Hi, I’m
Briana Lindblom
Customer Service
Cottage Grove,MN
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
10
years of professional experience
Work History
Osaic Wealth Oakdale, MN
Advisor Support Specialist
12.2022 - Current
Job overview
- Answered inbound calls from financial professionals. providing high quality customer service.
- Maintained composure and patience during difficult calls and situations, applying de-escalation techniques and positive support.
- Mentored new employees by using a nesting technique to ensure success and gain real time experience on the phones.
- Processed asset movement requests on client accounts by request of the financial professional.
- Maintained positive working relationship with fellow staff and management.
- Assisted clients with technical issues related to their online client portals.
Health 1st ChiropracticInver Grove Heights, MN
Chiropractic Assistant
05.2022 - 09.2023
Job overview
- Greeted patients, verified insurance and collected co-payments.
- Answered patient questions regarding their care plan or billing inquiries.
- Verified appointment times with patients.
- Scheduled appointments for patients both in person and over the phone.
- Handled general office duties to support administrative staff during peak hours.
- Led patients to exam rooms, answered general questions and prepared patients for physician by explaining process.
- Performed administrative tasks such as filing medical documents, answering phones and responding to emails.
- Created content for various platforms such as Facebook, Instagram and Google.
Securian FinancialSaint Paul, MN
Customer Service Advocate and Supervisor
06.2014 - 11.2021
Job overview
- Answered incoming calls and emails from 401K plan participants and plan advisors.
- Acquired senior position on team and served as a training resource for new hires
- Obtained supervisor position within the department with 8-15 direct reports.
- Worked well in a team setting, providing support and guidance.
- Strengthened communication skills through regular interactions with others.
- Resolved problems, improved operations and provided exceptional service.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Passionate about learning and committed to continual improvement.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Self-motivated, with a strong sense of personal responsibility.
Education
Park High SchoolCottage Grove, MN
High School Diploma
06-2008
Skills
- Relationship Building
- Attention to Detail
- Critical Thinking
- Listening Actively
- Problem-Solving
- Flexibility and Adaptability
- Telephone Etiquette
- Patient Flow Management
- Appointment Scheduling
- Effective Written and Verbal Communication
- Inventory Management
- Team Supervision
- Customer Service
Affiliations
- CrossFit
- Actively Involved with my church
- Passion for natural health and beauty
References
References available upon request.
Timeline
Advisor Support Specialist
Osaic Wealth
12.2022 - Current
Chiropractic Assistant
Health 1st Chiropractic
05.2022 - 09.2023
Customer Service Advocate and Supervisor
Securian Financial
06.2014 - 11.2021
Park High School
High School Diploma
Similar Profiles
LYDIA VILLINESLYDIA VILLINES
Operations Specialist at Osaic Wealth, Inc.Operations Specialist at Osaic Wealth, Inc.
Johnny JohnsonJohnny Johnson
Director/Architect of Cloud Services at Osaic IncDirector/Architect of Cloud Services at Osaic Inc
Nicholas WordekemperNicholas Wordekemper
Commission Research Specialist at Securities America/OsaicCommission Research Specialist at Securities America/Osaic