Britney Gilbert
Brookland,AR
Summary
Adept at fostering client trust and loyalty, I excelled at Methodist Healthcare as a Financial Advisor/Customer Service Representative, leveraging my proficiency in Microsoft applications and exceptional communication skills. I established and maintained long-term client relationships, significantly enhancing the client experience through personalized financial solutions and efficient process improvements.
Overview
14
14
years of professional experience
Work History
Financial Advisor/ Customer Service Representative
Methodist Healthcare
Memphis, TN
11.2010 - 08.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
Associates In Applied Sciences - Radiology
Arkanas State University
Jonesboro, AR05.2021
Skills
Proficiency in all computer skills including all Microsoft applications
Familiar with speaking with patients both in person and over the phone
Knowledge with insurance billing
Timeline
Financial Advisor/ Customer Service Representative
Methodist Healthcare
11.2010 - 08.2024
Associates In Applied Sciences - Radiology
Arkanas State University