Candidate Information Title Customer Service Account Management Target Location US-TX-Dallas Email Available with paid plan Phone Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
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WILLOLIVASPHONE NUMBER AVAILABLE, EMAIL AVAILABLELINKEDIN LINK AVAILABLEEstablished, proven record with experience in Account Management and Customer Service. A position that will allow me to utilize my results-oriented skills to support the growth and profitability of a progressive organization, which includes challenges, encourages advancement, and rewards achievement.Proven ability to take charge of a project, identify and solve problems. Persistent, determined, hard-working and results-oriented; enjoys solving problems and taking on new experiences and tasks.Bright, personable and articulate; works well independently and as part of a team, earning confidence and professional respect.Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.SKILLSHardware: Desktop CPU's,Fax/Copy Machines, Printers,Typing- 65 WPM, RCT, andRating Calculators.Software: EZ Lynx, ITC,Agency Advant, Data Trac.Lending QB, WarehouseNow Lending Platform (TexasCapital Bank), WLS DirectConnect (Green Bank)Client RelationsCross-functionalCoordinationTechnical Support File ManagementOrganizational Skills Critical Thinking Customer Service EXPERIENCEImplementation CoordinatorAssured Benefits AdministratorsApril 2022 - May2024Act as 3rd party client advocate throughout the implementation process of Corporate Health insurance policies.Work with various medical vendors appointed with (ABA) Developed implementation strategies, understanding the company environment, addressing potential issues, gaining approval from department heads, executing changes, and directing teams which carry changes.Administered implementation lifecycle for all processes, coordinating with clients, supervising all projects efficiently, coordinating with Implementation manager, preparing installation guides.Produced and distributed the final plan documentation to both the Account Executives and the client.Plan documents are based on the health and medical benefit summaries provided. Client Relationship SpecialistAmeriflexMarch 2019 - February2021Client Relationship Specialist (CRS) provides outstanding, dedicated client care while maintaining professional relationships with current, potential and former clients.Serve as the client's main point of contact.Managing and servicing the Ameriflex book of business for new and existing accountsBuild, maintain, and foster positive relationships with Plan Administrators and Brokers to ensure retention and growth.Educate clients on systems, tools, and policies related to our products and services.Remain well versed in all regulations related to business services.Handle confidential information with tact and discretion according to all HIPAA legislation. Post Closing Bank CoordinatorAspire Financial DBA Texas Lending.comMay 2014 - July2018Monitor warehouse bank credit lines to ensure capacity compliance.Manage warehouse banking functions and bank relationships for the request of funds to be sent to title companies on new home purchases and refinances.Initiate and generate outgoing money transfers and ensure that all transactions are properly authorized.Reconcile and settle Purchase Advises on the Warehouse line to ensure transactions are accurate and are purchased by the correct investor.