
Zach Ward
@zachward
I resolve complex client, insurance, and technical support needs across healthcare and enterprise platforms.
What I'm looking for
I've supported customers across respiratory care, insurance authorization, and enterprise advisor technology. At Reliable Respiratory, I troubleshoot CPAP issues, adjust prescribed pressure settings remotely, manage PAP and diabetes coverage documentation, and coordinate with insurers and doctors' offices.
At Broadridge Advisor Solutions, I handled enterprise product adoption, implementation, onboarding, escalations, reporting, and Advisor Portal support. I built SOPs, trained sales and client service teams, maintained HTML uploads, and was promoted from Senior Client Services Representative to Account Relationship/Customer Success.
Experience
Work history, roles, and key accomplishments
CSR Sleep Therapy / Auth. Specialist
Reliable Respiratory
May 2023 - Sep 2026 (3 years 4 months)
Assisted customers with CPAP troubleshooting and compliance adherence, adjusted pressure settings remotely, and managed CMNs and PARs for PAP and diabetes coverage. Interacted with insurance companies and doctors' offices to ensure coverage.
Client Services Representative/Driver
Clean Uniforms & More
Jan 2021 - May 2023 (2 years 4 months)
Grew and maintained existing business, developed client relationships, adhered to DOT regulations, and handled contract negotiation, order submission, and AR follow-up. Performed regular delivery and pickup of garments and rags per OSHA and EPA standards.
Cable Installer
Prince Telecom LLC
Aug 2020 - Dec 2020 (4 months)
Installed cable and telecommunication services for residential homes as a Spectrum subcontractor. Provided face-to-face customer service, troubleshooting, and helpful suggestions to ensure customer satisfaction.
Account Relationship/Customer Success
Broadridge Advisor Solutions
Jul 2017 - Oct 2019 (2 years 3 months)
Managed enterprise-level project management, product adoption, and implementation for the Advisor Portal. Handled over 400 emails weekly, resolved client issues, and provided onboarding and guidance to sales representatives and clients.
Sr. Client Services Representative
Broadridge Advisor Solutions
Mar 2013 - Jul 2017 (4 years 4 months)
Provided dedicated support for the Advisor Portal and FINRA-reviewed document library. Addressed client issues via phone, live chat, and email, escalated issues, and provided training and demos for sales and support teams.
Education
Degrees, certifications, and relevant coursework
Grafton Memorial Senior High
High School Diploma, General Studies
Completed high school education at Grafton Memorial Senior High in 2009.
Coursera
Foundations of Project Management Course Certificate, Project Management
Earned a certificate in Foundations of Project Management from Coursera.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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