Heather Calfy

Worked with Reinsurance clients, custodians, and warranty companies to set up SOPs to maintain accounts and documents properly.

• Setup and maintained reinsurance accounts at custodians. On average implemented 10 new reinsurance accounts at custodians monthly, while maintaining current account base of 115+.
• Continually monitored reinsurance accounts and made sure securities stayed in line with investment policy.
• Identified and targeted areas for improvement through close monitoring and tracking of daily operations.
• Established operational objectives and work plans and delegated assignments.
• Built relationships with customers and managed accounts to drive revenue and profit.
• Increased customer satisfaction and grew business by maintaining close relationships with customers.
• Utilized diverse wealth management strategies to meet client objectives.
• Worked with clients to assess and meet short-term and long-term financial goals.
• Executed customer transactions, including trades, withdrawals, deposits, and wires.
• Assessed client's financial situations to develop strategic financial planning solutions.
• Managed vendors, paid company bills, and completed company payroll.
• Supervised multiple employees.

• Created strategies to develop and expand existing customer sales.
• Developed and implemented marketing plans, special promotions, and customer relations events.
• Composed professional business correspondence, emails, meetings notes, and other documents.
• Consulted with customers to resolve basic issues or direct to the correct staff member.
• Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
• Greeted customers in a timely fashion, while quickly determining their needs.
• Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
• Documented all customer inquiries and comments thoroughly and quickly.

• Created strategies to develop and expand existing customer sales.
• Developed and implemented marketing plans, special promotions, and customer relations events.
• Composed professional business correspondence, emails, meetings notes, and other documents.
• Consulted with customers to resolve basic issues or direct to the correct staff member.
• Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
• Greeted customers in a timely fashion, while quickly determining their needs.
• Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
• Documented all customer inquiries and comments thoroughly and quickly.