Janet Murphy
Staten Island,NY
Summary
Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about Insurance practices and documentation requirements.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Account Specialist I
Aon Risk Solutions
New York, NY
08.2006 - Current
- Adhered to standards of quality and service as well as all compliance requirements.
- Set up new customer accounts and updated existing profiles with latest information.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Worked independently with minimal supervision.
Eastern Division Administrator
Charles Schwab
New York, NY
07.1995 - 01.2006
- Improved office operations by automating client correspondence, record tracking and data communications.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
- Utilized data visualization tools to effectively communicate business insights.
- Used statistical methods to analyze data and generate useful business reports.
Trading Assistant
Lehman Brothers
New York, NY
07.1981 - 10.1994
- Tracked key metrics and developed spreadsheets and data models.
Education
High School Diploma -
Academy of The Sacred Heart
Hoboken, NJ06.1980
Skills
- Confidential Records Management
- Maintaining Privacy
- Professional Relationships
- Correspondence Writing
- Quality Standards Adherence
- Client Correspondence
- Billing Issue Resolution
- Microsoft Access
- Microsoft Excel
- File and Account Updates
Certification
CRIS
Timeline
Account Specialist I
Aon Risk Solutions
08.2006 - Current
Eastern Division Administrator
Charles Schwab
07.1995 - 01.2006
Trading Assistant
Lehman Brothers
07.1981 - 10.1994
High School Diploma -
Academy of The Sacred Heart
CRIS
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