Phrieda Bogere

Digital Support Specialist

Nymbus

Jun 2025 - Jul 2025 (2 months)

• Efficiently answer inbound calls, secure messages and other communications from digital bank clients. • Utilize numerous programs and systems to investigate, troubleshoot and resolve client tickets and inquiries. • Actively participate in testing of bank environments, validation of data and use of systems to adequately verify new code and enhancements are fully vetted. • Monitor Digital Bank applications and decision based on structured account onboarding procedures while adhering to respective regulations and policies. • Complete all transactions with accuracy and within guidelines, policies or procedures, exercising discretion and independent judgement.

Customer Success Advocate

BOLD PENGUIN

Jul 2023 - May 2025 (1 year 11 months)

• Provide support to prospect and guide them through the application process for obtaining com mercial insurance. • Set expectations and identify appropriate business category for the prospect during the call. • Verify and update customer's information before matching them to an agent carrier.

R

Complex Catastrophe Adjuster

Renfroe

Dec 2022 - Jan 2023 (2 months)

• Calculates settlement amount using market vehicle reports, estimates, and photos that show damage • Contacts all parties involved to settle the claim • Processes car title and tax transactions • Reviews and reimburses expenses relating to loss of use based on the customer's policy

C

Claims Processor

Dec 2021 - Apr 2022 (5 months)

• Applies claims settlement procedures to process claims assigned by claims management, within approved limits • Initiates claim payment process and/or closes assigned files, as directed • Uses various electronic resources for claim processing • Follows Renfroe and clients' policies and state specific regulations to handle all assigned du ties under moderate supervision

Associate - Workplace Solutions Group

Morgan Stanley

Sep 2019 - Nov 2021 (2 years 3 months)

• Analyze and answer questions in regards to employee stock plan accounts • Provide technical support on the platform site • Update and verify participant's information • Complete firm verification for account activity and stock transfers • Process and follow up on participant service requests in a timely manner • Manage cases submitted through workflow • Adhere to compliance and firm guidelines when handling accounts

S

Service Professional

Jan 2019 - Sep 2019 (9 months)

• Provide level two technical support on the digital platform site • Answer general investment inquiries regarding client accounts • Utilize company's software applications to update and verify client information

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