Conner Rosing
Addison,TX
Summary
Diplomatic and personable professional with an eye for detail, accustomed to handling sensitive, confidential information. A team player committed to maintaining customer satisfaction and contributing to company success and culture.
Overview
9
9
years of professional experience
Work History
Client Operations Representative
Allworth Financial
02.2024 - Current
- Create and process paperwork and client requests in a high volume and time sensitive environment, including but not limited to transfers, distributions, and account maintenance forms.
- Working directly with, and building relationships with custodians to process work in a timely and accurate manner.
Claims Specialist
State Farm
11.2021 - 02.2023
- Investigating, evaluating, negotiating, and settling commercial, farm and ranch, and other property claims from beginning to end.
- Applying knowledge of policies, and insurance regulations while also managing customer relations with policyholders throughout the claims process.
Case Investigator
Texas Department of State Health Services
01.2021 - 05.2021
- Coordinated with long term care facilities such as nursing homes and prisons to identify and monitor COVID-19 outbreaks
- Kept detailed records and statistics on every COVID case throughout 40 facilities across Texas
- Contacted clients in person, by phone or in writing to ascertain compliance with required or recommended actions.
Client Relations Intern
RAA
05.2016 - 01.2019
- Part time administrative and support based technical work for financial advisors.
- Helped orchestrate a group dental plan for hundreds of retirees and move hundreds of financial profiles to new programs and systems.
Education
Bachelor's degree - Biochemistry and Molecular Biology
Texas Tech University
Skills
- Verbal and written communication
- Attention to detail
- Schwab Advisor Center
- Fidelity Wealthscape
- Customer account management
- Proficient with Salesforce and Google/Microsoft Office suites
Timeline
Client Operations Representative
Allworth Financial
02.2024 - Current
Claims Specialist
State Farm
11.2021 - 02.2023
Case Investigator
Texas Department of State Health Services
01.2021 - 05.2021
Client Relations Intern
RAA
05.2016 - 01.2019
Bachelor's degree - Biochemistry and Molecular Biology
Texas Tech University
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