Juan David Neira

Onboarding Specialist

Bobtail

Jan 2022 - Current (4 years 10 months)

• Managed end-to-end customer onboarding for new business accounts.
• Verified business documentation and performed KYC reviews to ensure compliance.
• Maintained accurate customer records using CRM platforms, including HubSpot.
• Assisted customers with account activation, fleet card setup, and product onboarding.
• Coordinated with Sales, Operations, and Compliance teams to resolve onboarding issues efficiently.
• Provided professional customer support via email and phone.
• Prepared, reviewed, and managed onboarding documentation using electronic signature platforms.
• Maintained accurate data entry while ensuring compliance with company policies.
• Delivered exceptional customer service while cons

Technical Support Representative (Chat)

Teleperformance

Jan 2019 - Jan 2022 (3 years 1 month)

• Provided technical support to Vivint Smart Home customers exclusively through live chat.
• Diagnosed and resolved issues related to smart home devices, security systems, cameras, sensors, and mobile applications.
• Guided customers through troubleshooting steps and remote problem resolution.
• Documented customer interactions accurately in CRM systems.
• Escalated advanced technical issues to specialized support teams when necessary.
• Maintained high customer satisfaction while meeting response time and quality metrics.
• Delivered clear, professional, and grammatically accurate written communication.

Customer Service Representative

EXL

Jan 2015 - Jan 2019 (4 years 1 month)

• Assisted Aetna health insurance members with questions regarding health plans and coverage.
• Explained insurance benefits, eligibility, and policy details.
• Resolved medical billing inquiries and coordinated issue resolution.
• Educated members on healthcare policies, claims, and available benefits.
• Maintained confidentiality while handling sensitive healthcare information.
• Achieved quality and customer satisfaction goals through effective communication and problem-solving.

Customer Service & Technical Support Representative

Teleperformance

Aug 2013 - Apr 2015 (1 year 9 months)

• Provided customer service and technical support for Comcast Cable customers.
• Troubleshot internet, cable television, and telephone service issues.
• Guided customers through technical troubleshooting and service restoration.
• Escalated complex issues when required and ensured proper follow-up.
• Accurately documented customer interactions and service requests in CRM systems.
• Delivered excellent customer service while consistently meeting performance metrics.

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Juan David Neira

About

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Behavioral traits