Open to opportunities

Mercedes-Benz Taylor

@mercedes-benztaylor

Message

I retain customers and resolve regulated insurance and financial-service account issues.

United States

Message

What I'm looking for

I'm seeking a remote, location-independent Customer Success or Onboarding Specialist role in fintech, insurtech, or SaaS, where I can support retention, customer satisfaction, compliance, and complex account resolution.

I've supported insurance policyholders at Veracity Insurance Solutions, resolving inquiries and escalations while maintaining 100% compliance with regulatory documentation standards.

Across TTEC, Continuum Global Solutions, and Proctor Loan Protector, I've handled the full insurance policy lifecycle, mortgage servicing inquiries, billing discrepancies, payment processing, and account updates in remote and regulated environments. I bring hands-on experience with Salesforce, Zendesk, HelpScout, QuickBooks Pro, and distributed cross-functional workflows.

As an active Texas Licensed Insurance Agent, I'm focused on helping fintech, insurtech, and SaaS customers succeed through accurate administration, proactive communication, and audit-ready service.

Experience

Work history, roles, and key accomplishments

Customer Service Representative

Veracity Insurance Solutions, LLC

Dec 2024 - Mar 2026 (1 year 3 months)

Served as primary point of contact for insurance policyholders, resolving inquiries and escalations while maintaining 100% compliance with regulatory documentation standards. Delivered cross-functional administrative support to leadership, coordinating multi-department workflows and keeping high-priority initiatives on track.

Customer Service Regulatory Compliance Documentation Cross functional Leadership