KALIE STRIFE
Albia,Iowa
Overview
7
7
years of professional experience
Work History
Customer Experience Specialist
Principal Financial Group Inc
10.2023 - Current
- Educate clients by handling inbound / outbound phone inquiries providing product knowledge on individual life | individual disability insurance.
- Respond and anticipate client's needs on multiple products or processes while using and navigating several systems and web applications
- Adapt to frequent change, make independent decisions and take ownership to resolve issues
- Maintain confidentiality | Follow security procedures to ensure client protection
Member Services Specialist
Chariton Valley Electric Cooperative
01.2022 - 10.2023
- Serve as the front line of communications with our members providing prompt and superior service via telephone, email, and in-person
- Responsible for maintaining accurate and complete member records in a timely fashion while maintaining member confidentiality
- Completing and tracking the collections processes for the cooperative by keeping reports updated, tracking, reviewing and determining the appropriate action of delinquent accounts
- Initiating the process of change of service requests for connections, disconnections and transfers of service between members, both residential and rural
- Multi-task in a fast-paced work environment, prioritizing scheduled tasks in conjunction with daily incoming requests, with impeccable accuracy with data entry, and meeting desired turnaround times
- Assist the cooperative with notary services
Account Manager
Zero Connect
01.2019 - 01.2022
- Managing a portfolio of accounts on the East coast to achieve long-term success
- Generate new sales using existing and potential customer networks by making 30-40 outbound phone calls a day
- Tracks client account metrics, verify accurate data entry
- Travel to each state quarterly to maintain relationship progression with accounts
- Process travel expenses
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs
- Set and achieved company defined sales goals.
Front Desk Receptionist/Office Assistant
Mckinley Advertising
01.2017 - 01.2019
- Responsible for handling office reception, assisting in administration duties
- Schedule, reschedule, and verify orders
- Performs the billing for customer orders, posting payments on accounts, handle delinquent accounts
- Streamlined office operations for improved productivity with effective organization and communication skills
- Scheduled, coordinated and confirmed appointments and meetings.
Education
Human Services, AAS -
IOWA CENTRAL COMMUNITY COLLEGE
01.2023
MOS Certification - Participated in classes toward business-office management, AAS -
INDIAN HILLS COMMUNITY COLLEGE
01.2020
High School Diploma -
CHARITON HIGH SCHOOL
01.2015
Skills
- Client Advocacy
- Effective Communication
- Attention to Detail
- Cross-Functional Collaboration
- Product Knowledge
- Call Documentation
References
- Ms. Meghan McElroy | Friend / Previous colleague - 641-931-6032
- Mrs. Tina Jewett | Previous colleague - 641-856-7688
- Mrs. Beth Noel | Friend - 515-313-3832
Timeline
Customer Experience Specialist
Principal Financial Group Inc
10.2023 - Current
Member Services Specialist
Chariton Valley Electric Cooperative
01.2022 - 10.2023
Account Manager
Zero Connect
01.2019 - 01.2022
Front Desk Receptionist/Office Assistant
Mckinley Advertising
01.2017 - 01.2019
Human Services, AAS -
IOWA CENTRAL COMMUNITY COLLEGE
MOS Certification - Participated in classes toward business-office management, AAS -
INDIAN HILLS COMMUNITY COLLEGE
High School Diploma -
CHARITON HIGH SCHOOL
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