taylor jarvis
@taylorjarvis
Financial operations and customer support professional helping clients with benefits, transactions, and compliant case resolution.
What I'm looking for
I’m a Financial Operations and Customer Support professional with experience supporting high-volume business operations, financial transactions, benefits administration, data management, and client services. I’m known for managing multiple priorities, analyzing complex information, resolving discrepancies, and communicating clearly with customers and internal stakeholders.
Most recently, as a Benefits Advisor at Alight Retiree Health Solutions, I performed detailed financial and benefits analyses to support healthcare and retirement decisions. I managed high-volume case workloads while meeting strict quality and compliance standards, researching account discrepancies and coordinating resolutions across internal departments. I also interpreted complex plan information, maintained accurate records and system updates in enterprise software, and supported workflows through documentation review, data entry, and transaction processing.
Before that, I worked as a Pet Insurance Sales & Service Agent at MetLife and a Licensed Insurance Agent at TTEC, processing policy changes and service requests while maintaining data accuracy and meeting compliance requirements. Earlier, as an Intelligence Specialist in the United States Navy Reserve, I produced analytical reports and operational briefings for leadership and coordinated across teams in high-pressure environments where accuracy and discretion mattered.
Experience
Work history, roles, and key accomplishments
Conducted detailed benefits and financial analyses to support healthcare and retirement decisions for clients, managing high-volume cases while meeting compliance and quality standards. Researched account discrepancies, interpreted plan information, and maintained accurate records in enterprise systems.
Produced analytical reports and operational briefings to support leadership decision-making, maintaining accuracy when handling sensitive information. Coordinated with multiple teams to meet mission requirements and operational objectives in high-pressure environments.
Processed policy changes, service requests, and account updates with a focus on data accuracy, investigating customer concerns and coordinating timely resolutions. Documented interactions and maintained account records within internal systems.
Educated clients on insurance and financial protection products, handling inquiries, policy modifications, and account maintenance. Met service and compliance requirements in a metrics-driven environment while resolving issues and building customer relationships.
Education
Degrees, certifications, and relevant coursework
taylor hasn't added their education
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Tech stack
Software and tools used professionally
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