Allison Battles Email & Phone Number

Florida, United States

Jacksonville, Fl, Us

Jacksonville, Florida, United States

Jacksonville, Florida, United States

Jacksonville, Fl

process key specialized functions while ensuring compliance with all Firm and Corporate Trust policies and preferred practices, be the department’s subject matter expert for one or more processes and/or products, cash and trade processing for debt service payments, compliance monitoring and client service and communication, ability to coordinate with all internal shared service partners, business managers, and external parties (as required), demonstrate a strong attention to detail, the ability to quickly identify and escalate problems, possess strong decision-making and organizational skills, and the ability to take initiatives and to communicate effectively with Client Service Managers, Workflow Specialists, Team Leaders, internal shared service partners and with internal and external clients.

Jacksonville Area, Florida

research various computer systems for active relationship managers and customer service managers; email and/or call same to verify information; notify client via email or letter informing of any changes to account and assist team members with work related issues.

provide technical assistance and advise to Financial Advisors as well as documenting calls and assist team members with work related issues.

provide dental plan information to dental members and providers via email, fax or mail; document calls; and assist team members with work related issues.

open mail and document system; screen and transfer calls to collectors; research and update collection accounts; scan documents; copy files; maintain fax queue; assist co-workers with work related issues.

open, sort, and distribute mail for claim processing; contact clients for missing information via phone, fax, or mail; set-up claims in AS400 and LaserVault for further processing by underwriters; assist team members with work related issues.

underwrite property insurance applications; receive, make, and document calls to agents; fax via ImageRight or AS400 system to agents for missing information; assist agents with system problems; assist other team members with work related questions.

receive and document incoming call information; resolve or forward any call issues; order enrollment kits; assist 2 Aetna Sales Managers and 2 Broker Liaisons; resolve North Central mailbox issues

Data enter claim information into the system; resolve system suspenses; recalculate claims; update member files; respond to member and provider concerns; document calls; forward recalculation requests to claims department.

type; file; fax; data enter membership files; notify State and National FOP of member changes; transcribe minutes of various meetings; maintain log and cash fund; set-up and disperse payroll; screen phone calls; greet and direct visitors; and assist office manager and clerk

Masters, Business Management

Bachelor'S, Business Management

I received my Bachelor's & Master's Degrees in Business Management

Aa, Information Technology

Activities and Societies: National Technical Honor SocietyI received my Associates Degree in Information Technology