Scottsdale, AZ 85260 firstname.lastname@example.org - 480-235-4214 WORK EXPERIENCE
Client Service Representative - Retirement Services
MassMutual Financial Group - Phoenix, AZ - February 2016 to November 2016
As a Client Services Representative, I am on the front-line for assisting callers to take positive retirement planning action on a needs-based approach. I have a Series 6 license. I assist with everything from helping a client with processing a loan or distribution from their 401k, to exchanges of their investment portfolio.
New Intake Urology CSR
Symbius Medical - Phoenix, AZ - December 2014 to February 2015
As an intake specialist I am responsible for maintaining open communications and confidentiality with customers and referral sources as well as responding to customer questions and concerns. I answer incoming phone calls, take customer orders and enter orders into computer as appropriate.
Obtain insurance information and verify according to company guidelines, prepare appropriate documentation for the driver’s to obtain e.g. ABN’s/waiver of liability.
Key documentation into the computer as well as verify all information for completeness and accuracy. Document patient contact, payment arrangements, pricing negotiation, or any other verbal communication with patient in the customer account notes.
Vastec, Inc - Tampa, FL - October 2009 to June 2012
VASTEC is a national provider of solutions in the area of electronic document conversion and content accessibility with extensive experience in digitization and accessibility compliance for both Federal Government and for private industry. Our offerings focus on scanning, conversion and remediation of electronic data into accessible formats, with an emphasis on Accessibility and Section 508 compliance as it relates to electronic documents and information. Our process includes conversion from various source media including paper, micro-form and electronic source files.
New Account Call Center/Tax Specialist
Intuit, Inc - Reno, NV - November 2006 to April 2009
I started with the company in the call center helping new clients set up their payroll on various QuickBooks programs. I then moved to the tax department and would audit new clients tax information using AS400 programs as well as Quickbase and Outlook.
Moneytree Inc - Reno, NV - August 2002 to April 2005
Managed several employees and was responsible for all daily functions - ordering cash, vault supervisor, hiring and training, scheduling, payroll, $5000.00 limit on cashing all types of checks and authorizing pay day loans. Had internal audits every two months that were "graded" and were a part of my store winning Store of the Year 2004.
ESW, Inc - Reno, NV - May 2000 to August 2002
I was responsible for running the Reno office which entailed hiring all new employees, payroll, meeting with potential new clients. I had at any given time up to 450 employees and was in charge of staffing the RSCVA convention center as well as the major hotels specializing in banquet servers, kitchen help, etc.
Marc LeVell Catering Company - Scottsdale, AZ - May 1997 to May 2001
I met with potential new clients as well as planning the design of the function and dinner menus. I was in charge of scheduling up to 50 staff per function as well as payroll.
AA in Culinary Arts
Le Cordon Bleu - Paris (75) CERTIFICATIONS
FINRA Series 6
March 2016 to Present
Wendy Reed (1) 916-600-6614
Liz Jaques (1) 775-544-6535