooth workflow and accurate data collection.
Managed scheduling for consultations, resulting in optimized appointment availability.
Streamlined communication between patients and healthcare providers for improved care coordination.
Implemented electronic health record systems to enhance patient information management.
Monitored compliance with healthcare regulations during the intake process to maintain standards.
Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
Completed intake assessment forms and filed clients' charts.
Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
Answered phone calls and provided new clients with required paperwork to initiate service.
Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
VOCATIONAL TRAINER
MHMR Tarrant County
Fort Worth, TX
06.2012 - 07.2015
Developed and delivered vocational training programs tailored to diverse learner needs.
Facilitated hands-on workshops enhancing practical skills in various trades.
Assessed student progress and provided constructive feedback to enhance learning outcomes.
Collaborated with community organizations to align training programs with industry demands.