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Click here or scroll down to respond to this candidateTAZSHELATURNEREMAIL AVAILABLEPHONE NUMBER AVAILABLEGrand Prairie, TX Street Address
Bold ProfileA qualified, enthusiastic, reliable, persuasive, and consummate with an exceptional amount of experience working with diverse people in a variety of settings. A motivated team player with immense knowledge of multi-tasking and meeting strict deadlines. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Overall seeking a challenging career that utilizes personal talents, researching and communication skills.PROFESSIONAL SUMMARYAscensus Retirement Services - Retirement Account Representative Remote 06/2023 - CurrentResearched and evaluated potential investment products for clients. IAA, Inc - Customer Service Rep/Title SpecialistWFH 10/2021 - 02/2023Brinks Home Security - Technical Support ExpertWFH 08/2020 - 10/2021WORK HISTORY Advised clients on investments, retirement and estate planning. Collaborated with clients to develop customized investment portfolios.Assisted clients with Retirement withdrawals, loan request and hardship distributions.Presented financial plans and investment recommendations to clients.Developed and maintained strong relationships with clients to maximize satisfaction. Monitored and updated financial plans to comply with client goals. Managed approximately 40 incoming calls a dayVerified that funds have been collected and the correct lien holder has been paid o before processing title applicationsProcessed all vehicles for registration in the state in which the vehicles will be titledReceived incoming calls from insured regarding status of payouts; after verification provided clear updates on accounts an payouts Examined and verified 50 titles weekly.Resolve the functional and technical errors, provide update patches to the clients on application; establish remote desktop connection to install and update applicationsPerform quality checks, develop and review performance reports, identify areas to improve, and implement measures to improve performance levels and meet objectives Demonstrated problem-solving ability in both enterprise and SKILLS Type 50 WPMStrong organizational andprioritization skills; ability tomanage multiple prioritieseffectivelyStrong Communication Skills andAnalytical skillsExpert experience in aProduction EnvironmentKnowledge of basic accountingprocedures, good arithmeticskills, and back office experienceExceptional computer skills:Experience with MicrosoftWindows and ability to navigatebetween multiple active windowsExcellent decision-making andproblem-solving skills Expert in Team Collaboration Claims Investigation Accident InvestigationsDallas CanDallas, TX 06/2010High School DiplomaEDUCATIONWestlake Financial - Collections Agent(60 Day Accounts)/Customer Service RepDowntown Dallas 06/2018 - 02/2020State Farm Insurance - Initial Intake Agent/Claims Specialist Richardson, TX 10/2013 - 01/2018technical environments, proven ability to identify problems and anticipate future conflicts. Managed approximately 80-100 calls on an average Contacted customers with vehicle loans regarding 60 day past due amounts for monthly auto loan payments Provided options for payment plans and extensions Maintain proper documentation of all collection reports on an accountAchieve and maintain assigned revenue expectations, collection quotas and production standards Also receive incoming calls from customers making payment Customers would request assistance with online issues, title information, insurance claims and dealership fraud reviews.Received incoming calls from insured clients reporting vehicle insurance claimsInput details of loss on insureds account and provided Claim Agent with updates regarding loss Reviewed Intake notes to determine COL(cause of loss) Assigned Insured to rental vehicles when needed Provided Insured with Claim updates and Total Loss status. Reviewed new files to determine current status of injury claim and to develop plan of action. Followed up with customers on unresolved issues. Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.Checked documentation for accuracy and validity on updated systems. Managed approximately 30 calls dailyCurrently seeking a new employer that aligns with my goal to further my experience and find a company I can grow with. I find it very beneficial to be in a position that can take my experience to the next level. Finding a company that I can confidently accept as a career is my desired result.PERSONAL INFORMATIONLeasing Agent Certificate, 2018PROJECTS |
