Customer Service Specialist (2023-11 – Present)
- Timely response to inbound calls
- Light troubleshooting related to log in issues including account resets
- Navigational assistance with account set up and creation of user credentials and Multifactor Authentication
- One call transaction related to account management, including balance inquiry, fund transfers, and data updates
- Effective use of tools and database information to ensure a one call resolution
- Efficient transfer of calls or cases to the proper team for second level assistance
Service Desk Agent I at ASM Research, LLC (2023-02 – 2023-09)
- Timely answer and process all inbound calls, emails, and self-service portal tickets from end users
- Process all requests for information from end users needing assistance with military related pension, payroll, benefits, and the open enrollment process
- Assist with general account support by unlocking frozen accounts, and escalating additional account requests as required via service desk ticketing
- Process inbound self-service portal tickets opened by end users needing assistance with the NIFMS financial management system
- Successfully maintain and obtain client required security clearance and maintain high degree of confidentiality when handling account specific information
Client Services Representative at ASM Research, LLC (2022-09 – 2023-02)
- Answer incoming calls within SLA and address PTIN application inquiries from tax professionals
- Review and process all identification documents provided by tax professionals to approve issuance of PTIN
- Maintain a high degree of confidentiality while handling tax preparer PII including but not limited to: Social Security Numbers, employer information, personal and work addresses, tax return information, copies of personal documents, etc
- Document all customer interactions and ID document review outcomes within ServiceNow per client's guidelines
- Exceeded client mandated quality assurance score of 90% by regularly achieving 100% scores on QA call reviews
Client Services Representative at AppleOne/Maximus (2021-02 – 2022-07)
- Answered incoming calls from clients inquiring about Medicaid, PEBT, and government assistance
- Mitigated client complaints and issues as necessary and ensured first call resolution for each client interaction
- Regularly exceeded client mandated quality assurance scores by achieving 100% scores on QA call reviews