Joseph Lartey
New York,NY
Summary
I am a dedicated sales representative who provides excellent customer service through active listening great communication skills, effective time management, team player, proactive, an enthusiastic individual who thrives in a fast-paced dynamic environment, also skilled in MS 365, Excel, Word and Power point. Knowledgeable and dedicated customer service professional with extensive experience in retail and insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
FFL,Integrity,Experior
01.2023 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Delivered accurate quotes quickly using sophisticated software tools, streamlining the proposal process for potential clients.
- Generated new business leads through targeted networking events, referrals, and community involvement.
- Enhanced customer retention by maintaining strong relationships and conducting regular policy reviews.
- Maintained up-to-date knowledge of industry trends, products, and regulatory changes to better serve clients'' needs.
Customer Service Representative
New York City Housing Authority (NYCHA)
02.2020 - 10.2023
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Financial Customer Service Representative
Guidehouse
03.2023 - 09.2023
- Enhanced customer satisfaction by promptly addressing financial inquiries and resolving issues.
- Identified opportunities for process improvements, leading to enhanced operational efficiency within the team.
- Navigated complex client scenarios with tact and professionalism, resulting in successful resolution of conflicts or concerns.
- Educated customers on various financial products, empowering them to make informed decisions and improve their financial health.
- Exceeded performance metrics consistently by delivering exceptional financial services support to clients.
Insurance Agent
New York Life Insurance Co
08.2021 - 10.2022
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Insurance Agent
Aflac
03.2019 - 01.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Sales Representative
Urban Style
01.2012 - 02.2019
- Meeting and exceeding sales goals
- Client relationship and product knowledge
- Informed customers about all product lines, product quality, value, and style services offered by the company.
Sales Representative
JEANSTAR
11.2009 - 04.2012
- Process daily returns, complete and turn-in return reports in a timely basis
- Assisted with store appointments, events, and presentations
- Providing excellent customer service.
Customer Service Representative
MERCHANT GROUP
11.2004 - 02.2009
- Effectively managed a high volume of inbound and outbound calls
- Resolved customer's complaints via phone, emails, and social media.
- Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
Education
BBA - Human Resource Management
University of Education Ghana
Winneba, Ghana09.2004
Skills
- Excellent customer service
- Insurance
- Industry Regulations Understanding
- Customer Service
- Quotes and sales
- Upselling
- New Client Acquisition
- Client Retention
- CRM Software
- Financial Analysis Software
- Problem-Solving
- Teamwork and Collaboration
- Multitasking
- Critical Thinking
- Excellent Communication
- HIPAA Compliance
- Self Motivation
- Product Knowledge
- Analytical Thinking
- Goal Setting
- Interpersonal Communication
- Written Communication
- Access
- Networking
- Presentations
- Quality
- Reporting
- Sales
- Insurance product knowledge
- Goal-oriented mindset
- Policy analysis
- Financial Acumen
Accomplishments
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Certification
- Accident and Health License – New York Department of Insurance.
- Accredited Adviser in Insurance (AAI) - The Institutes.
- Senior Market Sales Certification – Various Providers.
- Managed Healthcare Professional(MHP)- America's Health Insurance Plans(AHIP).
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Customer Service Representative Designation in Property/Casualty or Life/Health – Various Educational Institutions or Programs.
Languages
English
Professional Working
Timeline
Financial Customer Service Representative
Guidehouse
03.2023 - 09.2023
Independent Insurance Agent
FFL,Integrity,Experior
01.2023 - Current
Insurance Agent
New York Life Insurance Co
08.2021 - 10.2022
Customer Service Representative
New York City Housing Authority (NYCHA)
02.2020 - 10.2023
Insurance Agent
Aflac
03.2019 - 01.2020
Sales Representative
Urban Style
01.2012 - 02.2019
Sales Representative
JEANSTAR
11.2009 - 04.2012
Customer Service Representative
MERCHANT GROUP
11.2004 - 02.2009
BBA - Human Resource Management
University of Education Ghana