Ariana Williams
Jacksonville,FL
Summary
Dedicated and adaptable professional with a proactive attitude focused on contributing to a dynamic team and supporting organizational goals. Strong work ethic and effective communication skills ensure efficient collaboration and problem-solving. Quick learner with a commitment to continuous growth.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Service Representative
PRIMERICA FINANCIAL SERVICES
Duluth, GA
05.2024 - Current
- Develop relationships with customers through regular follow-up communications.
- Monitor daily activity related to deposits, withdrawals, transfers, and returns.
- Verify the accuracy of transaction details prior to processing payments.
- Initiate follow-up calls with customers to ensure satisfaction with the services provided.
- Resolve conflicts between customers and other departments through effective communication skills.
- Processed new account applications efficiently while verifying all required documents were received.
- Maintain up-to-date knowledge of banking regulations and guidelines for compliance purposes.
- Performed data entry of customer accounts into the system.
- Investigate billing discrepancies and implement corrective measures when necessary.
- Provide detailed information regarding products, services, and account status.
Small Business Owner
Sea Turtle Acquisitions LLC
St. Petersburg, FL
02.2024 - Current
- Reviewed company performance metrics on a regular basis to identify areas of improvement or growth potentials.
- Developed business plans and strategies to grow small business.
- Provided support services such as technical assistance or troubleshooting issues for clients.
- Developed and maintained relationships with clients to understand their needs and provide solutions.
- Created reports on customer satisfaction, account status, sales projections, and market trends.
- Identified opportunities for growth by exploring new markets or introducing innovative products and services.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Updated and maintained databases with current information.
Personal Lines Customer Service Representative
Brightway Insurance
Jacksonville, FL
04.2021 - 04.2022
- Resolved customer complaints promptly and efficiently.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Provided accurate information about products and services to customers.
- Developed positive relationships with customers through friendly interactions.
- Answered customer inquiries and provided accurate information regarding products and services.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Maintained a high level of professionalism when dealing with difficult customers.
- Answered customer inquiries via phone, email, and chat.
- Conducted regular follow-up calls with customers after resolving their issues.
- Answered inbound calls, chats and emails to facilitate customer service.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Education
Associate of Arts -
Florida State College At Jacksonville
Jacksonville, FL05-2024
Skills
- Dependable and Responsible
- Customer Relations
- Flexible and Adaptable
- Organization and Time Management
- Data Entry
- Microsoft Excel
- Microsoft Software Proficiency
- Zoom
- Exceptional verbal/written communication
Certification
- Personal Lines License 20-44
- Life w/ Annuity License 2-14
Affiliations
- Enjoy reading personal and financial development books such "How to Win Friends and Influence People" by Dale Carnegie and "Rich Dad Poor dad" By Robert T. Kiyosaki
- Passionate about helping others
- 600 Hours of community service annually
- Enjoy activities involving nature and beautiful scenery
References
References available upon request.
Timeline
Financial Service Representative
PRIMERICA FINANCIAL SERVICES
05.2024 - Current
Small Business Owner
Sea Turtle Acquisitions LLC
02.2024 - Current
Personal Lines Customer Service Representative
Brightway Insurance
04.2021 - 04.2022
Associate of Arts -
Florida State College At Jacksonville