Rhonda Taylor-Boles

Rhonda Taylor-Boles Email and Phone Number

Client Service Representative @ InspiraFS, Inc.
Pittsburgh, PA, US
Rhonda Taylor-Boles's Location
Pittsburgh, Pennsylvania, United States, United States
Rhonda Taylor-Boles's Contact Details

Rhonda Taylor-Boles work email

Rhonda Taylor-Boles personal email

About Rhonda Taylor-Boles

Rhonda Taylor-Boles is a Client Service Representative at InspiraFS, Inc.. She possess expertise in marketing, strategic planning, marketing strategy, process improvement, customer satisfaction and 30 more skills.

Rhonda Taylor-Boles's Current Company Details
InspiraFS, Inc.

Inspirafs, Inc.

View
Client Service Representative
Pittsburgh, PA, US
Website:
inspirafs.com
Employees:
8
Rhonda Taylor-Boles Work Experience Details
  • Inspirafs, Inc.
    Client Service Representative
    Inspirafs, Inc.
    Pittsburgh, Pa, Us
  • Bpas
    Senior Ira Specialist At Bpas
    Bpas Apr 2023 - Present
    Utica, Ny, Us
  • Inspirafs, Inc.
    Client Service Representative
    Inspirafs, Inc. Jan 2014 - Present
    Pittsburgh, Pa, Us
    Outline the process for the deceased account holders Manage the divorced account holdersRecord, review and manage POAs Process distributions and work the overflow of the processing departmentResearch and handle accounts that require more processing (accounts for minors, deceased individuals over seas)Bilingual duties (Spanish)Also handle the following Customer Service Representative Responsibilities:Transmit test emails, phone calls and faxes daily to ensure systems are operational; notify appropriate department of issuesReceive, respond and research customer service inquires received by phone, ticket system, fax or email; escalate to Customer Service Coordinator when necessary; open/update ticket system as neededUpdate/maintain customer account informationProcess accountholder requests, including but not limited to: Contribution, distribution, and transfer transactionsScan incoming paperwork and create/maintain electronic filing system for participant transactions through “track and file” systemOpen/sort mail daily
  • Millennium Trust Company
    Client Services
    Millennium Trust Company Jan 2014 - Present
    Oak Brook, Il, Us
  • Ptm
    Business Development Manager
    Ptm Jul 2013 - Oct 2013
  • Champion Window Mfg.
    Director Of Marketing
    Champion Window Mfg. Feb 2012 - May 2012
    Cincinnati, Ohio, Us
  • Cima Software, Inc
    Business Development
    Cima Software, Inc May 2011 - Sep 2011
    Pittsburgh, Pennsylvania, Us
  • Singlesource Roofing
    Account Service Manager
    Singlesource Roofing Mar 2009 - May 2011

Rhonda Taylor-Boles Skills

Marketing Strategic Planning Marketing Strategy Process Improvement Customer Satisfaction Account Management Project Management New Business Development Team Building Negotiation Customer Service Sales Management Public Speaking Microsoft Word Training Microsoft Excel Microsoft Office Change Management Management Operations Management Sales Social Media Leadership Salesforce.com Business Development Event Management Crm Business Analysis Team Leadership Direct Sales Coaching Powerpoint Iras Roth Ira Spanish Translation

Rhonda Taylor-Boles Education Details

  • University Of Pittsburgh
    University Of Pittsburgh
    Spanish Language And Literature
  • University Of Pittsburgh
    University Of Pittsburgh
    Political Science And Government

Frequently Asked Questions about Rhonda Taylor-Boles

What company does Rhonda Taylor-Boles work for?

Rhonda Taylor-Boles works for Inspirafs, Inc.

What is Rhonda Taylor-Boles's role at the current company?

Rhonda Taylor-Boles's current role is Client Service Representative.

What is Rhonda Taylor-Boles's email address?

Rhonda Taylor-Boles's email address is rh****@****ail.com

What schools did Rhonda Taylor-Boles attend?

Rhonda Taylor-Boles attended University Of Pittsburgh, University Of Pittsburgh.

What skills is Rhonda Taylor-Boles known for?

Rhonda Taylor-Boles has skills like Marketing, Strategic Planning, Marketing Strategy, Process Improvement, Customer Satisfaction, Account Management, Project Management, New Business Development, Team Building, Negotiation, Customer Service, Sales Management.

Who are Rhonda Taylor-Boles's colleagues?

Rhonda Taylor-Boles's colleagues are Emma Philipp, Jenn Williams, Melissa Barone, Robert Grife, Rob Wagner, Terri Sams.

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