Leon Roberts Email & Phone Number

Frisco, Tx, Us

• Review billing system setup for accuracy and update bills per service requests.• Complete assigned New Business, Renewal/Lifecycle Changes, Premium Variance and Referral audits and special projects.• Perform procedures on simple to moderately complex validations and audits to determine over/under payments, identify procedural exceptions and drive resolution in compliance with established procedures and timelines.• Work with internal and external business partners to provide guidance to clients in use of premium remittance tools, and instructions on premium calculations.• Perform and validate the accuracy of cancellation activity to ensure compliance with Sarbanes Oxley controls.• Process Sales compensations timely and accurately to ensure payroll schedule processing targets are met.• Monitor and process assigned commissions payment activities.• Collect and validate required documents and data elements required to complete initial system setup, process broker of record changes and pay broker commissions.• Provide timely and accurate responses to phone and email inquiries from internal and external business partners.• Comply with departmental policies regarding ethical and proper use of company equipment, including internet access, email and phone usage.•Conducted high level testing to ensure go-live date was successful.•Maintain team mailboxes to ensure task are assigned and client requests are fulfilled in a timely manner• Helped mange go-live project data testing

Remote

• Manage assigned claims of disability claims for Short Term Disability• Ensures a high level of customer satisfaction; resolves customer-impact issues, including customer specific and process issues• Calculate, explain, and recover overpayments on disability claims• Ensures claims integrity and compliance with established procedures, timing requirements and regulatory guidelines• Maintains records and prepares reports and correspondence related to the work• Responds to questions, telephone calls, and letters regarding the containment program, utilization review decisions, and reductions• Elected as a participant in a companywide special projects• Manage one of the company’s biggest clients

Remote

• Manage assigned claims of disability claims for Short Term Disability• Ensures a high level of customer satisfaction; resolves customer-impact issues, including customer specific and process issues• Calculate, explain, and recover overpayments on disability claims• Ensures claims integrity and compliance with established procedures, timing requirements and regulatory guidelines• Maintains records and prepares reports and correspondence related to the work• Responds to questions, telephone calls, and letters regarding the containment program, utilization review decisions, and reductions• Elected as a participant in a companywide special projects• Manage one of the company’s biggest clients

Baton Rouge, Louisiana Area

As a front line representative I will greet and serve all customers in a positive and professional manner through the use of strong interpersonal skills. I am responsible for processing a variety of cash and non-cash transactions. As Head Teller I also am responsible for the safekeeping of any cash or bank assets. I am also responsible for the day to day supervision of each teller assigned to his or her branch. - Process deposits and withdrawals for transaction accounts - Periodically assigns additional tasks to tellers - Daily management of branch cash (maintained at or below established limits) - Assist manager with staffing needs for teller line - Assist manager with teller evaluations and counseling documentation - Open new account including Savings, Checking, Business, IRA's, CD's

Baton Rouge, Louisiana Area

Provide support to the Branch Manager to ensure operational and service quality; provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the teller staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving branch goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment.•Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures.•Handle single control vault, ensuring proper control of vault cash, follow all audit and security policies and procedures.•Maintain work flow and handle scheduling the tellers.•Responsible for evaluating the employee’s performance and counseling when needed.•Conduct teller meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff.•Ensures all audit and security policies and procedures are followed during customer service hours and at banking office opening and closing.•Use good judgment and follow bank policies when overriding transactions for tellers with withdrawals/less cash authority.•Assist tellers in balancing as needed, reviews the daily banking office settlement, prepare correcting entries to reconcile teller errors.•Performs teller cash audits as required.

Baton Rouge, Louisiana Area

Processes deposits, transfers, withdrawals, in accordance with established policies and procedures. Responsible for the security of assigned cash that is maintained and balanced at all times. Respond to customer inquiry with the highest level of courtesy. Travels to various branches as needed.- Maintain basic product knowledge and bank regulations- Participate in branch promotional activities- ATM Custodian- Override Capabilities

Baton Rouge, Louisiana Area

• Created a successful plan to increase store Discount Card Sales• Maintained and exceeded store guest service scores• Trained and Developed 10 Cashiers who successfully became management• Managed up to 50 employees daily