May 2023 - Current
  • Accurately entered data and corrected any information that was out of date.
  • Communicated with clients to ensure that all information was received in a timely manner.
  • Securely handled confidential patient data and insurance information.
  • Organized written correspondence to request relevant patient details before processing the cases.
  • Conveyed attention to detail and proficiency in utilizing ERP software.
November 2022 - May 2023
  • Provided customers with best deals and well-researched travel options.
  • Maintained operational proficiency in coordinating both international and domestic travel accommodations for customers, arranging for airfare as well as hotel and rental car reservations.
  • Collaborated with colleagues to implement best practices across department and exceed team goals.
  • Organized memorable and exquisite travel itineraries and vacations for high-level clients and business partners.
July 2022 - November 2022
  • Engaged with participants with an empathetic, informative manner.
  • Practiced active listening and clarifying questioning in order to narrow down a participant's underlying needs.
  • Educated and explained the details within client plans and broke down options available to participants regarding their 401k finances.
  • De-escalated calls which were emotionally charged and maintained a professional, understanding demeanor when conversations couldn't be immediately refocused.
  • Expressed a clear desire to provide exceptional customer service and went the extra mile to assist participants with needs that weren't easily remedied.