EFEOGHENE J.
Mid-Level Fintech Client Support Specialist
Open to offersNew to PlatformAbout
Jennifer O. is an experienced Client Support Specialist with over four years of service in the fintech, insurance, and digital health industries. She has managed high call volumes and maintained precise documentation as a Telephone Sales Representative at Newton Family Insurance (Allstate), qualifying prospects and supporting the sales team with accurate lead transfers. In fintech roles at U-Cash, PalmPay Ltd, Accelerex Network Limited, and ITEX Integrated Services Ltd, Jennifer handled payment reconciliation, dispute resolution, and chargebacks, using CRM tools like Ricochet and Airtable to maintain reporting accuracy. Her remote experience also includes supporting therapy clients at Wellnite, where she leveraged solutions such as Acuity and Slack to schedule sessions and coordinate workflows. Jennifer holds HND and ND credentials in Accounting from Ogun State Institute of Technology and is trained in anti-money laundering & fraud, cybersecurity, and customer service.
Experience
Telephone Sales Representative
Newton Family Insurance (Allstate) · 2025 — PresentExecuted over 380 outbound calls daily using Ricochet dialer, ensuring high levels of productivity. Qualified prospects and transferred more than 60 leads monthly to licensed insurance agents. Verified customer information prior to transfers for compliance and effective handoffs. Entered lead status, call outcomes, and customer notes into Ricochet/CRM systems with attention to detail. Partnered with the sales team to enhance lead quality and customer experience.Customer Service Representative
U-Cash (Remote) · 2024 — 2025Addressed over 70 customer inquiries daily through phone and live chat, achieving a first-contact resolution rate of 90%. Provided assistance with loan applications and account-related issues to create a seamless user experience. Kept CRM records up-to-date and escalated complex issues for prompt resolution.Member Support Specialist
Wellnite (USA, Remote) · 2023 — 2023Delivered support employing the E.A.R. method (Empathize, Acknowledge, Reassure) to enhance client retention. Managed over 60 calls and texts daily via OpenPhone and TextMagic, successfully reducing response times. Scheduled therapy sessions using Acuity and organized client data in Airtable. Coordinated with therapists and internal teams through Slack to ensure seamless case resolution.Reconciliation Officer
ITEX Integrated Services Ltd, Nigeria · 2022 — 2023Reconciled daily transactions across systems, identifying and fixing discrepancies that influenced revenue reporting. Ensured accuracy in internal documentation and facilitated timely partner settlements.Reconciliation Officer
Accelerex Network Limited, Nigeria · 2021 — 2022Processed incoming chargebacks from UPdms and arbiters, ensuring appropriate documentation and resolution. Prepared and submitted weekly and monthly reports to senior management.Reconciliation Officer
PalmPay Ltd, Nigeria · 2020 — 2021Forecasted and funded partner wallets on a daily basis to prevent transaction delays. Reconciled a variety of product lines across digital payment channels.Finance Intern
PalmPay Ltd, Nigeria · 2019 — 2020Assisted the finance team in handling pending transactions and resolving chargebacks from Paystack. Supported daily transaction reviews and facilitated customer support handoffs.
Skills & Expertise
Education
- Higher National Diploma (HND), AccountingOgun State Institute of Technology, Igbesa · — — 2018
- National Diploma (ND), AccountingOgun State Institute of Technology, Igbesa · — — 2015
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