Earnestine Hall
InCite Performance Group
Cape Coral,FL
18
years of professional experience
Client Service and Operations Professional experienced in supporting executives and managing client relationships within insurance consulting and banking industries. Delivered exceptional service and operational support through strong organizational skills and attention to detail while effectively managing multiple priorities. Built lasting relationships and resolved conflicts by leveraging expertise in CRM software and cross-functional collaboration.
Work History
Client Relationship Manager
11 Years 11 Months- Provided client relationship and operational support for executive advisors in a remote environment.
- Manage calendars, scheduling, meetings, travel coordination, and day to day administrative needs for two advisors and provided support to additional advisors as it was needed.
- Served as a key point of contact for clients, ensuring exceptional customer service.
- Coordinated logistics and preparation for training programs, including print, assembly, inventory management, and shipped participant materials.
- Tracked new and recurring program billing to ensure accurate documentation and follow-up.
- Administered and submitted client assessments utilizing Kolbe, BSRP, and Gallup platforms.
- Maintained accurate records and client information utilizing company systems and software platforms.
Client Relationship Manager
2 Years 8 Months- Managed high-volume client communications via phone and email, consistently delivering exceptional customer service that enhanced client satisfaction.
- Managed high-volume client communications via phone and email while I consistently delivered exceptional customer service.
- Assisted clients with program information, service requests, and issue resolution, ensuring timely support and effective problem-solving.
- Assisted clients with program information, service requests, and issue resolution.
- Utilized CRM systems to maintain records, and track follow-up activities.
- Collaborated with internal departments to ensure seamless support delivery, improving overall client experience.
Assistant Manager - Finance
2 Years 11 Months- Maintained the daily cash balance for the assigned branch, oversaw the teller line, and ensured the team followed dual-control security procedures that were in place by the banking policies and federal regulations.
- Provided customer service support to new and current clients - personal and business accounts, and other financial services.
- Managed a high volume of monetary transactions and incoming customer calls, consistently meeting or exceeding response time goals
- Resolved customer complaints in a professional manner, finding appropriate solutions to ensure customer loyalty
- Trained and coached new hires.
- support
- Utilized CRM software to accurately document customer data and transactions
Education
High School Diploma
Skills
Customer engagement
Relationship management
Client onboarding
Training programs
Mentoring programs
Business growth strategies
Client retention strategies
Calendar coordination
Employee training
Invoicing processes
Client communication
Digital communication
Timeline
Client Relationship Manager
InCite Performance Group
09.2014 - 08.2026Read More
Client Relationship Manager
Sitkins Group
01.2012 - 09.2014Read More
Assistant Manager - Finance
TIB Bank
02.2009 - 01.2012Read More
Clewiston High School
High School Diploma
Read More