Financial Care Representative Resume Samples

A Financial Care Representative provides consulting services and works typically for the insurance and banking sectors. The job description entails dispensing financial advice, offering negotiated terms for mortgage applications and recommending products. A well-drafted Financial Care Representative Resume indicates the following core tasks and duties – providing information to the clients; providing appropriate financial advice and clarifying all concerns of clients with regards to financial status and financial services; developing a long-term rapport with customers; and monitoring market trends.

Employers typically want a bachelor’s degree in economics, business or a similar field and the following skillful at making decisions; excellent communication skills; great math skills; familiarity with rules and regulations and legal procedures; and the ability to close sales profitably. While some companies need only a degree, many others want practical banking experience and financial product knowledge as well.

Financial Care Representative Resume example

Financial Care Representative Resume

Headline : Results oriented, detailed professional with a strong drive to succeed. Enjoy facing new challenges and would like to work in an environment where can thrive and grow.

Skills : Labor Management, Organized, Attention To Detail, Microsoft Word, Access, Excel, Powerpoint.

Description :

    1. Worked as a team member to meet monthly/quarterly metrics while providing excellent customer service.
    2. Assisted new employees by providing knowledge of specific policies.
    3. Ensured superior customer experience by addressing customer concerns, demonstrating empathy and Resolving Problems on the spot.
    4. Cross-trained and provided back-up for other customer service representatives when needed.
    5. Promptly responded to general inquiries from members, staff, and clients via mail, e-mail, and fax.
    6. Managed a wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
    7. Received multiple reviews acknowledging the level of dedication to excellent customer service.
    8. Implemented New Processes and systems for improving customer service satisfaction.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma


Sr. Financial Care Representative Resume

Summary : Over 8+ years Financial Care Reprsentative experience Medical Billing and Coding experience Proficient with MS Office (word, excel, outlook and power point) Proficient with Windows XP 50+ WPM typing.

Skills : Pre-operative preparation Securing/arranging equipment.

Description :

    1. Answer high volume calls each day.
    2. Maintain world-class customer service as a primary goal.
    3. Negotiate payment arrangements.
    4. Collecting unpaid balances on accounts/Attempts to collect future balances.
    5. Strive for a one-call resolution of customer issues.
    6. Demonstrate positive and cooperative behavior with customers/coworkers.
    7. Meet monthly department productivity and quality standards.
    8. Appropriately disburse adjustments and account credits in accordance with T-Mobile policy.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management


Jr. Financial Care Representative Resume

Objective : Seeking a position that will benefit from Financial Care Representative experience, positive interaction skills where 9+ years' experience can improve the customer satisfaction.

Skills : Graphic Design, Proficient On Windows Based Operating Systems, Multi-tasker, Great Communication.

Description :

    1. Evaluate and modify accounts based on the customer's request.
    2. Appropriately disbursed adjustments and account credits in accordance with T-Mobile policy.
    3. Demonstrated positive and cooperative behavior with customers and coworkers.
    4. Collections, sales, and/or negotiation experience.
    5. Offer support with empathy and care for T-Mobile customers.
    6. Work individually to perform results and resolve customer's issues in a timely manner, with professionalism and high-quality customer care.
    7. Handle financial inquiries proactively working with various computer programs to find answers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Surgical Technician

Financial Care Representative III Resume

Objective : Over 10 years of experience providing financial service for a variety of organizations ranging from retail to cellular sales environments. Experience serves as an excellent example of adaptability and ability to lead others.

Skills : Typing, Microsoft Ofice, Accounting.

Description :

    1. Provided customer satisfaction through effective and timely resolution of a variety of customer inquiries and billing disputes.
    2. Collected payments on past due accounts.
    3. Strived for one-call resolution of customer issues.
    4. Successfully completed new hire training and any additional training provided.
    5. Demonstrated positive and cooperative behavior with customers and co-workers.
    6. Used the automated and training tools provided to deliver exceptional customer service.
    7. Disbursed adjustments and account credits in accordance with company policy.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Business Economics

Financial Care Representative II Resume

Objective : Self-motivated professional with over 15+ years of experience in management, sales, marketing, janitorial, research development, warehousing and customer service. Extensive experience in developing marketing materials, supervising, customer communications, gathering, executing and analyzing accurate data for research development.

Skills : Billingual, Creative Services, Customer Focus, Creativity, Flexibility, Attention To Detail, Deadline-Oriented, Desktop Publishing Tools, Acute Vision, Handles Rejection.

