Gerard Michaud Email and Phone Number

- Processed invoices and statements accurately and promptly.- Resolved billing discrepancies and disputes with customers and vendors.- Conducted financial analysis and reporting on billing and remittance activities.- Prepared and distributed daily, weekly, and monthly financial statements and reports.- Assumed leadership of Retail Life Operations PS58 assignment. Providing automatic and manual calculations of imputed income costs to qualified pension plans subjected to taxation. - Undertook Life Ops Schedule A assignment. This entails reviewing and manipulating data based solely on policy/plan comp data, which gets consolidated by plan level for mailing.- Manipulate data using spreadsheet or database applications considering technical knowledge of operations, reporting formats, and objectives of data analysis. - Contribute to analysis, development, testing, and integration of new applications and enhancements.- Compiles file documentation and correspondence requiring extensive policy and factual detail. Analyze information to determine if additional proofs are needed to make a reasonable and logical claims determination based on the information available.

- Delivered exceptional service to 700+ customer associates and built loyalty, by providing exceptional support through mail services.- Resolved customer inquiries and concerns regarding mail services, providing prompt and courteous assistance.- Oversee strategy and workflow for 6 associates, while leveraging a consistent approach to relationship building, and communication to generate continuously improving performance of team members.- Design and deliver interactive training sessions for 6 associates, covering a range of topics including operational procedures, customer service, and distribution of mail.

- Demonstrated empathy and active listening skills to understand and address customer concerns.- Provided administrative support by handling inbound calls and completing data entry functions, while maintaining a complex database.- Maintained a high-volume workload within a fast-paced environment. Assisted an average of 550 clients in any given week and consistently met performance benchmarks in all areas. - Exhibited organizational skills and discretion by handling confidential information such as client addresses, payment information, and purchase orders.- Maintained up-to-date knowledge of product offerings, promotions, and company policies.- Assisted customers with troubleshooting technical issues and provided step-by-step instructions for problem resolution.- Followed up with customers to ensure satisfaction and resolve any outstanding issues.