Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Chet Rickert

Olathe,KS

Summary

  • Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
  • Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
  • 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

5
5
years of professional experience
1
1
Certification

Work History

Agent Services Representative

PRIMERICA FINANCIAL SERVICES LIMITED
Lenexa, KS
07.2022 - 04.2024
  • Financial Education Advocate: Strong believer in the power of financial literacy and education to transform lives and build a secure financial future. Committed to educating clients about fundamental financial concepts, including budgeting, debt management, savings, investments, and insurance.
  • Client Relationship Management: Exceptional interpersonal and communication skills with a focus on building strong, enduring relationships with clients based on trust, empathy, and integrity. Proven ability to listen actively to clients' concerns, understand their financial goals and priorities, and deliver personalized insurance solutions that meet their needs and preferences.
  • Regulatory Compliance: Sound understanding of regulatory requirements and compliance standards governing the financial services industry, including SEC regulations, FINRA rules, and fiduciary responsibilities. Ensure adherence to compliance policies and procedures to uphold ethical standards and mitigate legal risks.
  • Technology Proficiency: Proficient in leveraging insurance quoting tools, and CRM systems to streamline insurance sales processes, enhance client service, and track client interactions. Skilled at utilizing technology to generate insurance illustrations, compare policy options, and facilitate electronic application submissions for efficient policy issuance.
  • Team Collaboration: Collaborative team player with the ability to work effectively with insurance carriers, underwriters, and support staff to expedite policy issuance and resolve client inquiries. Strong leadership skills in coordinating with cross-functional teams to deliver integrated financial solutions and exceed client expectations.
  • Life Insurance Expertise: Extensive experience in assessing clients' insurance needs and recommending appropriate life insurance solutions tailored to their unique financial circumstances and goals.

Host and Server

Sushi UNI
Lenexa, KS
06.2020 - Current
  • Arranged place settings with clean tablecloths, napkins and utensils to prepare for incoming guests
  • Displayed enthusiasm and knowledge about restaurant's menu options, specialties and products
  • Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations
  • Served food and beverages to patrons
  • Remedied issues with orders with immediate attention
  • Answered incoming calls and took phone orders
  • Greeted customers with a cheerful manner
  • Escorted patrons to their tables.

General Labor & Construction Worker

Next Generation Construction
Leawood, KS
03.2019 - 06.2019
  • Collected and removed debris from work sites to maintain team productivity and minimize safety hazards
  • Dismantled a 2-story brick chimney and wheel barreled the bricks to the dumpster
  • Swept areas free of excess debris
  • Basically, anything I was asked to do by the General Contractor.

Host & Busser

Blue Moose Restaurant
Lenexa, KS
01.2019 - 03.2019
  • Greeted and seated guests to their tables
  • Set up seating charts for servers
  • Bussed tables as needed.

Cleaning Assistant

KC Green Clean Non-toxic Small Business & Residential Cleaning Service
Olathe, KS
  • Dusted furniture and flat surfaces
  • Vacuumed carpets and different types of flooring including hardwood, laminate and vinyl floorings
  • Mopped floorings using Murphy's Soap or Vinegar and water solution
  • Cleaned bathrooms including sinks, mirrors, toilets and shower stalls.

Education

High School Diploma -

St James Academy
05.2022

Skills

  • Complaint resolution
  • Inbound and Outbound Calling
  • Consultative Sales
  • Appointment Scheduling
  • Product Knowledge
  • Policy understanding
  • Problem solving abilities
  • Excellent customer service
  • Client Needs Assessment

Certification

  • Finra Series 6
  • Series 63
  • Series 65
  • Life Insurance
  • Health Insurance

References

References available upon request.

Timeline

Agent Services Representative

PRIMERICA FINANCIAL SERVICES LIMITED
07.2022 - 04.2024

Host and Server

Sushi UNI
06.2020 - Current

General Labor & Construction Worker

Next Generation Construction
03.2019 - 06.2019

Host & Busser

Blue Moose Restaurant
01.2019 - 03.2019

Cleaning Assistant

KC Green Clean Non-toxic Small Business & Residential Cleaning Service

High School Diploma -

St James Academy

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Chet Rickert