Roderick Walker Email & Phone Number

Florida, United States

Los Angeles, CA

Client Service & Operations Specialist, coordinates actions between Signature Investment Advisors (SIA) Relationship Managers, Custodians and Clientele to ensure seamless third party transactions. Provides a high level of support for high net worth Financial Advisor firms around the country.

Portsmouth, NH

• Able to perform multiple Control responsibilities cross-team within multiple work sites
• Coordinate complex research efforts within Annuities Operations
• Understand the crucial, time sensitive nature of reclaiming funds and SPRNT processing
• Act as subject matter expert for SPRNT credit processing as well as various types of daily processing tasks handled by the team
• Analyze and resolve potential courses of action for specific reclaim scenarios
• Call clients, participants, beneficiaries and other interested parties in an effort to reclaim funds

Portsmouth, NH

• Research, resolve and respond to a variety of complex, sensitive telephone inquiries and billing issues from policy holders, providers, claimants and implementation coordinators
• Able to multitask and adapt as new procedures, standards and policies changed on a monthly basis
• Leverage multiple computer-based administration systems and expert resources to resolve customer inquiries.
• Provide information on the benefits of multiple products, updates about billing and provider issues, plan provisions, payments statuses, and contract information
• Initiate transactions due to client requests while maintaining close attention to detail in order to reach mutual resolution of any challenges they experience.
• Efficiently resolved billing discrepancies with maximum accuracy

Dover, New Hampshire

Worked as a member of the Specialty Lines Production team within the Personal Markets department. Used various programs such as RIS, Customer Service Workbench, and Central Views to compile and compute complex quotes and premium charges, process new business, endorsements, and cancellations.

Assisted in training new employees June- August 2008, 2009,2010 Provided excellent work/living conditions for all campus residents Managed co-workers for various facility assignments.