Description :

    1. Responsible for the collection and negotiation of past due accounts.
    2. Market company products, rate plans, and services to new and existing customers.
    3. Disbursed adjustments and account credits in accordance with company service standards.
    4. Meet and exceed department as well as company productivity, quality and customer service standards.
    5. Resolve customer concerns, disputes, and accounts in a timely manner.
    6. Processed payments towards customer's accounts.
    7. Assisted customers with payment arrangement options.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Finance

Financial Care Representative I Resume

Headline : Enthusiastic and driven with over three years' experience in the retail and customer service industry. Innovative problem solver when dealing with conflicts. Provide financial counseling to patients and their families. Explains company financial policies and provides information as to available resources.

Skills : Microsoft Word, Microsoft Excel, Microsoft Outlook.

Description :

    1. Monitor process and ensure the optimal level of customer services to all financial requirements.
    2. Coordinate with clients and negotiate on all payment settlements for the same.
    3. Monitor all outstanding dues and perform appropriate collections on the same.
    4. Manage all customer issues and ensure appropriate resolution for the same.
    5. Develop and maintain effective and cooperative relations with all clients and employees.
    6. Administer all financial processes and develop ways to increase production and ensure compliance to T-Mobile policy for all account credits.
    7. Enhance the completion of training to keep in touch with changes in policy.
    8. Communicate with customers and deliver authentic information on products/services.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate In Medical

Lead Financial Care Representative Resume

Summary : Friendly, loyal and dedicated individual who has an ambition to succeed in any given environment. Seeking a position where can develop better skills and excel while giving best to an employer.

Skills : Microsoft Office, Excel, Word, PowerPoint, Outlook, WPM 45, 10-key.

Description :

    1. Coordinate with clients and negotiate on all payment settlements for same.
    2. Monitor all outstanding dues and perform appropriate collections on same.
    3. Manage all customer issues and ensure appropriate resolution for the same . Develop and maintain effective and cooperative relations with all clients and employees.
    4. Administer all financial processes and develop ways to increase production and quality of services.
    5. Operate and manage billing disputes and price rates.
    6. Enhance the completion of training to keep in touch with changes in policy.
    7. Communicate with customers and deliver authentic information on products/services.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Social Science

Associate Financial Care Representative Resume

Objective : Motivated, customer service oriented individual who is seeking a position where can utilize previous skills, learn new skills, and grow.

Skills : Microsoft Office, Excel, Word, PowerPoint, Outlook, WPM 45, 10-key.

Description :

    1. Investigated and resolved customers inquiries and complaints in an empathetic manner.
    2. Met all customer call guidelines including service levels, handle time and productivity.
    3. Adhered to all confidentiality requirements at all times.
    4. Solved unresolved customer issues.
    5. Maintained up to date knowledge of product and service changes.
    6. Defused volatile customer situations calmly and courteously.
    7. Effectively managed high-volume of inbound and outbound customer calls.
    8. Used strategic thinking to successfully collect payments on past due accounts and maked account credits as needed.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Registered Nurse

Financial Care Representative/Coordinator Resume

Headline : Over 3+ years experience in Financial Care Representative of this experience must be in a healthcare billing environment. An understanding of patient billing and the ability to follow oral and written instructions.

Skills : Microsoft Office, Microsoft Excel.

Description :

    1. Handled accounts with high balances and mitigated risk by contacting customers and negotiating to rerate to reduce churn.
    2. Reviewed and corrected accounts that were set up with errors made necessary corrections and issued adjustments as needed.
    3. Negotiated and set up extended payment schedules.
    4. Identified system issues and reported to Business Support for correction.
    5. Provided one-on-one training to new-hire representatives.
    6. Handled inbound collections on delinquent accounts, setting payment arrangements, correcting payment-posting errors, locating misapplied or missing payments, as well as acting as floor support for management.
    7. Assisted with the training of new-hires, mentoring, and de-escalating calls.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Medical Billing

Financial Care Representative Resume

Objective : Financial Care Representative with network administration knowledge, including back-up, security management, e-mail systems and applications support. Computer User Support Specialist with a gift for understanding the needs of both business and home users.

Skills : Best Customer Service, Awards of Excellence, Most Willing to Help, Certificates.

Description :

    1. Addressed and resolved customer product complaints empathetically and professionally.
    2. Gathered and verified all required customer information for tracking purposes.
    3. Defused volatile customer situations calmly and courteously.
    4. Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
    5. Resolved service, pricing and technical problems for customers by asking clear and specific questions.
    6. Prepared reports and communication for senior management and clients.
    7. Acted professionally and patiently when addressing negative customer feedback.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma