Chuki Shpilker
Winchester,CA
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual, and productive professional when working with little to no supervision.
Overview
21
21
years of professional experience
Work History
Customer Operations Specialist
Halo Partners Capital, LLC
2012.05 - Current
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
Licensed Insurance Agent
21st Century Insurance
2005.02 - 2008.05
- Upsold additional products and services after identifying customer needs and requirements.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided coverage option information to assist clients in protecting assets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Licensed Insurance Agent
AAA
2003.06 - 2005.01
- Upsold additional products and services after identifying customer needs and requirements.
- Obtained underwriting approval by completing application for coverage.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Utilized CRM software to manage client relationships.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Education
Certificate - Cancer Registry Managment
University of Cincinnati Clermont College
Batavia, OH07.2025
Associate of Arts - Science And Math
Coastline Community College
Fountain Valley, CA2011-05
Skills
- Decision-Making Capabilities
- Medical Terminology Proficiency
- Organizational Abilities
- Problem-Solving Aptitude
- Multitasking Abilities
- Analytical Thinking
- Software Navigation Proficiency
Timeline
Customer Operations Specialist
Halo Partners Capital, LLC
2012.05 - Current
Licensed Insurance Agent
21st Century Insurance
2005.02 - 2008.05
Licensed Insurance Agent
AAA
2003.06 - 2005.01
Certificate - Cancer Registry Managment
University of Cincinnati Clermont College
Associate of Arts - Science And Math
Coastline Community College
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