Jorge Rodrigues Email & Phone Number

Smithfield, Rhode Island, United States

I work on all service and operational requests from a specific group of clients and is be responsible for the overall service experience for those clients. I am responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance.Opened accounts for advisor clients. Made changes, updates, and corrections for maintenance involving advisor accounts. Took training from coworkers outside of traditional training to expand my skill set. Trained and assisted fellow coworkers in the skills I was learning.

Smithfield, Rhode Island, United States

Norwood

• Evaluate customer manual claims submissions against employer plan rules and IRS 213(d) guidelines.• Develop full understanding of new client HRA business rules and reimbursement requirements.• Coordinate distribution of claims denial letters to the retirees

Greater Boston Area

Foxboro, Ma

Consistently creates a welcoming experience for the customer by greeting, assisting and resolving customer inquiries via email, phone or chatPortray essential customer service skills, including driving sales, handling difficult and/or complicated sales, and follow-up with customersRegularly communicate with Sr. CS Rep and CS Supervisor to discuss trends in the communication with customersManage high volume of customer calls to ensure excellent customer service and satisfactionExpected to participate actively in training initiativesPrioritizes, plans, and accomplishes daily tasks and functionsPerforms all duties as directed by Sr. CS Rep and CS Supervisor

Cumberland, Ri

Cumberland, Ri

I help operate a computerize cash register system. Assist with customer’s inquiries in regards to billing problems, provide customer service, upselling products to customers, suggest to customers what kinds of products to purchase, handle product returns and exchanges with customers. Also assist in any additional tasks that are specific to the position by management.

Greater Boston Area

- Build and foster relationships with our Travelers - Provide high quality customer service by responding to our traveler's calls and emails - Partner with your team and other business units to resolve our travelers issues and concerns- Present recommendations to improve our processes and procedures- Collaborate with colleagues and supervisors to create best practices- Strive to exceed individual and department goals- Ability to resolve problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.- Maintain adherence to fixed schedules to support call volume

Ba, Mathematics, Political Science

Activities and Societies: Sigma Chi Fraternity, URI Student Senate, Phi Eta Sigma Freshman Honors Society, Pi Mu Epsilon Mathematics.

High School Diploma, General Studies

Activities and Societies: Math Team, National Honors Society, Tennis Team