Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

KRISTIANNA SPIRITO

New York

Summary

Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining application and underwriting processes for optimized support and dedicated work. Hardworking and passionate job seeker with strong organizational skills eager to secure Direct of Client Experience position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Director of Client Experience

Northwestern Mutual- Daryl Klump
03.2023 - Current
  • Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth
  • Improved project efficiency with strategic planning, resource allocation, and time management practices
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas
  • Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues
  • Monitored office workflow and administrative processes to keep operations running smoothly.

Account Manager

Risk Strategies
05.2022 - 03.2023
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
  • Oversaw new business development and customer servicing
  • Liaised between account holders and various departments
  • Delivered engaging and polished presentations to highlight products and draw favorable competitor comparisons
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities
  • Contributed to annual revenue goals by selling new services and developing new accounts
  • Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs
  • Introduced new processes to improve account and market tracking for better data analysis
  • Improved account management by predicting potential competitive threats and outlining proactive solutions
  • Developed highly profitable pipeline based on multiple sales penetration techniques.

Associate Financial Representative

Nicole Gallagher & J.T. Urraro-Northwestern Mutual
10.2020 - 05.2022
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders
  • Met with customers to assess needs, financial status and eligibility
  • Managed finances and overall business direction through solutions-oriented problem-solving
  • Handled incoming payments and outgoing disbursements
  • Received customer applications and followed up with clients to obtain missing information before submission
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support
  • Met with members to understand goals and recommend solutions to fit specific needs
  • Gathered customer information and maintained in CRM database
  • Documented customer interactions and relationships using CRM systems
  • Monitored portfolio performance using online tools such as Netx360 & Work Manager
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance
  • Fostered positive business relationships to promote continued interest in Life Insurance products and services
  • Conducted research to answer questions and handle issues using multiple systems and resources
  • Worked a lot with our underwriting team to make sure client's policies were inforce with no issues.

Intern

Northwestern Mutual Life Insurance
02.2020 - 10.2020
  • Sorted and organized files, spreadsheets and reports
  • Analyzed problems, identified solutions and made decisions
  • Interacted with customers by phone, email or in-person to provide information
  • Completed research, compiled data, updated spreadsheets and produced timely reports
  • Contacted people through social media, Phoning and warm market to help people with learning about Insurance
  • Attended Events with other interns to collaborate on new ideas to get in touch with new people/Networking
  • Attended weekly meetings with Mentor's to help me with development
  • Enhanced production of Life Insurance to exceed goals
  • Gathered, organized and input information into digital database
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
  • Worked with customers to understand needs and provide excellent service
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Front Desk Coordinator

Luminez Hair Salon
02.2017 - 01.2020
  • Scheduling, cancelling and changing appointments
  • Checked-in late-arrival guests, collected payments and verified reservation details to maintain customer satisfaction
  • Greeted incoming visitors, verified credentials and purpose of visit in order to direct appropriate area or personnel
  • Kept accounts in balance and ran daily reports to verify totals
  • Collaborated with team members to handle guest requirements from check-in through check-out
  • Oversaw fast-paced front desk operations and guests' needs at busy facility
  • Prepared weekly employee work schedules for team members
  • Scheduled [Type] appointments in computer system
  • Trained all staff on front desk procedures and policies
  • Transcribed phone messages for entire office and relayed messages.

Education

Academic Diploma Business -

John F Kennedy High School

Bachelor of Science Business -

Farmingdale State College
01.2020

Associates Degree Business -

Nassau Community College
01.2018

Skills

  • Client servicing
  • Financial reviews
  • Payment plans
  • Appointment Scheduling
  • Stock trades
  • Compliance risk management
  • Product recommendations
  • Compliance requirements
  • Profit management
  • Commodity risk management

Certification

  • Licensed Life, Health & Accident, 01/2020, No End Date
  • Licensed Series 6, 03/2021, No End Date
  • Licensed Series 63, 05/2021, No End Date

Accomplishments

  • Achieved my Life, Accident & Health, SIE, Series 6 & Series 63 with accuracy and efficiency.
  • Used Microsoft One Note to develop inventory tracking, Status Updates & Keeping Track of clients.

Timeline

Director of Client Experience

Northwestern Mutual- Daryl Klump
03.2023 - Current

Account Manager

Risk Strategies
05.2022 - 03.2023

Associate Financial Representative

Nicole Gallagher & J.T. Urraro-Northwestern Mutual
10.2020 - 05.2022

Intern

Northwestern Mutual Life Insurance
02.2020 - 10.2020

Front Desk Coordinator

Luminez Hair Salon
02.2017 - 01.2020

Academic Diploma Business -

John F Kennedy High School

Bachelor of Science Business -

Farmingdale State College

Associates Degree Business -

Nassau Community College

Similar Profiles

CREATE PROFILE
KRISTIANNA SPIRITO