Devon Archer
Lincoln,NE
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results within the financial services industry. While still being a constant student to further my career.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Broker/Dealer Support Analyst III
Allstate Financial Services, LLC
03.2021 - Current
- Responsible for assisting with mutual fund, bond & equity trades within customer accounts
- Front line contact for Rep technical and analysis issues
- Responsible for precise and accurate customer transactions including distributions, trades and
overall product knowledge - Leading Root Cause Problem Solving sessions and other projects to benefit the team
- Processing incoming work item requests when scheduled
- New Accounts Subject Matter Expert
Chat Team Senior Associate
Allstate Life Insurance Company
08.2015 - 03.2021
- Responsible for taking Chat requests, inquiries, and over-all assistance on Life Insurance from
New Business to start of a Claim. - Life & Retirement Chat Subject Matter Expert
- Participated and lead company wide pilot programs that assisted the entire contact center
- Responsible for giving precise and accurate information in a timely manner
- Responsible for leading training projects involved in the ALR Contact Center
- Responsible for taking Trade instruction for Variable Life/Annuity Products
Education
High School Diploma -
Lincoln High School
Lincoln, NE05.2012
Skills
- Proficient customer service skills
- Workplace Training
- Critical thinker
- Compliance Requirements
- Relationship Management
- Self Motivated
Certification
- SIE, Series 7 & Series 63 License
- FMLI - Level 1
Timeline
Broker/Dealer Support Analyst III
Allstate Financial Services, LLC
03.2021 - Current
Chat Team Senior Associate
Allstate Life Insurance Company
08.2015 - 03.2021
High School Diploma -
Lincoln High School
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