David Mcswain

Experience

• 

  Harry Ritchie's Jewelers

  Mar 1999 - Apr 2005

  Sales Manager
• 

  Carl Greve, LLC

  Apr 2005 - Jul 2011

  Sales Professional
• 

  Shreve & Co.

  Sept 2011 - Feb 2017

  Sales Professional
• 

  Opulent Creations LLC

  Feb 2017 - Nov 2020

  Business Owner
• 

  Portland General Electric

  Jan 2021 - now

  Research and Analysis Typically work in specific specialty areas. Analyzes, investigates and negotiates billing issues to respond to inquiries; researches and analyzes when billing adjustments, exceptions and corrections are required and obtains approval to process; reviews and analyzes data reports.Customer Support Responds to customers’ billing-related questions via various channels; informs customers about PGE policies, processes and procedures. Work Management Creates, maintains, or removes persons and accounts in the automated billing system; logs and tracks customer contacts and interactions; processes and documents employee discounts; processes billing adjustments, exceptions and corrections; calculates and prepares reimbursements; documents and updates work processes; recommends process improvements; processes bills and documents accounts; ensures time lines are met. Written Communications Sends emails, letters, bills and other communications to customers using templates within established time frames. Collaboration and Information Sharing Responds to outage calls when needed; responds to questions from other departments via various channels. Show less Providing customers with exceptional service answer phones promptly and respond to customer inquiries to provide first-call resolution.Guide customers to appropriate solutions with PGE programs, products, and services in accordance with standardized processes and procedures. Document information according to procedures and within established time frames.Use the appropriate systems to process various customer correspondence, internal paperwork, marketing promotions, and other customer documents utilizing the Customer Information System. Show less

  • Billing Advisor

    Oct 2022 - now

  • Customer Service Advisor

    Jan 2021 - Oct 2022