Years of experience: 25

United StatesClient Relations SpecialistCustomer ServiceCustomer Care Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Steve's Career Path
PTD Claims SpecialistJan. 2014 -
Present
SunLifePTD Claims Specialist
Wellesley MassachusettsReviewed forms for completeness; secured and added missing data; and transmitted claims for further investigation. Proficient in the use of Medical CD Management Program, the Medical Disability Advisor Guidelines, Chess, and Ultera. Four-time recipient of Sun Life Financial Highest Producer Award
Bank TellerDec. 2012 -
Jan. 2014
Citizens BankBank Teller
Winthrop Massachusetts Process paying and receiving transactions for all product types and services  Record all transactions in compliance with bank procedures  Cross-sell bank services and products to meet teller referral targets
Legal AssistantAug. 2009 -
Jun. 2010
Doonan Graves and LongoriaLegal Assistant
Beverly Massachusetts Generated paper invoices for billing from existing case files using CASEAWARE software  Inputted bills into LPS new invoice billing system via the internet. Office support for new accounts and accounting dept.  Performed Accounts receivable function daily. Applied checks received to correct customer accounts.

Steve's Posts

  • How I can help you

    • Resolve customer inquiries daily • Efficient mail management • Developed process-specific job aids • 10+ years in customer liaison • Expert listener and problem solver

  • People I am looking for

    • Open to diverse business collaborations • Flexible with client needs • Partner with all industry sizes

  • Experience & Cases

    • Developed job aids for process efficiency • Mastered multiple payment systems • Expertise in government products • Worked with American United & Voya

  • How to contact

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