I am a customer service professional and Licensed Professional Teacher (LPT) with over 12 years of experience in financial services. I worked as a Fraud Prevention and Claims Specialist at Teleperformance from 2014 to 2022 and currently serve as a Client Service Manager at Manulife, supporting John Hancock Retirement Services since 2022. I am proficient in Microsoft Excel and enterprise business systems such as Salesforce. I support over 300 401(k) retirement plans and work closely with business owners, executives, third-party administrators (TPAs), brokers, payroll administrators, and auditors, assisting with administrative functions, account servicing, and resolving complex inquiries.
Experience: 5 - 10 years
Fraud Prevention and Claims Specialist with over 7 years of experience in detecting fraudulent activity, managing claims, and supporting clients with secure and compliant financial solutions.
Experience: 5 - 10 years
Proficient in Microsoft Excel and enterprise systems like Salesforce, managing over 300 401(k) retirement plans. Skilled in working with business owners, executives, TPAs, brokers, payroll administrators, and auditors to deliver account servicing, resolve complex inquiries, and ensure administrative accuracy.
Experience: 5 - 10 years
Strong record management skills—maintaining accurate documentation, ensuring compliance, and supporting audits with efficiency and confidentiality.
Experience: 5 - 10 years
Strong office and administrative communication skills — delivering clear correspondence, supporting executives and clients, and ensuring accurate documentation across business systems.
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