Julieta Ivonne Livingston
St. Charles,MO
Summary
Results-driven Client Relations Professional with a strong background in customer service, marketing, and business development. Focuses on aligning enterprise goals with client needs to drive profitability. Leverages interpersonal skills to lead teams and enhance customer experiences across diverse client bases.
Overview
16
16
years of professional experience
Work History
Administrator
Bankers Life & Casualty Insurance
Chesterfield, MO
10.2020 - 10.2026
- Managed daily office operations and administrative support for insurance processes.
- Coordinated communication among clients, agents, and management teams.
- Helped prepare insurance documents and reports.
- Answered client questions by sharing information on policies and services.
- Handled customer complaints promptly and professionally.
- Completed paperwork accurately before submission deadlines.
- Trained new staff on office procedures and compliance requirements.
- Organized client records and maintained accurate filing systems.
- Improved office organization by creating filing system and customer database protocols.
- Built spreadsheets to track project progress, budgets, and related data.
- Supported marketing efforts by preparing promotional materials and presentations.
MEDIA RELATIONS SPECIALIST
CenterPointe Hospital
St. Charles, MO
10.2018 - 04.2020
- Executed business development plans and initiatives for healthcare facility, maximizing referral potential through media, social media, website, and marketing visits.
- Steered execution of business development plans and initiatives of healthcare facility to maximize referral potential via media, social media, website and marketing visits.
- Created email announcements, website, social media and mail out to referral sources and others to achieve business goals.
- Engaged target audience through media campaigns, events, and exhibits to increase brand awareness; maintained continuous contact with primary accounts via personal visits, calls, letters, emails, and social media.
- Developed new business to achieve goals and objectives of business development systems.
- Tracked new and existing accounts in employer EAP, primary care physicians, managed care segments, hospital ERs, schools, nursing homes, and other referring professionals.
CLIENT RELATIONS MANAGER
ACI Midwest, LLC
St. Louis, MO
08.2018 - 10.2018
- Acted as liaison to enhance communication between St. Louis Post-Dispatch and community customers.
- Strengthened communication between end users and management by directly contacting key managers, following through with customers, establishing new standard of service and creating spreadsheets for tracking complaints; resulted in enriched customer relationships and growth of client trust.
- Facilitated timely resolutions to complex customer issues, recommending best actions to improve communication processes and reporting practices.
- Addressed customer concerns and issues related to request status, delivery verifications and resolution reporting.
- Improved communication between end users and management by contacting key managers, following up with customers, establishing new service standards, and creating tracking spreadsheets; fostered stronger customer relationships and increased client trust.
UNIVERSAL BANKER
PNC Financial Services Group
O'Fallon, MO
10.2016 - 04.2017
- Cultivated client loyalty and retention by initiating proactive sales conversations and guiding clients through a defined sales process.
- Facilitated customer support through outbound calling, service to sales, teller interactions, appointment setting, and lobby customer engagement.
- Facilitated all areas of customer support as it related to outbound calling, service to sales, teller interactions, appointment setting and effective lobby customer engagement.
- Leveraged knowledge in technology, tools and resources to educate customers on options for managing financial transactions.
- Delivered issue resolution to solve customer problems as well as identify and mitigate potential issues.
- Expanded customer base by identifying potential clients for enhanced products and contacting them weekly, contributing to branch success.
SALES DIRECTOR
Gateway Region YMCA
St. Charles, MO
08.2013 - 03.2016
- Led development and execution of sales and marketing initiatives, resulting in branch consistently achieving and exceeding membership sales goals.
- Developed and managed local corporate wellness accounts, enhancing community engagement and driving revenue growth.
- Supervised, trained, and assessed performance of sales and service associates, fostering a high-performing team environment.
- Supervised, trained and measured performance of sales and service associates.
INSURANCE AGENT
Bankers Life & Casualty
Chesterfield, MO
03.2011 - 07.2013
- Consulted individuals and families on insurance offerings, enhancing financial security and retirement preparedness.
- Presented comprehensive portfolio of affordable, quality health and life insurance products to retirement market.
- Collaborated with management team to align sales policies and systems with branch and marketing objectives, ensuring cohesive strategies.
Education
BACHELOR OF ARTS - COMMUNICATIONS
University of Texas Pan American
Skills
- Customer Relations
- Conflict Resolution
- Team Leadership
- Account Management
- Customer Retention
- Presentations
- Relationship Management
- Digital Communication
- Client Engagement
- Client Outreach
- Data Organization
- Administrative Support
- Client Relations
- Client Support
- Problem solving
- Attention to detail
Previous Roles
- OUTSIDE SALES MANAGER | DIGITAL PRODUCT MANAGER, RECRUITMENT ADVERTISING - St. Louis Post-Dispatch
- CLIENT RELATIONS MANAGER - Keyport Life Insurance Company
- BROKER DEALER SERVICES MANAGER - Keyport Life Insurance Company
- BRANCH MANAGER - Enterprise Holdings
Timeline
Administrator
Bankers Life & Casualty Insurance
10.2020 - 10.2026
MEDIA RELATIONS SPECIALIST
CenterPointe Hospital
10.2018 - 04.2020
CLIENT RELATIONS MANAGER
ACI Midwest, LLC
08.2018 - 10.2018
UNIVERSAL BANKER
PNC Financial Services Group
10.2016 - 04.2017
SALES DIRECTOR
Gateway Region YMCA
08.2013 - 03.2016
INSURANCE AGENT
Bankers Life & Casualty
03.2011 - 07.2013
BACHELOR OF ARTS - COMMUNICATIONS
University of Texas Pan American