Summary
Overview
Work History
Education
Skills
Timeline
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Darla Corey

Sacramento,CA

Summary

Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering thirteen-year track record of success in the Retirement Services Industry.

Overview

18
18
years of professional experience

Work History

Relationship Manager

Newport Group
Folsom, CA
03.2017 - Current
  • Built and maintained relationships with new and existing clients while providing high level of service.
  • Managed 50+ client emails daily
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Communicate regularly with clients to understand needs.
  • Achieved established goals set for Client Services.
  • Addressed and resolved customer complaints and issues to improve satisfaction.

Manager, Client Services

TDS
Citrus Heights, CA
07.2009 - 03.2017
  • Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
  • Conducted regularly scheduled client visits, to encourage and promote positive relationships
  • Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
  • Performed in person presentations to satisfy Universal Availability requirements.
  • Onboarded new employees with training and new hire documentation.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Cross-trained existing employees to maximize team agility and performance.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Delegated tasks to existing support team members
  • Partnered with business leaders to deliver services that support company objectives consistent with corporate values.
  • Regularly attended Benefit Fairs to promote products, services and plan participation.
  • Performed project based work increasing participation by more than 20%

Administrative Assistant

Mathiot Group Homes
Carmichael, CA
05.2004 - 06.2009
  • Executed record filing system to improve document organization and management.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Updated spreadsheets and databases to track, analyze and report on performance.
  • Responsible for Accounts Payable, Accounts Receivable and Petty Cash
  • Coordinated tasks for seven facilities and forty-two residents and associated staff
  • Maintained incident reports of Wards, communicated with Probation
  • Screened visitors and issued badges to maintain safety and security
  • Created detailed expense reports to facilitate reimbursement for business expenses incurred
  • Generated reports and typed letters in Word and prepared PowerPoint presentations
  • Received and sorted incoming mail and packages to record, dispatch or distribute to correct recipient
  • Offered technical support and troubleshot issues to enhance office productivity
  • Scheduled office equipment repair and maintenance to extend equipment lifespan and prevent unplanned downtime
  • Scheduled office meetings and client appointments for staff teams
  • Interacted with vendors to purchase and set up equipment and services
  • Managed over 70 Staff, Parent, Professional Services calls per day increasing awareness to any given situation

Education

Certificated - Massage Therapy

Bryan College
Rancho Cordova, CA
2003

Skills

  • Time Management
  • Critical Thinking
  • Compliance Assessments
  • Account Management
  • Client Service
  • Client Meetings
  • HRIS and HRMS
  • Client Correspondence
  • CRM Tracking

Timeline

Relationship Manager

Newport Group
03.2017 - Current

Manager, Client Services

TDS
07.2009 - 03.2017

Administrative Assistant

Mathiot Group Homes
05.2004 - 06.2009

Certificated - Massage Therapy

Bryan College

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Darla Corey