AQUALA WILLIAMS
Huntersville,NC
Summary
Experienced Consumer Support Specialist with 5+ years of experience in client account management and customer resolution. Skilled in Microsoft Excel and Power BI data analytics tools and has served as a Subject Matter Expert and training support agent. Possesses strong communication and listening skills, adaptability, and administrative and organizational skills.
Overview
9
9
years of professional experience
Work History
Death Claims Processor
Equitable Insurance/ Teksystems
Charlotte, NC
09.2024 - Current
- Processed a high volume of incoming claims in accordance with established policies and procedures.
- Prepared and reviewed insurance-claim forms and related documents for completeness.
- Verified claim data correctness in preparation for processing.
- Processed claims for payment or forwarded to appropriate personnel for further investigation
Client Relationship Specialist
VANGUARD/INFINIA SEARCH
Charlotte, NC
03.2024 - Current
- Answer inbound calls to assist investors with questions, monetary transactions, financial products and services
- Responds to requests for investment, fund, and account information
- Resolves general account issues
- Follows standardized processes to complete monetary and administrative transactions
- Documents and reports client feedback for process improvement efforts
Deposit Operations Specialist
ALLY FINANCIAL
Charlotte, NC
05.2020 - 03.2024
- Utilize multi-communication channels such as inbound calls, outbound calls, click-to-chat, and secure messaging to serve customers
- Assist customers with managing liquid deposit accounts, certificates of deposits, IRA, and Trust accounts
- Resolve customer inquiries and complaints in a timely and efficient manner
- Maintain accurate records of customer interactions and transactions
Sales Professional
RED VENTURES
Fort Mill, SC
05.2018 - 04.2020
- Exceeded daily, weekly, monthly, and quarterly sales targets
- Answered a high volume of incoming calls daily
- Surpassed customer expectations delivered maximum product value, and closed sales in just one call
- Consistently achieved top performance metrics
Employee Benefits Specialist
ALIGHT SOLUTIONS
Charlotte, NC
09.2016 - 05.2018
- Handled a high volume of inbound calls from clients' employees
- Processed transactions such as health enrollments, tax and direct deposit updates
- Communicated with third parties to research and assist customers with updates and inquiries
- Coordinated and conducted employee benefit enrollments and orientations
Education
AS Applied Science - Digital Video and Media Production
The Art Institute of Charlotte
01.2014
Bachelor of Arts - Communications
University of North Carolina At Charlotte
Charlotte, NC08-2025
Skills
- Account management
- Strong communication and listening skills
- Sales
- Administrative and organizational skills
- Critical thinking skills
Timeline
Death Claims Processor
Equitable Insurance/ Teksystems
09.2024 - Current
Client Relationship Specialist
VANGUARD/INFINIA SEARCH
03.2024 - Current
Deposit Operations Specialist
ALLY FINANCIAL
05.2020 - 03.2024
Sales Professional
RED VENTURES
05.2018 - 04.2020
Employee Benefits Specialist
ALIGHT SOLUTIONS
09.2016 - 05.2018
AS Applied Science - Digital Video and Media Production
The Art Institute of Charlotte
Bachelor of Arts - Communications
University of North Carolina At Charlotte
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