BJ

Bree J.

Client Account Analyst at PlanSource

Bree J. has extensive work experience in the customer service and employee benefits field. Bree is currently employed at PlanSource as a Client Account Analyst since July 2022. Prior to that, they worked as a Sr. Customer Service Representative from March 2021 to July 2022, and as a Contact Center Associate from August 2020 to March 2021.

Before joining PlanSource, Bree worked at the Florida Department of Economic Opportunity as an Employment Securities Representative from October 2017 to May 2018. Bree also gained experience at Randstad USA and ExecuSource as an Employee Benefits Specialist for short periods in 2017 and 2016 respectively.

Bree's early career began at Aon Hewitt in 2013, where they held multiple roles including Customer Service Associate, Interim Customer Service Client Specialist, and Training Facilitator. Bree'sresponsibilities included handling customer inquiries and escalations, maintaining client relationships, and conducting training sessions for new hires and existing employees.

Overall, Bree J. has a strong background in customer service, employee benefits, and training facilitation.

Bree J. attended Colonial High School from 1998 to 2002 and received a High School Diploma. No specific field of study is mentioned.

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Timeline

  • Client Account Analyst

    July, 2022 - present

  • Sr Customer Service Representative

    March, 2021

  • Contact Center Associate

    August, 2020