Ana Taylor
Mishawaka,IN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Financial Professional
Equis Financial Group
02.2022 - Current
- Selling, Assisting and educating customers with Final Expense, Mortgage Protection, Term Life, IUL, and Whole Life
- Setting up billing and processing payments
- Develop personalized insurance plans for clients based on their financial goals, risk tolerance, and life stage, ensuring long-term satisfaction and retention
- Enhancing customer loyalty and retention by providing exceptional post-sales support and personalized insurance solutions tailored to individual client needs.
Customer Service Professional
Lowes
01.2023 - 09.2023
- Assisted customers by answering questions and responding to inquiries.
- Developed rapport with customers through active listening and empathetic communication, resulting in enhanced satisfaction levels.
- Responded to customer calls and emails to answer questions about products and services.
- Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
- typing 40+ wpm, navigating thru multiple systems, using salesforce programs and CRM systems
Account Manager
Michiana Top Quality Cleaning
01.2020 - 02.2022
- Establishes strategic goals, financial, service, Marketing, prepare proposals, payroll, customer service, stocking supplies, problem solving and recruiting contractors
- Identify and capitalize on new business opportunities within the cleaning industry, expanding
- Develop and implement training programs to improve contractor performance and service quality, leading to increased customer satisfaction and loyalty
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
NDT TECHNICIAN LEVEL 2
HOWMET AEROSPACE
08.2018 - 01.2020
- Identified weaknesses and imperfections in products or machinery, test parts or products for flaws using a variety of methods, including ultrasonic testing, dye testing, and visual inspection
- Conducted regular audits and inspections to ensure compliance with NDT procedures and industry regulations,
- Visually examined materials, structures and components for signs of corrosion, metal fatigue and cracks.
Debt Collector
One Advantage
06.2017 - 08.2018
- Kept track of outstanding debts
- Planned course of action to recover owed money. Located and contacted debtors Negotiated payoff and deadlines. Handled customers complaints or questions
- Implemented data-driven strategies to optimize debt collection processes and increase recovery rates
- Implemented creative and effective strategies to motivate debtors to settle outstanding debts promptly, such as offering tailored payment plans or settlement discounts, while maintaining a professional and respectful approach to enhance customer relationships.
Correctional Officer
Westville Correctional Facility
06.2014 - 06.2017
- Upheld orders and supervised offenders and instruct offenders in their adjustment to institutional living
- Implemented effective communication strategies to de-escalate conflicts and maintain a safe environment within the correctional facility
- Maintained inmate safety through vigilant monitoring of behavior and swift intervention during conflicts.
- Reduced instances of contraband by thoroughly searching inmates, cells, and common areas.
Education
Bachelor of Science - Finance
Indiana University South Bend
South Bend, IN08.2027
Skills
- Customer Service
- Team Collaboration
- Billing/invoicing
- Microsoft Office
- Excel
- PowerPoint
- Word
- Client Relationship Management
- Effectively Meet Deadlines
- Achieve Targets
- Work Under Pressure
- Salesforce
- Excellent Communication
- 40 wpm
- navigating multiple systems
- Empathy
Timeline
Customer Service Professional
Lowes
01.2023 - 09.2023
Financial Professional
Equis Financial Group
02.2022 - Current
Account Manager
Michiana Top Quality Cleaning
01.2020 - 02.2022
NDT TECHNICIAN LEVEL 2
HOWMET AEROSPACE
08.2018 - 01.2020
Debt Collector
One Advantage
06.2017 - 08.2018
Correctional Officer
Westville Correctional Facility
06.2014 - 06.2017
Bachelor of Science - Finance
Indiana University South Bend
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