Customer Service Representative

Oct 2022 - Present

Discussed customer bills, plan inclusions, and benefits. Took payments and arranged payment extensions. Fixed invalid charges per credit policy. Processed billing changes such as address and billing cycle updates. Tracked customer payments and managed complaints related to service and billing.

Senior Financial Planning Assistant

Dec 2020 - Oct 2022

Processed and recorded invoices accurately, ensuring timely and error-free billing. Reviewed and cross-checked invoices for accuracy, completeness, and compliance with client plans. Coordinated with providers for prompt invoice submission and discrepancy resolution. Communicated with Plan Managers to confirm client plan details and support financial processing.