Jaime Allen-Helgeson
Gibbon,USA
Summary
Customer-focused professional with a background in customer service roles. Known for providing top-notch client support while maintaining high levels of customer satisfaction and loyalty. Strengths include exceptional communication, problem-solving skills, and ability to handle multiple tasks simultaneously. Proven track record of consistently improving operational processes to enhance the overall customer experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Program Supervisor
SEvitA
Hutchinson, MN
07.2024 - 12.2024
- Implemented evidence-based interventions and strategies to address behavioral challenges and promote skill development
- Monitored client progress through data collection and analysis, making adjustments to treatment plans as needed
- Collaborated with families, caregivers, and other professionals to ensure consistency in implementing behavior intervention strategies across settings
- Maintained accurate documentation of client sessions, including session notes, behavior data sheets, and progress reports
- Participated in case conferences or team meetings to discuss complex cases or develop new intervention approaches
- Led staff meetings to disseminate information on best practices, share resources, and facilitate professional growth among team members
- Trained staff on the implementation of behavior reduction procedures ensuring consistent application across all clients
- Developed and maintained positive relationships with community resources, such as schools, clinics, or support groups
Customer Service Representative
Allianz
Golden Valley, MN
10.2022 - 12.2023
- Attend to all customer enquiries and requests via all communication channels promptly and professionally
- Manage and resolve customer complaints and escalate when necessary to provide appropriate solutions and alternatives
- Process policy renewals, cancellations and reinstatements accurately, adhering to company guidelines and regulatory requirements
- Maintain accurate and up-to-date customer records and policy documentation in the company's database
- Collaborate with other departments including underwriters, claims and finance to ensure smooth operations and fast turnaround times
- Build and maintain strong relationships with customers by delivering exceptional service and demonstrating professionalism, and integrity
Customer Service Representative
The Reed Group
Westminster, CO
09.2020 - 10.2021
- Engage people who need help with their leaves of absence, using a variety of technologies including inbound and outbound telephone and chat
- Continuously strive to provide superior products and customer service, serving callers as a subject matter expert on a variety of leave types
- Initiate new leave cases in our system
- Make independent complex decisions within the scope of your authority
- Demonstrate a high level of confidentiality and professionalism
- Express yourself in an open and honest manner
- Demonstrate a positive attitude, self-awareness and embrace feedback
- Use productivity and quality data & metrics to achieve superior customer service results
Customer Service Representative
Randstad
Bloomington, MN
11.2019 - 02.2020
- Answer inbound queries via telephone, email and web chat
- Return voicemails and make call backs as required
- Record your actions accurately in the database
- Provide an exceptional level of customer service, adapting to different caller scenarios
- Positively represent WTW and our Clients by providing a friendly and professional service
- Work efficiently to achieve team and personal targets set around time to answer calls and offering a 'Right First Time' solution
Registered Representative
Oppenheimer Funds
Centennial, CO
05.2018 - 10.2018
- Support managed account campaigns from an outbound call perspective with the goal of educating participants
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant's best interest
- Document information from conversations in with clients pertinent to business and relationship development to be referenced for follow- ups
- Trade equities, bonds and options within mutual funds in this registered role
- Act in a registered capacity when speaking to Advisory clients and Retail clients
Registered Representative
GREAT WEST FINANCIAL/EMPOWER RETIREMENT
Greenwood Village, CO
11.2017 - 05.2018
- Support managed account campaigns from an outbound call perspective with the goal of educating participants
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant's best interest
- Document information from conversations in with clients pertinent to business and relationship development to be referenced for follow- ups
- Trade equities, bonds and options within mutual funds in this registered role
- Act in a registered capacity when speaking to Advisory clients and Empower Retail clients
Life Event Representative
Ameriprise Financial
Minneapolis, MN
11.2016 - 10.2017
- Assist callers with beneficiary changes, ownership changes, divorce settlements, and estate settlements
- Interact directly with clients and advisors to research questions, issue resolution cases, and resolve problems over the phone or advise service partners
- Respond to inquiries with timely, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment
- Serve as point of contact for customers regarding service issues, assist in troubleshooting issues, and enter service requests into systems for resolution by service partners
- Ensure information is gathered and accurately entered to ensure prompt resolution
- Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers
- Process routine service transactions, or resolve account service casework, which have been initiated by web-based or paper forms using computer applications in a timely manner in order to meet or exceed service goals
Education
Some College (No Degree) - Healthcare Administration
Concordia University
Saint Paul, MNSome College (No Degree) - Psychology
Pikes Peak Community College
Colorado Springs, COSkills
- Customer service
- Hospital experience
- Upselling
- Phone etiquette
- CRM software
- Communication skills
- Organizational skills
- Salesforce
- Microsoft Excel
- Microsoft Word
- Google Suite
- Data entry
- HIPAA
- Time management
- Typing
- Working with people with disabilities
- Computer skills
- Operating systems
- Analysis skills
- Microsoft Office
- Financial services
- Microsoft Powerpoint
- Microsoft Outlook
- Banking
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Certification
Previous Series 6 and 63 licensure
Accomplishments
- Board of Directors, Bluestar Foundation, 2022-2024
Timeline
Program Supervisor
SEvitA
07.2024 - 12.2024
Customer Service Representative
Allianz
10.2022 - 12.2023
Customer Service Representative
The Reed Group
09.2020 - 10.2021
Customer Service Representative
Randstad
11.2019 - 02.2020
Registered Representative
Oppenheimer Funds
05.2018 - 10.2018
Registered Representative
GREAT WEST FINANCIAL/EMPOWER RETIREMENT
11.2017 - 05.2018
Life Event Representative
Ameriprise Financial
11.2016 - 10.2017
Some College (No Degree) - Healthcare Administration
Concordia University
Some College (No Degree) - Psychology
Pikes Peak Community College