client service representative resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
HR Generalist Certificate, SHRM *Custom Office 2007-New Features, New Horizons Computer Learning Centers *Employment Closure Training & Certification Program, *HIPPA Privacy Training & Certification Program, *Managing Chaos: Tools to Self-Priorities and Make Decisions Under Pressure, American Management Association *Communication and Interpersonal Skills: A Seminar for IT and Technical Professional
Professional Summary
Human Resources Administrator with comprehensive background in benefits. Possess strong interpersonal skills. Create business partnerships and build trust with managers and employees to create a positive work environment. Dynamic team player and motivator.
  •  Microsoft Office Suite
  • Benefits administration
  • HRIS
  • Records maintenance
  • Audit preparation and reporting
Work History
Client Service Representative, 02/2014 - 03/2015
Canon Solutions America Virginia Beach, VA,
  • Managed the front office; greeted clients and visitors with professional and pleasant customer service.
  • Scheduled appointments through Outlook and on behalf of the financial advisor.
  • Maintained the office supplies.
  • Sorted and routed the office mail.
  • Coordinated all enrollment documentation for life insurance, disability, and/or retirement products and offerings.
  • Prepared forms for transferring clients'  403b, IRA, or Thrift savings plan for advisor-client meetings.
  • Coordinated all daily updates to client's financial portfolio.
  • Maintained confidentiality of all client financial matters.
  • Served as company representative to promote company objectives.

HR Generalist, 03/2003 - 04/2013
Hr Knowledge West Warwick, RI,
  • Administered and managed all health and welfare benefit plans for 1,200 employees for two job sites to include Retirement/Deferred compensation, Medical, Dental, Vision, Life, AD&D, Short/Long Term disability, Flexible Spending, adoption assistance, and FMLA and COBRA administration.
  • Collaborated with Administrative Officers, units/divisions, management, and employees via email, telephone and in person.
  • Acted as first point of contact for all employee related issues.
  • Communicated human resource operations to ensure compliance and consistency in the implementation of OHR practices and processes (i.e., HR policies, procedures, training, orientation, employee relations, benefits, compensation, performance management, and retention programs).
  • Delivered quality customer service and monitored employee customer satisfaction levels.
  • Conducted new employee orientation on biweekly basis and assisted new employees with appropriate company sponsored benefits plans.
  • Processing of personnel action forms such as terminations, percent time changes, pay rate changes, promotions, title changes etc.
  • Coached and counseled employees transitioning from active employment to retirement.
  • Prepared reports and applications required by law to be filed with federal and state agencies, such as the Internal Revenue Service, Department of Labor, insurance commissioners and other regulatory agencies.
  • Reviewed and analyzed changes to state and federal laws pertaining to benefits and reports necessary or suggested changes to management.
  • Compiled benefit information and statistical and census data for actuaries, insurance carriers and management.

Senior Benefits Specialist, 08/1989 - 03/2003
Adp , ,
  • Full-time 40 hours per week; $43,000 yearly).

Benefit Specialist, 05/1987 - 08/1989
Adult And Child Bloomington, IN,
  • Supervisor- Mamie Roberson.
  • Informed and advised faculty and staff on benefit programs and eligibility, including but not limited to health, dental, life, total disability, retirement, workers compensation and tuition.
  • Processed documentation for benefits selected by employees.
  • Prepared and distributed benefits packets and brochures.
  • Conducted weekly benefit orientations.
  • Responded to inquiries regarding benefits.
  • Administered all University retirement plans.
  • Conducted pre-retirement sessions, including preparation of retirement letters.
  • Originated correspondence to benefit carriers to resolve claim issues.
  • Ensured that all claims were processed in a timely manner.
  • Processed life insurance claims and related correspondence to carrier.
  • Managed total disability claims and related correspondence to carriers and claimants (i.e.
  • salary continuation letters outlining benefits).
  • Prepared monthly benefits activity statistics.
  • Reconciled benefit bills.
  • Processed COBRA benefits for faculty and staff upon termination (Full-time 40 hours per week; $38,000 yearly) The George Washington University- (XXX)994-1000 Supervisor- Mamie Roberson.
  • Monitored multiple benefit tier programs for medical and temporary disability programs.
  • Advised all provisions and claim procedures to all levels of staff.
  • Provided personal claim service to employees to resolve claims with carriers and government agencies.
  • Determined the validity of claims.
  • Maintained eligibility listings.
  • Handled all correspondence with carriers regarding problems and/or appeals.
  • Processed COBRA benefits for faculty and staff upon termination.

Bachelor of Arts: Business Administration, Expected in 2013
San Francisco State University - San Francisco, CA
Status -

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Resume Overview

School Attended

    Job Titles Held:

    • Client Service Representative
    • HR Generalist
    • Senior Benefits Specialist
    • Benefit Specialist


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