Summary
Overview
Work History
Education
Skills
Accomplishments Certifications
Certification
Accomplishments
Timeline
Brittany Grimsley

Brittany Grimsley

Cicero,NY

Summary

Dynamic NWOW Coach at Equitable with established expertise in project management and coaching methodologies. Orchestrated initiatives that elevated eNPS by 28 points and executed cost-saving employee suggestions, demonstrating exceptional teamwork and process enhancement capabilities.

Overview

19
19
years of professional experience
1
1
Certification

Work History

NWOW Coach

Equitable
01.2022 - Current
  • Support Leaders and Team Members by helping build, expand, and reinforce new ways of working (NWOW) through coaching
  • P1 Lead for the Maturity Survey, responsible for assessment process, coordinating the efforts of multiple coaches, performance leads, area leads, and numerous teams
  • As well as data collecting, and process improvement
  • P1 lead for Viva Goals, responsible for providing training, guidance, and administrative support for the tool
  • As part of the culture team, worked on various initiatives to increase our eNPS score by 28 points in q4 2023
  • Facilitate training for TAP participants as well as mentoring the participants as a point of contact during their rotate with the coaches
  • Worked on various projects for the department such as NWOW Dashboard team, ADO Template team, currently Enterprise Outcome Dashboard team
  • Create and safeguard the departments intellectual property to ensure the correct information goes out to the enterprise

Manager

Equitable
Syracuse, NY
01.2015 - 01.2022
  • Manage a 403 (b) and 401k team in a call center environment
  • Call volumes handled per year are 570,000
  • Manage staffing levels to meet the demands of seasonal fluctuations in call flows
  • Prepare performance reports for employees to be submitted to senior management
  • Handle all personnel duties for my 31 direct reports
  • Coach and develop the team to ensure they can meet their goals
  • Coach and mentor, my team lead to be able to step in and take over in my absence
  • Coordinated with department heads to ensure effective execution in all aspects of projects
  • Monitor team and evaluate call center results to ensure achievement of all performance targets
  • Support my director in all daily business responsibilities as well as projects
  • Fraud Liaison for the department
  • Responsible for fraud training for the department
  • Review suspicious calls and escalate when appropriate
  • Responsible for locking and unlocking clients online accounts

Team Lead

AXA, EQUI-VEST
Syracuse, NY
01.2008 - 01.2015
  • Supervise a team of Customer Service Representatives (CSR’s) towards meeting service standards in a call center environment
  • Handle escalations received by the CSRs daily
  • Work with clients and or Agents to resolve issues and deliver world class service in an efficient and timely manner
  • Support my manager in all daily personnel and business responsibilities
  • Work with the Quality Team on call scoring to ensure we are meeting our MSE and DALBAR standards for the department
  • Participate in organizational investments (OI’s) that promote EQUITABLE culture and utilized these investments to cultivate my personal growth
  • I have personally worked on 121 employee ideas that have been implemented for the Call Center resulting in an overall savings of $150,596.20 for the company since 2011
  • Transitioned to the steering committee from the innovator role for the Ideas in Motion OI
  • Involved with the Developing Excellent Leaders Through Action (DELTA) initiative, tasked with solving recruiting roadblocks in Syracuse

Customer Service Representative

AXA, EQUI-VEST
Syracuse, NY
01.2006 - 01.2008
  • Received incoming calls for an average of 5.5 hours per day, taking a minimum of 70 calls through the Customer Service telephone line
  • Professionally handled all calls demonstrating an unwavering commitment to customer service, and consistently met the Quality Control scoring average needed to achieve the business goal
  • Utilized resources to build knowledge of the EQUI-VEST product and successfully documented all casework that was assigned autonomously

Education

Bachelor of Arts Degree - Psychology

LeMoyne College, Syracuse, NY
05.2005

Skills

  • Coaching techniques
  • Project management
  • Change management
  • Conflict resolution
  • Verbal and written communication
  • Teamwork and collaboration
  • Skilled in Microsoft office
  • Energetic personality
  • Multitasking capacity
  • Process improvement
  • Training development
  • Team facilitation

Accomplishments Certifications

  • Series 6, 01/01/07
  • Psi Chi, National Honors Society of Psychology, 01/01/05

Certification

Series 6 2007

Accomplishments

Psi Chi, National Honors Society of Psychology 2005

Timeline

NWOW Coach - Equitable
01.2022 - Current
Manager - Equitable
01.2015 - 01.2022
Team Lead - AXA, EQUI-VEST
01.2008 - 01.2015
Customer Service Representative - AXA, EQUI-VEST
01.2006 - 01.2008
LeMoyne College - Bachelor of Arts Degree, Psychology
Brittany Grimsley