Daniel Keokham
West Jordan,UT
Summary
Dedicated and professional Specialist with extensive expertise and a results-oriented approach. Brings a strong ability to effectively manage tasks and support organizational goals through collaborative efforts and adaptive strategies. Excellent communication and analytical skills ensure seamless operations and consistent outcomes. Experience in specialized task execution and strategic implementation, utilizing effective problem-solving techniques to enhance operational processes. Proven track record of fostering team collaboration and ensuring project success.
Overview
8
8
years of professional experience
Work History
Cookie Advocacy Specialist
Marcus by Goldman Sachs
06.2022 - Current
- Followed all company policies and procedures to deliver quality work.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Conducted regular reviews of operations and identified areas for improvement.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated customer needs and feedback to drive product and service improvements.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Enhanced customer satisfaction with timely and accurate issue resolution.
- Currently participate in special projects within Advocacy such as ACIE, and AT RISK complaints on top of the normal L2 Advocacy work expectation.
Insurance Agency Manager
Teleperformance USA
05.2021 - 02.2022
- Led team meetings focused on strategic planning, goal-setting, and fostering a collaborative atmosphere within the agency.
- Optimized policy renewal processes to ensure timely updates of coverage terms and maintain high retention rates among existing clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Recruited and mentored top-performing insurance agents, fostering a supportive and results-driven work environment.
- Analyzed detailed reports on agency performance metrics to identify areas of strength and opportunity.
- Completed daily quality assurance agent call monitoring for my team members.
- Established team priorities, maintained schedules and monitored performance.
- Defined clear targets and objectives and communicated to other team members.
- Handled escalated management level calls or complaints in regards to insurance policies.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Improved staff retention rates through regular performance reviews, professional development opportunities, and employee recognition initiatives.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
Insurance Agent
Teleperformance USA
09.2020 - 05.2021
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Cross-sold insurance products to existing clients to reach sales targets.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Analyzed risk factors to recommend appropriate coverage levels.
- Educated clients on insurance policies and procedures.
- Worked flexible hours across night, weekend, and holiday shifts.
- Finalized sales and collected necessary deposits.
MEMBER SERIVCE REPRESENTATIVE III
AMERICAN UNITIED FCU
01.2019 - 09.2020
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
- Handled high money accounts and in person cash transactions
- Researching transactions
- Phone service inquiring members accounts or loans
- Car loans
- CD’s
- Savings plans
- Investment recommendations
- Contributed to team sales goals by upselling products and services to customers.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Handled transaction or cash disputes involving fraud and non fraud.
- Completed trainings to achieve higher levels within my position with more responsibilities and roles.
FINANCIAL SERVICE REPRESENTATIVE
CYPRUS CREDIT UNION
01.2017 - 01.2019
- Money handling transactions
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Phone service transactions
- Loan processing audit
- Following company procedures, and completing trainings
- Car loans
- CD’s
- Savings plans
- Investment recommendations
- Received fraud trainings such as reporting counterfeit money/checks, and assisting CX with transaction disputes.
Education
High School -
Copper Hills
West Jordan, UT06-2017
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Self motivation
- Multitasking
- Attention to detail
- Task prioritization
- Professionalism
- Adaptability and flexibility
- Team leadership
- Teamwork
- Team management experience
Timeline
Cookie Advocacy Specialist
Marcus by Goldman Sachs
06.2022 - Current
Insurance Agency Manager
Teleperformance USA
05.2021 - 02.2022
Insurance Agent
Teleperformance USA
09.2020 - 05.2021
MEMBER SERIVCE REPRESENTATIVE III
AMERICAN UNITIED FCU
01.2019 - 09.2020
FINANCIAL SERVICE REPRESENTATIVE
CYPRUS CREDIT UNION
01.2017 - 01.2019
High School -
Copper Hills
Similar Profiles
Deija JamesDeija James
SAVINGS SPECIALIST at Marcus by Goldman SachsSAVINGS SPECIALIST at Marcus by Goldman Sachs
Karam ElqurimKaram Elqurim
Resolution Specialist at Marcus by Goldman SachsResolution Specialist at Marcus by Goldman Sachs
Talin LarsonTalin Larson
Specialist at Marcus By Goldman SachsSpecialist at Marcus By Goldman Sachs