BHAVNA BHATT

Make decisions using established protocols, legislation, and policies from different stakeholders.

Communicating effectively through email and phone with plan participants to resolve health benefit issues in transparent manner.

Checking accuracy and completeness of benefits applications and supporting documents.

Following stringent guidelines and protocols to ensure data confidentiality and integrity.

Using mathematical abilities and interaction software to compute disability claims and deductions.

Collaborating with a variety of coworkers and Travel Co-coordinators from across prairies to accomplish objectives and successfully resolve problems.

Working closely with team members to develop solutions, fulfill case load requirements, and meet deadlines proactively.

Effectively using electronic health record systems (MTRS _ SAP based) to manage case documentation.

Gathering, combining, and evaluating data while meeting deadlines to ascertain case claim eligibility.

Adapting to continuous policy changes while managing case load.

Verifying case initiation accuracy, monitoring claim progress, and closing entire journey for complete tracking during claim lifecycle

• Stored copies of completed returns and related documents according to company procedures and business regulations.
• Determined clients' eligibility for tax credits, abatements, or deductions through careful research and oversight.
• Helped clients integrate new tax software with accounting software.
• Collected detailed information and required paperwork from clients to complete tax returns.
• Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
• Finalized and processed paperwork with local, state, and federal government author service.
• Informed clients of potentially beneficial products and services, resulting in additional business opportunities.

• Performed floor moves, merchandising, display maintenance, and housekeeping to keep sales areas well-stocked, organized, and current.
• Stayed up to date on store promotions, payment policies, and security practices.
• Maintained visually appealing and effective displays for the entire store to drive sustained revenue and move target products.
• Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
• Educated customers on product and service offerings.

• Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
• Maintained knowledge of company products and services to promptly resolve complaints and concerns.
• Uphold strict quality control policies and procedures during customer interactions.
• Interviewed, hired, and trained new quality-focused customer service representatives.
• Organized shift assignments to meet expected coverage demands by factoring in typical loads and upcoming changes.
• Evaluated the quality of representatives' phone calls and provided feedback to management.
• Led team engaged in delivering assistance to the customer service department daily.

• De-escalated problematic customer concerns, maintaining a calm, friendly demeanor.
• Documented conversations with customers to track request problems and solutions.
• Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
• Assisted customers in making payments on accounts and setting up payment plans.
• Escalated customer concerns, store issues, and inventory requirements to supervisors.
• Answered 30+ inbound calls per day and directed to individuals or departments.
• Exceeded company productivity standards on a consistent basis.
• Relayed productive customer feedback to marketing teams.