Ashley Roman

• Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
• Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
• Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
• Developed strong relationships with clients through regular communication and excellent customer service.

• Organized and maintained documents in paper or electronic filing system

• Gathered required documents and information from clients

• ensure all customer information is accurate prior to setting up appointments

• Maintain/sustain status of existing and potential customers

• Extensive knowledge of common office equipment such as fax machines, scanners, copiers.

• Focused on CSI calls to ensure customer satisfaction.

• Advised customer about the solutions offered by company

• Demonstrated effective communication when interacting with customers, co-works and managers.

• Managed a high volume of incoming calls and emails, consistently meeting or exceeding performance

metrics for response time and resolution

• Demonstrated strong product knowledge to effectively answer customer questions and provide

accurate information

• Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction.