image/svg+xmlJan 2012 -
Aug 2020
Client Liaison,
Bank of America, Woonsocket, RI
Maintained close communication with upper-management to supervise the
offshore BAML continuum team to ensure daily tasks are completed
punctually and accurately.
Processed more advance transactions such as balancing ATM, balancing cash
dispensing machine, and ordering foreign currency.
Managed numerous communications medians to build customer rapport and
loyalty.
Worked with Sales Consultants, local brokers, and New Business Managers in
plan transitions and implementations.
Developed Seminar presentation via PowerPoint working in accordance with
compliance regulations.
Feb 2009 -
Jan 2012
Client Administrator,
Mercer, Woonsocket, RI
Educated new hire classes and participant services representatives on payroll
processing standards.
Designed screens for the case manager web tool and created SQL queries to
extract data for reporting.
Programmed SQL to extract, transform, and load client indicative data and
health and benefits data.
Defined data fields, imported data, wrote SQL queries, and generated reports.
Led the conversion for the Radian Group as the Administrator which involved
transitioning 300 employees from Fidelity to Vanguard.
Dec 2008 -
Jan 2009
Customer Care Associate,
CVS HLDGS, Woonsocket, RI
Adhered to rules of HIPAA ensuring the security of privileged and confidential
information.
Responded to customers request pertaining to HIPAA guidelines and
compliance regulations.
Processed pharmacy benefit management coverage determinations.
Completed voluntary customer service training to enhance customer
satisfaction and improve productivity and was awarded the Advanced
Medicare D Technician Certification
Addressed technical support needs during and after service: via
phone/internet.
Customer Care
Communication
New Customers
Problem Resolution
RICHARD STEWART
rstewart@example.com
|
(260) 555-0694
|
42771 N. Cedar Rd., Woonsocket, RI
63116
EXPERIENCE
EDUCATION
2008 - 2008: High School Diploma
KEY SKILLS