Chevelle V. Lewis
Baltimore,MD
Summary
Proactive and dependable, with a proven track record at Corebridge Financial, enhancing financial services and customer satisfaction. Excelled in process improvement and teamwork, significantly aiding in client retention and administrative efficiency. Skilled in utilizing CRM for client management and adept at problem-solving, ensuring meticulous attention to detail in all tasks.
Overview
24
24
years of professional experience
Work History
Financial Advisor Assistant
Corebridge Financial (VALIC)
07.2018 - Current
- Increase sales for financial advisors by 90%, proactively contacting clients, particularly inactive and/or unreachable, maintaining customer loyalty
- Provide administrative support for new account opening and withdrawals, following established compliance and IRS guidelines closely
- Collaborate with team members, increasing client base
- Calendar management
- Create reports, track customer interactions & client profile updates using CRM (Customer Relationship Management)
- Provide marketing materials, and complete transactions utilizing Docusign
- Meticulously resolve issues with documents "not in good order" (NIGO) as it relates to new/existing accounts and death claims
Administrative Assistant
Venable LLP
09.2000 - 07.2018
- Delivered excellent customer service through prompt responses to inquiries, addressing concerns effectively
- Coordinated meetings & calendar management
- Managed paper and electronic filing systems by routing various documents, incoming and outgoing mail
- Managed calendars
- Handled incoming and outgoing mail and faxes
- Obtained best price quotes and created purchase requests
- Managed credit card and processed expense reimbursements
- Used ChromeRiver and Aderant for monthly invoices and resolved billing issues
- Maintained hardware/software renewals
- Arranged travel
- Other duties as assigned by various departments
Education
Business Administration
Essex Community College (Spring Classes 1987)
Rosedale, MDSkills
- Financial Services
- Process Improvement
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Honest and Dependable
- Time Management
- Attention to Detail
Timeline
Financial Advisor Assistant
Corebridge Financial (VALIC)
07.2018 - Current
Administrative Assistant
Venable LLP
09.2000 - 07.2018
Business Administration
Essex Community College (Spring Classes 1987)
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