financial advisor resume example with 12+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
:
Career Overview
Is to obtain a position with a reputable company where I can utilize my skills and educational background to grow within the company
Core Strengths
Microsoft Office Suite, Customer Relations, Data Entry, PBX Reservation, Office Administration, Medical Terminology, ICD-9, CPC, HCPCS, Third Party Payers, Finance and Collections
Accomplishments
Customer Assistance
Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.
Customer Service
Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
Computed Data Reports
Provided required weekly, monthly and quarterly reports listing sales figures and client track records.
Work Experience
Financial Advisor, 08/2011 to Present Bok Financial Corp. – Kansas City, MO,
My job as an Event Planners details the following responsibilites are to organizing, coordinating and helping couples deliver successful events.
I generally meet with each client to go over details and also dicuss the budget as well as contract signing for the event.
My is focus to make sure each client feel comfortable that their day is unforgettable and full of memories.
I am responsible for all contracts, meeting, and A/R financial billing payment's is also included in my job, but not limited too.
I oversee six employees to ensure that each event is a success.
I am hands on with all the events Wedding, Birthdays, and Baby showers.
Customer Service Representative, 12/2014 to 05/2015 Qualfon – Hr, IN,
Answering inbound calls in a call center environment via telephone scheduling patient appointments to speak with license physicians.
I assisted with Aetna, United Healthcare, Medicaid, BlueCross members to schedule consults via telephone.
A well as communicated with the nurses to address any issues with insurance approval to the pharmacy.
I would contact the pharmacy tech to E.O.B for the prescription that the physicians had prescribed.
I would notify to the pharmacy if the prescription was submitted electronically or manually.
Mail handler, 12/2011 to 06/2013 Chenega Corporation – Troy, MI,
Manual distribution scheme.
On a rotation basis, performs all of the following duties: stops equipment when distribution run or operation is completed.
Prepares work area, ensuring all necessary support equipment and materials, including labels, trays, and other containers are in place.
Dispatch based on knowledge of operating plans and dispatch schedules, or at the instruction of supervisors or expediters; may riffle or verify mail to ensure sortation accuracy as needed.
In addition, may perform any of the following duties: provide service at public window for non-financial transactions; maintain records of mails; examine balances in advance deposit accounts; and record and bill mail requiring special service.
Follows established safe work methods, procedures and safety precautions while performing all duties assigned.
Medical Billing and Coding Specialist, 10/2011 to 11/2011 Nisqually Indian Tribe – Olympia, WA,
Verification of insurance for Medicare and Medicaid.
Order of scripts for physicians.
Patient follow up to determine their needs were met.
To provide support to customers via telephone, ensuring all claims and services objectives were met.
Customer service in the fraud division; duties included answering customer queries, problem solving and providing detailed information to the investigator.
Work with customers in development of replacing lost or stolen Visa debit cards pulling up images of fraudulent checks etc.
to submit the discovery to the fraud investigators.
Performed research via E-mail to process claims in a timely manner.
Prepared weekly E-mail reports to keep track of our claims that were being handled.
Assisting daily with supervisor calls and retention calls to generate repeat business through successful client follow-up.
Quality Control Clerk, 06/2005 to 08/2006 Radiant Logistics, Inc. – Woodridge, IL,
Daily data entry of shipment purchase orders, to ensure the delivery trailers are loaded with the correct products for the correct store; prior to locking and seal the trailer.
Maintain the errors and the shorts while in a fast pace environment.
Dispatch the load once it is schedule for the ship time.
Answering the calls of the stores that we are responsible for and maintaining my work in a timely manner.
Customer Service Representative, 04/2003 to 01/1 Blue Line Distribution – City, STATE,
Multiple task in a fast pace environment and completed order entry.
Answering both inbound and outbound customer related problems.
Daily and monthly entry of purchase orders.
Entering customer credits and invoicing much more my job duties was not limited upon exceeding customer satisfaction.
Educational Background
Associate of Science: Medical Insurance Billing and Coding, Expected in May 2012 to Everest University - Orlando, FL GPA: Medical Insurance Billing and Coding
Skills
billing, budget, call center, contracts, client, Customer Relations, customer satisfaction, Customer service, Data Entry, debit, delivery, E-mail, fast, Finance, financial, focus, ICD-9, instruction, insurance, invoicing, materials, Medical Terminology, mail, Microsoft Office Suite, window, Office Administration, order entry, organizing, PBX, pharmacy tech, problem solving, maintain records, research, safety, scheduling, scheme, scripts, supervisor, telephone
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