Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
10
10
years of professional experience
Work History
Case Manager
Thrivent Financial
10.2023 - Current
Provided administrative support to underwriters by procuring necessary requirements and communicating underwriting decisions to the field.
Resolved customer issues quickly and effectively while maintaining a high degree of customer satisfaction
Managed inbound and outbound calls for multiple clients (averaging up to 100 calls per day)
Adhered to HIPAA Guidelines; Ensured all actions were in compliance with internal service and regulatory standards.
Acted as a primary point of contact for designated Thrivent Advisor Groups, handling inquiries and providing updates on their applications.
Managed the entire application lifecycle, from initial submission to final issuance, ensuring accuracy and compliance with service standards.
Communicated effectively with a wide range of internal and external contacts, including financial associates, team members, and corporate and field leaders.
Established strong relationships with key customers, resulting in increased customer loyalty.
Managed a portfolio of key accounts, maintaining strong relationships and ensuring high levels of satisfaction.
Delivered exceptional user experiences by consistently exceeding customer expectations in problem-solving efforts.
Identified and resolved issues proactively, demonstrating critical thinking and proactive case management skills
Executive Administrative Assistant
Qualtex Laboratories
11.2016 - 10.2023
Served as a liaison between executives and other departments to ensure effective communication flow throughout the organization
Utilized strong organizational skills to prioritize tasks efficiently and meet deadlines consistently
Provided executive-level administrative support to senior management, including calendar and travel coordination
Demonstrated excellent interpersonal skills when interacting with clients over the phone or via email
Performed data entry into various databases accurately and timely
Developed and prepared meeting agendas, PowerPoint presentations and reports.
Generated and sent accurate invoices to vendors, ensuring timely and proper documentation
Monitored incoming payments, ensuring they are applied correctly to the appropriate accounts
Maintained accurate and up-to-date accounts receivable records, including aging reports.
Reconciled accounts to ensure accuracy and identify any discrepancies
Customer Service Specialist (Part-Time Remote)
State Farm Mutual Automobile Insurance Company
01.2022 - 06.2023
Handled sensitive information confidentially in accordance with regulations
Answered phones, handled calls, and fielded appointment requests to assist supervisors.
Successfully submitted appeals to insurance companies to obtain reimbursement
Provided superior customer support to our clients and their customers by responding to questions and requests; effectively escalates issues as required
Cross trained to provide department coverage
Resolved support tickets submitted by clients and assigned to department according to metrics
Followed up with insurance carriers regarding denied, underpaid, or unresolved insurance claims
Seasonal Sales Associate
Bath & Body Works
09.2015 - 11.2019
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Managed returns, exchanges and refunds in accordance with store policy.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Customer Service Specialist
Thermo Fisher Scientific
12.2015 - 11.2016
Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
Managed high call volume while maintaining a courteous and professional demeanor.
Enhanced customer satisfaction by resolving issues promptly and professionally.
Adapted quickly to changes in company policies or procedures ensuring consistency in delivering accurate information to customers.
Established trust with clients through clear communication, patience, and understanding their unique challenges fully before offering solutions tailored to their needs.
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Education
Bachelor of Science - Business Administration
University of Tennessee Martin
Martin, TN
05-2026
High School Diploma -
F.L. Schlagle High School
Kansas City, KS
05.2004
Skills
Documentation and reporting
Decision-making
Customer account management
Financial reporting
Receivables management
Debt collection
Payment posting
Attention to detail
Invoice and payment processing
QuickBooks experience
Information confidentiality
Customer service
References
References available upon request
Timeline
Case Manager
Thrivent Financial
10.2023 - Current
Customer Service Specialist (Part-Time Remote)
State Farm Mutual Automobile Insurance Company
01.2022 - 06.2023
Executive Administrative Assistant
Qualtex Laboratories
11.2016 - 10.2023
Customer Service Specialist
Thermo Fisher Scientific
12.2015 - 11.2016
Seasonal Sales Associate
Bath & Body Works
09.2015 - 11.2019
Bachelor of Science - Business Administration
University of Tennessee Martin
High School Diploma -
F.L. Schlagle High School
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