Sharlee Delegal
@sharleedelegal
I resolve high-volume insurance and financial customer account issues.
United StatesWhat I'm looking for
I've supported customers at Brightway Insurance, Merrill Lynch, and Citibank, resolving insurance policy, billing, credit card, and account issues in regulated environments. At Merrill Lynch, I handled 100+ daily calls while supporting high-net-worth clients and financial advisors.
I've investigated complex concerns, explained coverage and account options, processed payments and adjustments, and documented resolutions accurately. At Citibank, I ranked in the top 5% of representatives for production and recovery performance.
Experience
Work history, roles, and key accomplishments
Customer Service Representative
Brightway Insurance
Jun 2015 - Sep 2015 (3 months)
Handled high-volume inbound customer calls regarding insurance billing, coverage, policy changes, renewals, and claims-related questions. Reviewed policy information, explained coverage and provisions, and coordinated with underwriting and claims teams to resolve issues.
Wealth Management Credit Card Associate
Merrill Lynch
Aug 2014 - May 2015 (9 months)
Managed high-volume inbound customer service, handling 100+ calls daily and supporting high-net-worth clients with credit card and account servicing. Handled escalations, researched complex account issues, and supported credit approval and credit-line review processes.
Collections Representative
Citibank
Jan 2009 - Dec 2010 (1 year 11 months)
Managed high-volume outbound collections, making 100+ contacts daily and negotiating payment arrangements and settlements. Investigated account balances and payment histories, processed payments, and consistently ranked in the top 5% for production and recovery performance.
Education
Degrees, certifications, and relevant coursework
Florida State College at Jacksonville
Associate of Arts, Business Administration
Earned an Associate of Arts in Business Administration from Florida State College at Jacksonville in May 2008.
Brightway Insurance
Insurance Customer Service Training, Insurance Customer Service
Completed Insurance Customer Service Training at Brightway Insurance.
Merrill Lynch
Customer Service Excellence Training, Customer Service Excellence
Completed Customer Service Excellence Training at Merrill Lynch.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
Skills
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