Summary
Overview
Work History
Education
Skills
Timeline
Generic

AARON DONGELL

Bird Island,Minnesota

Summary

Results-oriented professional dedicated to exceptional quality and looking for growth-oriented position. Offering 24 years of professional experience and a driven nature.

Overview

28
28
years of professional experience

Work History

Insurance Agent

Cook Insurance Agency
09.2023 - 07.2024
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Maintained high standards of customer service by building relationships with clients.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

CLIENT SERVICE SPECIALIST III

CAPTIAL GROUP
04.2015 - 03.2022
  • Managed tasks consistently and sought out opportunities to go beyond requirements and support business targets
  • Monitored processes and recommended methods for improvement
  • Assisted clients and brokers with new account setup, transactions, and service for retirement, 529, and non-qualified accounts
  • Specialized in letter of intent, cost basis, and incoming wires
  • Led training classes for associate development within the organization.

CLIENT SERVICE SPECIALIST

CAPITAL GROUP
05.2006 - 04.2015
  • Used strong communication skills to control conversations and consistently meet performance targets
  • Provided client services on issues and obtained information to facilitate timely resolutions
  • Investigated/researched service concerns, communicating between departments such as sales and production to understand and correct issues and/or challenges
  • Continuously met or exceeded service quality and performance leading to advancement within the organization and relocation to the firm's San Antonio, Texas office.

PERSONAL BANKER

BANK OF AMERICA
03.1996 - 05.2006
  • Over ten (10) years of branch level banking operations and sales beginning as a bank teller and advancing to personal banker
  • Used consultative sales process and financial needs assessment to build thorough customer profiles
  • Recommended banking products and services to clients based on individual needs
  • Applied all internal policies on risk management to customer interactions, client selections, and new patron acquisition efforts
  • Researched, troubleshot, and resolved customer and internal inquiries regarding policies, practices, and products
  • Developed relationships with customers, suggested suitable bank services, and met banking needs.

Education

MASTERS OF BUSINESS ADMINISTRATON -

UNIVERSITY OF PHOENIX
03.2005

BACHELORS DEGREE - BUSINESS ADMINISTRATION

UNIVERSITY OF PHOENIX 2
11.2000

Skills

  • Self-starter
  • Proficient computer skills
  • Meticulous attention to detail
  • Critical thinking
  • Results-oriented
  • Strong communication skills
  • Process implementation
  • Staff development
  • Operational process
  • Research and corrections
  • Strong written skills
  • Team player
  • Policy Renewals
  • Customer Service
  • Client Retention

Timeline

Insurance Agent

Cook Insurance Agency
09.2023 - 07.2024

CLIENT SERVICE SPECIALIST III

CAPTIAL GROUP
04.2015 - 03.2022

CLIENT SERVICE SPECIALIST

CAPITAL GROUP
05.2006 - 04.2015

PERSONAL BANKER

BANK OF AMERICA
03.1996 - 05.2006

MASTERS OF BUSINESS ADMINISTRATON -

UNIVERSITY OF PHOENIX

BACHELORS DEGREE - BUSINESS ADMINISTRATION

UNIVERSITY OF PHOENIX 2

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