Annette Lee
Maple Grove,MN
Summary
Experienced retirement services professional prepared to drive results and provide exceptional client support. Proven ability to navigate complex financial landscapes and offer tailored retirement solutions. Strong focus on team collaboration and adaptability, ensuring seamless client experiences. Reliable in meeting changing needs and achieving consistent outcomes.
Overview
5
5
years of professional experience
Work History
Retirement Representative
Empower
02.2024 - Current
- Assist clients in understanding retirement plans and benefits options.
- Process contribution changes, loans, withdrawals, and maintain client account accuracy.
- Educate participants on distribution choices and distribution strategies.
- Collaborated with cross-functional teams to streamline service delivery processes.
- Monitored compliance with regulatory requirements in retirement services.
Customer Care Representative
Talent Inc.
01.2022 - 03.2023
- Resolved customer inquiries through effective communication and problem-solving skills.
- Managed high-volume call queues, ensuring timely responses to customer requests.
- Trained new representatives on company policies and customer care protocols.
- Monitored service metrics to identify areas for improvement and enhance efficiency.
- Collaborated with team members to improve service processes and promote best practices.
Technical Support Representative
Teleperformance USA
01.2021 - 02.2022
- Resolved customer inquiries through various channels, ensuring timely and effective support.
- Collaborated with technical teams to troubleshoot hardware and software issues, enhancing problem resolution efficiency.
- Documented support processes and created knowledge base articles for team reference, improving information accessibility.
- Assisted in training new representatives on systems and procedures, fostering a collaborative work environment.
- Developed troubleshooting guides that streamlined issue resolution processes, reducing average response time significantly.
Education
Bachelor of Science - Sociology
Old Dominion University
Norfolk, VA05-2011
Bachelor of Science - Criminal Justice
Old Dominion University
Norfolk, VA05-2009
Associate of Applied Science - Legal Assisting
Tidewater Community College
Virginia Beach, VA06-2004
Skills
- Client relationship building
- Teamwork and collaboration
- Customer service
- Problem-solving
- Multitasking Abilities
- Critical thinking
- Excellent communication
- Reliability
- Active listening
Timeline
Retirement Representative
Empower
02.2024 - Current
Customer Care Representative
Talent Inc.
01.2022 - 03.2023
Technical Support Representative
Teleperformance USA
01.2021 - 02.2022
Bachelor of Science - Sociology
Old Dominion University
Bachelor of Science - Criminal Justice
Old Dominion University
Associate of Applied Science - Legal Assisting
Tidewater Community College
Similar Profiles
Charmagne N. GelseyCharmagne N. Gelsey
Payroll Conversion Consultant at EmpowerPayroll Conversion Consultant at Empower
Adetola AkanjiAdetola Akanji
Driver at EmpowerDriver at Empower
PRAVEEN R KULKARNIPRAVEEN R KULKARNI
Consultant (Sr. Manager) at EmpowerConsultant (Sr. Manager) at Empower
Adam RongitschAdam Rongitsch
Director, Professional Services – Cisco Collaboration at C1 (Formerly ConvergeOne)Director, Professional Services – Cisco Collaboration at C1 (Formerly ConvergeOne)
Massa CharlieMassa Charlie
House Manager at Bestlife Healthcare Services LLCHouse Manager at Bestlife Healthcare Services LLC