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David
Insurance Specialist II
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Competencies
Demonstrated experience with Case Queue Management.
Demonstrated experience with Documentation & Record Accuracy.
Demonstrated experience with Billing & Account Issue Resolution.
Demonstrated experience with Salesforce & CRM.
Demonstrated experience with SLA/KPI Management.
Education
Languages
Summary
Insurance Specialist II open to new opportunities
Experience
Insurance Specialist II
Reviewed and processed insurance-related cases according to documented workflows and required quality standards.. Maintained accurate case records, status updates, and follow-up notes in Salesforce and internal systems.. Collaborated with case reviewers and colleagues to clarify process requirements and strengthen documentation quality.
Client Support Technician - Tier 1
Investigated HR/payroll SaaS platform issues using live system data and knowledge resources; managed 30+ support cases weekly.. Documented actions and escalations in CRM systems.
Customer Service & Technical Support Representative
Managed 50-70 daily customer inquiries by phone, chat, and email while meeting quality, productivity, and resolution KPIs.. Investigated account, billing, refund, and delivery issues using internal tools, with clear case notes and appropriate escalations.
Customer Service & Technical Support Agent
Resolved inbound customer and technical issues using structured troubleshooting, accurate communication, and service procedures.