Beverly Beaupre Email and Phone Number

• Ensured excellent customer service by answering questions on insurance polices and providing recommendations.• Analyzed member’s situation and make recommendation on the solution that best fits their need.• Educated members on their policy coverage’s to ensure customer understanding.• Handled billing inquiries ensuring the members understand what is being billed and why. • As customer service team representative, provided weekly e-mails to team members with customer service updates and advise on best practices.

• Advised students & parents regarding financial assistance programs, application procedures, and debt management.• Interacted with other University departments to request information and resolve issues.• Calculated financial aid estimates.• Coordinated the collection of past due accounts and delinquent balances through direct contact with students.• Performed student account, database, and file maintenance activities which include conducting account reviews; reconciling aging levels; verifying accounts are cleared; performing adjustment and payments; monitoring collection activity and monitoring credit card transactions

• Managed volunteers at a golf fundraiser.• Aided in event preparation and implementation. • Assisted in daily office duties such as entering donations into Giftworks fundraising software and creating thank you letters. • Updated content on website. • Assisted in grant writing.

• Provided prompt and helpful customer service to further customer relations.• Completed complex transactions/services for up to 400 customers daily in a fast-paced environment.• Led meetings with tellers to set and achieve sales goals on a daily basis.• Responsible for daily branch opening and closing activities to ensure timely readiness for customers, security of currency and customer information.• Responsible for compliance of audit operations and regulatory issues.• Supervised and motivated tellers to perform essential operations efficiently and effectively.• Created promotions for branch in order to create an effective, efficient, collaborative environment and provide excellent customer service.• Worked full-time, year round in addition to going to school.