Summary
Overview
Work History
Skills
References
Timeline
Generic

Tammy Beals

Phoenix

Summary

Hardworking professional with 7 years of customer service experience and a proven knowledge of back office operations, administrative support, excellent communication, time management, data entry, records management and computer skills. Aiming to leverage my abilities to successfully fill the vacancy at your company. Frequently praised as detail-oriented by my peers, I can definitely be relied upon to help your company achieve its goals.

Overview

6
6
years of professional experience

Work History

Lead CSR

Vanguard
12.2021 - 07.2024
  • Cash out checks for customers or create a fraud case if someone else so happened to cash their check
  • Doing rollovers to other companies
  • Dealing with Roth money, pre tax money or after tax money
  • Was also a lead so I would help others with calls or answer any questions they had
  • Made appropriate account corrections to resolve customer problems
  • Navigated multiple computer systems and applications and utilized search tools to find information
  • Conducted staff meetings to relay general information or to address specific topics

Claims Representative

Bank of America
12.2020 - 10.2021
  • Submit claim paperwork
  • Review claim paperwork
  • Contact customer for more information if necessary
  • Contact merchant and merchant bank for more information
  • Post temporary credits to customers accounts
  • Send out claim updates to email or record and address on file
  • Prepared insurance claim forms and related documents and reviewed them for completeness
  • Calculated amount of claim
  • Transmitted claims for payment and further investigation

Technical Support

Hulu
01.2020 - 11.2020
  • Would assist with any technical issues
  • Doing account resets for customers
  • Walking customers through how to troubleshoot their Hulu from home
  • Help with Hulu initial set up on devices
  • Conferred with users, and conducted computer diagnostics to investigate and resolve problems and to provide technical assistance and support
  • Entered commands and observed system functioning to verify correct operations and detect errors
  • Inspected equipment and read order sheets to prepare for delivery to users

Customer Support Specialist

McKesson
12.2018 - 11.2019
  • Provided technical support to customers by responding to inquiries and resolving issues in a timely manner.
  • Responded to customer emails and phone calls promptly, courteously, and professionally.
  • Maintained up-to-date knowledge of company products, services, policies, and procedures.
  • Performed data entry for patient profiles, billing information and prescription orders into the pharmacy software system.
  • Managed filing of prescriptions,electronically.
  • Ordered drugs from wholesalers as needed and maintained records of incoming shipments.
  • Collaborated with other healthcare professionals such as nurses or physicians regarding drug therapies or treatments for patients.
  • Maintained accurate records of orders and customer information.

Skills

  • Excel
  • Responding to Difficult Customers
  • Data Entry and Maintenance
  • Customer Retention Strategies
  • Customer Service
  • Administrative Support
  • Team Member Training
  • Customer Data Confidentiality
  • Incident and Accident Reports
  • Database Management
  • Data Analysis
  • Hardware Diagnostics
  • Issue and Resolution Tracking
  • Data Recovery
  • Defect Analysis and Resolution
  • Word
  • Typing
  • Data Collection
  • Account updating
  • Inbound and Outbound Calling
  • Appointment Scheduling
  • Paperwork Processing
  • Data Entry
  • Product Knowledge
  • Delivery Scheduling

References

References available upon request

Timeline

Lead CSR

Vanguard
12.2021 - 07.2024

Claims Representative

Bank of America
12.2020 - 10.2021

Technical Support

Hulu
01.2020 - 11.2020

Customer Support Specialist

McKesson
12.2018 - 11.2019

Similar Profiles

CREATE PROFILE
Tammy Beals