Leonardo Brame, Mba Email & Phone Number

Boca Raton, Fl, Us

Fort Lauderdale, Florida, United States

• Resolve routine and complex client service issues.• Client inquiries typically encompass a broad array of themes including: Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations; Commission structure, interest, and fee.• Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.• Tracking, information gathering, and/or troubleshooting issues related to products and services.• Onboarding new clients to our platforms providing training and ongoing support on operating client and advisor portal and trading platform.• Responsible for support the expansion of institutional and retail LATAM markets, with emphasis the Brazilian market.

Greater Boston Area (Remote)

• Consistently perform as one of the company's top revenue generators since 2013.• Assist patients with serious health problems obtain federal government benefits such as Social Security and Medicaid while ensuring that the application is processed quickly and efficiently.• Work closely with patients and health insurance plans, as well as attorneys, physicians, and family members to identify possible circumstances that qualify for patient enrollment in benefit programs.

Sunrise, Florida, United States

• Agent licensed to sell insurance through New York Life Insurance Company.• Helping clients with custom tailored solutions to estate conservation, retirementplanning, college funding, insurance protection, and other personal or business insurance needs.

Boston/Usa

• Supported clients in responding to inquiries about products and services while handling and resolving complaints.• Educated healthcare members on rules and regulations and took incoming calls from providers regarding billing procedures and regulations.• Led a team of 12 employees from the Customer Service Department, supervising team activities when the supervisor was not available and developing a training program for new employees.• Investigated unresolved customer complaints and reported to senior management, regulatory agencies, and corporate clients.

Boston/Usa

• Managed the medical billing issues and cases identified by representatives or the CRM and investigated cases of improper billing identified by the Customer Service Department• Trained and supported the Customer Service Department of 60+ employees, assisting and supervising the teams' activities and training new employees.• Supervised Customer Service calls after initial training, evaluating, classifying, and documenting calls and providing feedback to supervisors.

Master Of Business Administration - Mba, Knowledge Management

Master Of Business Administration - Mba, International Trade And Finance

Bachelor'S Degree, Marketing