ASHANTI WALLER
St. Louis
Summary
Results-driven Retention Specialist known for high productivity and efficient task completion. Skilled in customer relationship management, conflict resolution, and data analysis to understand client needs and reduce churn rates effectively. Excel in communication, empathy, and problem-solving to enhance customer retention strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Retention Specialist
Farmers Insurance Company
St Louis
06.2023 - Current
- Analyzed customer feedback and trends to identify areas for service improvement, leading to increased satisfaction levels.
- Collaborated with cross-functional teams to design targeted outreach campaigns, improving engagement with at-risk customers.
- Locating savings on policies for customers
- Servicing policies to help retain business
Tech Analyst
Farmers Insurance Group
St. Louis
06.2023 - Current
- Help with development of quoting platform for agents
- Guide and teach agents how to use new quoting platform
- Troubleshooting
- Create profiles for agents to gain access to systems
- Unlock and reset credentials after verification
- Inform of current system outages
Service Advocate II
Farmers Insurance Group
St. Louis
06.2023 - Current
- Assist agents with:
- Rewrites/Reinstatements
- Agent of Record transfers
- Quotes/Submissions
- Policy changes
- Overrides
- Calculate payments
- Bill breakdown
- Contingencies
- Required documentation
Service Specialist II
Edward Jones
Saint Louis County
05.2022 - 06.2023
- Assist Financial Advisors and BOAs with:
- Operating Salesforce System
- Opening/Closing investment accounts
- Going over company policy
- Updating client information
- Processing account maintenance
- Researching account information
- Statements
- Generating/Delivery of required documents
- Scanning/uploading
Credit Analyst
Bank of America
St. Louis
12.2021 - 05.2022
- Answer recovery calls
- Make payments on closed accounts
- Arrange settlements with debt agencies
- Construct payment arrangements for clients
- Consult with clients about account
Personal Banker I
UMB Financial Corporation
Ferguson
01.2021 - 12.2021
- Teller transactions
- Open/close accounts
- Credit card payments
- Loans
- Answer phone
Patient Service Representative
Aspen Dental
Florissant
05.2020 - 02.2021
- Schedule appointments for patients
- Process insurance
- Check patients in for appointment
- Help patients fill out office paperwork
- Track schedule for doctors
- Answer phone
- Greet patients
Education
License - Property And Casualty
State of Missouri
09.2025 - 10.2025
High school diploma -
Kirkwood Sr. High School
St. Louis, MOSkills
- Scheduling
- Organizational skills
- Customer Service
- Credit Analysis
- Banking
- Filing
- MS Office
- Sales
- Microsoft Excel
- Word
- Microsoft Office
- Medical Records
- Communication skills
- Computer Skills
- Underwriting
Certification
Certified Notary Public
Languages
English, Native
Middle Initial
A
Timeline
License - Property And Casualty
State of Missouri
09.2025 - 10.2025
Retention Specialist
Farmers Insurance Company
06.2023 - Current
Tech Analyst
Farmers Insurance Group
06.2023 - Current
Service Advocate II
Farmers Insurance Group
06.2023 - Current
Service Specialist II
Edward Jones
05.2022 - 06.2023
Credit Analyst
Bank of America
12.2021 - 05.2022
Personal Banker I
UMB Financial Corporation
01.2021 - 12.2021
Patient Service Representative
Aspen Dental
05.2020 - 02.2021
High school diploma -
Kirkwood Sr. High School