Jordan Dockery
Buffalo
Summary
From retail, to customer service, fast food, management, entrepreneurship, and individual care provider. A very hard working over achieving entrepreneur has experience in almost every fielded including the medical field and pheonomal computer skills, personable and deadline driven customer service representative who can thrive in any-paced environment. Solid, loyal and honest team player offering an astonishing and understanding attitude to the work place. Reliable and very open to mastering new concepts and skills, Jordan is very passionate in everything she does about helping others and creating satisfying and memorable experiences.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Direct Support Professional
PeoplesInc
12.2024 - Current
- Maintained clean, safe, and well-organized patient environment.
- Documented progress notes thoroughly to track client achievements, concerns, or changes in behavior patterns that may need attention from the interdisciplinary team.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.
- Build relationships with clients to understand them better and help take care of their needs individually
Licensed Insurance Broker
Vision Financial Group
08.2024 - Current
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders and clients.
- Developed strong referral network in community to raise awareness
Security Guard Supervisor
Allied Universal Security Services
08.2023 - 06.2024
- Delivered high-quality customer service when interacting with clients, visitors, or employees requiring assistance from the security department.
- Maintained accurate records of all incidents, daily logs, and personnel files in compliance with industry standards.
- Reduced incidents of theft and vandalism by maintaining a visible presence during patrols and monitoring CCTV systems.
- Enhanced security measures by implementing effective patrol strategies and surveillance techniques.
Insurance Agent
National Income Life Insurance Company
01.2022 - 01.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Obtained underwriting approval by completing application for coverage.
Insurance Agent
Bankers Life Insurance
08.2021 - 08.2022
- Maintained high standards of customer service by building relationships with clients.
- Specialized in retirement planning and Medicare transitions
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Approached potential clients by using direct marketing mailings and phone contacts.
Service Repair Operator
Charter Communications, Time Warner Cable
08.2020 - 08.2021
- Provided current progress information to customers to maintain strong relations.
- Diagnosed and repaired problems with electrical and mechanical systems over the phone.
- gave progress updates to customers regarding their cable boxes, Wi-Fi routers, and modems.
- Diagnosed and fixed issues using service equipment quickly and efficiently
Front Counter Staff Member
Sheridan Surgical
08.2017 - 05.2020
- Managed multiple tasks in high-volume environment.
- Greeted customers with enthusiasm, filed each prescription order quickly and correctly.
- Helped train new staff on company policies, procedures and standards, boosting productivity.
- Provided callers with product and customer service information to foster brand loyalty.
- Provided efficient and careful durable medical equipment fittings
Crew Member
McDonald's Restaurant
07.2019 - 01.2020
- Worked front counter, drive-thru and other areas.
- Worked well with teammates and accepted coaching from management team.
- Collaborated with team members to complete orders.
- Provided excellent customer service by greeting customers and meeting quality expectations.
- Cleaned and maintained all areas of restaurant to promote clean image.
- Kept food preparation area, equipment, and utensils clean and sanitary.
- Assisted other team members to achieve goals.
Education
No Degree - Psychology/ Criminal Justice
Medaille College
Buffalo, NYSkills
- Insurance Industry Knowledge
- Consultative Selling Techniques
- Product Knowledge
- Team Training
- Superior Computer Skills
- Immaculate customer service skills
- Relationship building skills
- Health Insurance Industry Knowledge
- Account Management
- Direct Marketing
- Asset Protection
- Professional Relationships
- Professional Development
- Increasing Savings
Certification
- Licensed Insurance Broker - 2021-2023
- Financial Specialist License - 2022-2023
- Certified Bartender, Locally - 2023-2023
Skills
- Risk Management
- Customer Service
- Financial Needs Assessment
- CRM Tracking
Volunteer and community education on financial solutions
I travel in my licensed states, teaching and educating people on their financial needs and how to financially protect their families, to help create generational wealth and income.
Accomplishments
Financial Service Representative
Direct Support Professional
Security Guard
Timeline
Direct Support Professional
PeoplesInc
12.2024 - Current
Licensed Insurance Broker
Vision Financial Group
08.2024 - Current
Security Guard Supervisor
Allied Universal Security Services
08.2023 - 06.2024
Insurance Agent
National Income Life Insurance Company
01.2022 - 01.2023
Insurance Agent
Bankers Life Insurance
08.2021 - 08.2022
Service Repair Operator
Charter Communications, Time Warner Cable
08.2020 - 08.2021
Crew Member
McDonald's Restaurant
07.2019 - 01.2020
Front Counter Staff Member
Sheridan Surgical
08.2017 - 05.2020
No Degree - Psychology/ Criminal Justice
Medaille College
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