JD Fuller, Jr

• Responds to customer inquiries and provides a speedy and thorough resolution to customer issues and problems.
• Provides outstanding customer service to ensure service levels are achieved and exceeded.
• Educates incoming customer service specialists on company policies and procedures.
• Establishes rapport with customers, setting them at ease and providing direction regarding their inquiries.
• Handles escalated and unresolved calls from less experienced representatives.
• Reviews all customer interactions, including inquiries, complaints, actions taken, etc. and reports to upper management.
• Provides guidance to junior customer service specialists regarding customer issues that require more advanced knowledge and experience.

• Educated clients on various investment options, empowering them to make informed decisions about their finances.
• Answer incoming calls and handle transactions for all retirement accounts
• Mentor new employees by listening to their calls and providing guidance on best practices
• Assist manger with call backs to customers to resolve complaint issues

Provided Insurance and Financial Services (including securities) to customer in North Carolina from my Gastonia NC Office

Held licenses and sold product in Property& Casualty, Life & Health, Series 6 & Series 63, Long Term Care and National and State Mortgages

Supervised licensed staff

Managed Development & Strategic for about three years where I was responsible for fund raising, direct mail, acquisition of food and other products, volunteer services and special events

• Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
• Provided ongoing direction and leadership for program operations.
• Enhanced program efficiency by streamlining processes and implementing innovative solutions.
• Evaluated program performance through comprehensive data analysis, driving continuous improvement efforts.