DAN BOOTH
Parker
Summary
Customer service specialist with over ten years of experience in compliance and 401(k) plan management. Proven ability to troubleshoot effectively and manage high volumes of client inquiries. Strong relationship-building skills and meticulous attention to detail enhance service delivery.
Overview
17
17
years of professional experience
Work History
Owner
Out of the Box Creations
12.2019 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Expanded product offerings by researching market trends and identifying potential growth opportunities.
Account Manager
Paychex Inc.
08.2011 - 10.2024
- Worked with customers and employees to help walk them through our services.
- Working with the company to get it ready to be moved to another 401k provider, following all IRS regulations then moving their funds to the new provider.
- Worked to close out the account and shut it down.
- Worked from home for the last 3 years with this company.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Streamlined internal processes for better efficiency in account management tasks.
- Improved overall team productivity by implementing best practices in organization and time management.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Enhanced team performance with regular training sessions on product knowledge and customer service excellence.
- Streamlined account management processes, reducing response times and improving client service quality.
Customer Service Rep.
Paychex Inc.
08.2011 - 10.2024
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Customer Service Rep
Eplan Services Inc.
02.2011 - 08.2011
- Managed a high volume of inbound calls, assisting clients with inquiries regarding their online 401(k) plans and providing personalized support to resolve account-related issues.
- Asked clarified questions and anticipated potential issues, reducing future inbound inquiries and improving customer retention rates.
- Assisted clients in technical issues on Eplan's 401(k) plan platform, offering step-by-step instructions.
- Guided customers through the online enrollment process, for completion of 401(k) plan applications.
Customer Service Rep.
ADT Security Services
04.2008 - 02.2011
- Provided customer support by answering incoming calls from residential and commercial clients, assisting them with the setup of their security systems.
- Worked with installers to set up the equipment to see that we received a signal.
- Assisted in troubleshooting common system issues, such as connectivity problems, false alarms, or sensor malfunctions.
- Worked on incoming email cases to respond promptly.
- Handled technical inquiries regarding a wide range of ADT security products, such as alarms, surveillance cameras, and smart home integrations.
Education
High School Diploma -
Basic High School
Henderson, NV06-1987
Skills
- Call handling and support
- Typing speed: 60 WPM
- Data entry
- CSM systems proficiency
- Relationship management
- 401(k) administration and compliance
- Regulatory compliance
- IRS regulations knowledge
- DOL regulations knowledge
- ERISA regulations knowledge
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Client service excellence
- Financial management
Timeline
Owner
Out of the Box Creations
12.2019 - Current
Account Manager
Paychex Inc.
08.2011 - 10.2024
Customer Service Rep.
Paychex Inc.
08.2011 - 10.2024
Customer Service Rep
Eplan Services Inc.
02.2011 - 08.2011
Customer Service Rep.
ADT Security Services
04.2008 - 02.2011
High School Diploma -
Basic High School
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