Rhonda Taylor-Boles Email and Phone Number
Rhonda Taylor-Boles work email
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Rhonda Taylor-Boles personal email
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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.
Inspirafs, Inc.
View- Website:
- inspirafs.com
- Employees:
- 8
-
Client Service RepresentativeInspirafs, Inc.Pittsburgh, Pa, Us -
Senior Ira Specialist At BpasBpas Apr 2023 - PresentUtica, Ny, Us -
Client Service RepresentativeInspirafs, Inc. Jan 2014 - PresentPittsburgh, Pa, UsOutline 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 -
Client ServicesMillennium Trust Company Jan 2014 - PresentOak Brook, Il, Us -
Business Development ManagerPtm Jul 2013 - Oct 2013
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Director Of MarketingChampion Window Mfg. Feb 2012 - May 2012Cincinnati, Ohio, Us -
Business DevelopmentCima Software, Inc May 2011 - Sep 2011Pittsburgh, Pennsylvania, Us -
Account Service ManagerSinglesource Roofing Mar 2009 - May 2011
Rhonda Taylor-Boles Skills
Rhonda Taylor-Boles Education Details
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University Of PittsburghSpanish Language And Literature -
University Of PittsburghPolitical 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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