Summary
Overview
Work History
Education
Skills
Timeline
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Holley McWilliams

Hoover,AL

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional customer service skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

25
25
years of professional experience

Work History

Branch Office Administrator

Edward Jones
Hoover, AL
08.2021 - Current
  • Answered customer questions, researched issues and directed visitors to correct office personnel.
  • Processed checks and updated accounts.
  • Designed sales and service strategies to improve revenue and retention.
  • Kept office supplies stocked and equipment in good working order.
  • Produced letters, meeting notes, presentations and other records.
  • Resolved customer complaints or answered customers' questions.
  • Made phone calls and sent emails to establish leads.
  • Scheduled and confirmed appointments.
  • Provided exceptional customer service through effective telephone communication and follow-ups.

Customer Service Specialist

Environmental Litigation Group, LLC
Birmingham, AL
01.2021 - 07.2021
  • Made outbound calls to obtain account information.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Set up and activated customer accounts.
  • Answered incoming calls and emails, providing frontline customer support or assistance with legal cases.

Underwriting Assistant

Attorneys Insurance Mutual
Birmingham, AL
08.2004 - 08.2020
  • Entered data into underwriting database to track activity during underwriting process.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Reviewed and evaluated applications to approve or decline requests.
  • Photocopied, documented and scanned received documentation and filed it for use by the underwriter.
  • Managed office inventory and placed new supply orders.
  • Performed data entry functions to track information such as payments, account updates and customer interactions.
  • Generated reports and documentation for senior management and underwriting staff.
  • Marketing in and out of the office.

Customer Service Representative

AmSouth Bank/ Regions Bank
Hoover, AL
08.1999 - 08.2004
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Made outbound calls to obtain account information.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.

Education

Some College (No Degree) - English/Liberal Arts

University of Mississippi
Oxford, MS

Skills

  • Office Management
  • Decision Making
  • Multitasking and Organization
  • Relationship Building
  • Appointment Scheduling
  • Handling Complaints
  • Customer Service
  • Preparing Correspondence
  • Processing Policies
  • Attention to Detail
  • Honesty and Integrity
  • Friendly and Relatable

Timeline

Branch Office Administrator

Edward Jones
08.2021 - Current

Customer Service Specialist

Environmental Litigation Group, LLC
01.2021 - 07.2021

Underwriting Assistant

Attorneys Insurance Mutual
08.2004 - 08.2020

Customer Service Representative

AmSouth Bank/ Regions Bank
08.1999 - 08.2004

Some College (No Degree) - English/Liberal Arts

University of Mississippi

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Holley McWilliams