Client Service Specialist

WORK EXPERIENCE

Client Service Specialist
Local Insurance Agency – New York
April 2022 to March 2025

• Processed eligibility and claims efficiently
• Entered and managed data accurately in internal systems
• Assisted the internal team with daily client service tasks
• Provided customer service support to Group Benefit Clients
• Supported Account Managers and Customer Service Representatives
• Compiled and organized enrollment materials
• Researched provider information through online sources
• Maintained and updated M&S Internal Systems with accuracy
• Followed established workflows to ensure efficiency
• Fostered positive work relationships with colleagues and clients
• Ensured HIPAA compliance in all relevant tasks
• Proficient in Microsoft Outlook, PowerPoint, Excel, ImageRight, and AMS360
• Collected payments and processed financial transactions
• Delivered exceptional customer service with professionalism
• Anticipated and addressed client and guest service needs proactively

Waiter
Local Restaurant – New York
May 2014 to August 2020

EDUCATION

BS Business Managment & Administration, 2022
Local University

CERTIFICATIONS

Active P&C License