José

Retention / Customer Service / Technical Support Specialist

Handle Cancellation Requests, Save the Account, Use persuasive techniques and customized offers (discounts, upgrades, or service adjustments) to retain the customer., Present Promotions and Incentives., Resolve Customer Complaints., Investigate and resolve billing issues, service outages, or dissatisfaction with programming/content., Perform Needs Assessments., Log Interactions in CRM Systems., Answer Incoming Calls & Inquiries., Process Payments & Billing Adjustments., Promote Services & Offers., Handle Complaints & Escalations., Assist with New Activations & Cancellations: Maintain Accurate Customer Records., Troubleshoot Equipment Issues., Diagnose Service Interruptions., Assist with Installations., Coordinate Field Service Appointments., Schedule technician visits when remote troubleshooting isn’t sufficient., Support with On-Screen Errors., Guide Software Updates or Resets., Educate Customers.

Intake (Workers Compensation)

Reception/Intake

Appointment Setting, Intake Call and Intake Documents Processing, File Management thru the use of CRM, FileVine, Calendar Management, Email Management, Reception Work, Correspondence Management, Enrollment, Lien Balance Request, Prepare Pleadings, Assist in Filing Claims, General Administrative Task Quotation, Flight Booking, Hotel Reservation

Retention Specialist

Explain monthly bills to customer, Modify/Change personal information to the customer’s account such as phone number and address., Shows enthusiasm and builds rapport for gaining customers’ trust., Sympathize and empathize with customers whenever they are having a hard time understanding and paying their bills., Process bill payments with the assurance of customer’s credit card confidentiality., Upgrade and downgrade customer’s plan upon their request and do Upselling home warranty like for floodings and Lightning., Giving the value of the company to customer loyalty., Assist to the customers with Deferred Payment Plan Options., Give customer satisfaction on each call and make sure everything has been solved.

Customer Service Representative, Back Office

Assist customers with Membership Payments, Assist to the customer for any login issues on the app or website., Handle any inquiries related to damaged products related to their Private Line Member ́s Mark, either with replacement, credits or refunds., Contact to Clients and Suppliers just to deliver the best solution ever, via emails or phone calls., Set up the value and difference of our product to other competitors., Attend training for updates on company rules and business changes

Customer Service/Escalations/Fraud Representative

Managing and Overseeing the Daily Operations of the accounting department., Month and End-Year Process., Accounts Payable/Receivable., Cash Receipts., General Ledger., Payroll and Utilities., Treasury, Budgeting., Cash Forecasting., Revenue and Expenditure variance analysis., Capital assets reconciliations., Trust account statements reconciliations., Check Runs., Monitoring and Analyzing accounting data and producing financial reports or statements., Establishing and enforcing proper accounting methods, policies and principles., Performed Financial Analysis., Provide recommendations to clients., Assign projects and direct staff to ensure compliance and accuracy., Meet financial accounting objectives.

Customer Service Representative

Process Monthly Payments for Customers, Educate Customers about Due Dates, Interest rates and more., Follow up with Customers some red flags transactions in order to verify their legitimacy., Disclosed offers and promotions link to their credit line to take advantage of., Build a report with the client and assist them with the best quality ethical work., Provide them with all the company information and we let them know why the best bank to work with are., Submit Dispute and Fraud Claims for customers.

Sales representatives, Inbound calls

I used to sell Cell Phones, Tablets, Plan and many gadgets., Shows enthusiasm and builds rapport for gaining customers’ trust., Explain features and benefits of the company’s product., Sell out the value and difference of our product to other competitors., Attend training for updates on company rules and business changes

Customer Service/Escalations/Fraud Representative

Process in our system wire transfer for our customers., Attend training for updates on company rules and business changes., Analyze Patterns and behaviors for recurring or high amount transactions., Evaluate details to make a decision if the transaction can be amended for simple errors or not, according to our protocols., Design and apply interviews for customers with suspicious transactions., Deny or approve transactions., Validate recipients ́ documentation working hand by hand with agencies before releasing the funds.

Customer Service Representative

Process Top-ups in our systems, Check coverages for customers when they could not make a phone call, send SMS or access to the internet., I was also in Charge to retain the customers and give them benefits and offers to keep them with the company., Port in/Out numbers per Customer's requests., Build a report with the client and assist them with the best quality ethical work., I handled the Assurance Wireless Program for elderly and/or retired customers.