Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
15
15
years of professional experience
Work History
Licensed Health Insurance Agent
Speridian Technologies
04.2024 - 06.2024
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Fax Coordinator
Sabio Systems
12.2023 - 02.2024
Entered data, generated reports, and produced tracking documents.
Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
Customer Service Representative
Fidelity Investments
08.2013 - 10.2023
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
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.
Responded to customer requests for products, services, and company information.
Sandwich Artist/ Shift Leader (Assistant Manager)
Quizno’s
07.2010 - 07.2013
Greeted guests, promoted specials, and took orders.
Operated the cash register with accuracy, ensuring proper handling of transactions.
Kept workplace clean and organized in line with restaurant policies.
Increased speed of service through effective multitasking and time management skills.
Maintained a clean and organized workspace, adhering to strict sanitation standards.
Collaborated with team members to maintain a smooth workflow during busy hours.
Prioritized excellent communication skills to understand customer preferences accurately while minimizing errors in orders.
Enhanced customer satisfaction by providing exceptional service and well-crafted sandwiches.
Demonstrated flexibility by covering shifts when needed, ensuring consistent staffing levels for optimal operation.
Receptionist
Mckinney Motor Co.
05.2009 - 06.2010
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Kept reception area clean and neat to give visitors positive first impression.
Resolved customer problems and complaints.
Handled cash transactions and maintained sales and payments records accurately.