Kameri Thompson
Hartford,CT
Summary
Professional with proven track record in fostering strong client relationships and delivering exceptional service. Known for ability to drive client satisfaction and loyalty through attentive communication and customized solutions. Highly collaborative and results-focused, with reputation for adaptability and reliability. Skilled in conflict resolution and strategic planning to meet evolving client needs.
Overview
5
5
years of professional experience
Work History
Sales Support Coordinator
Voya Financial Advisors
03.2023 - Current
- Monitor checks held in branch office for VFA to ensure checks are handled in a timely manner and remain in compliance
- Fulfill literature requests for VFA and Investor Channel to existing and potential clients
- Coordinate and support VFA Advisors and Investor Channel Reps with facilitation and marketing of new business
- Supported sales representatives in their efforts to meet or exceed individual targets by providing necessary resources and assistance.
- Helped cultivate and maintain business relationships by professionally handling partner and customer needs.
New Business Case Manager
Voya Financial
12.2019 - 03.2023
- Assisted various advisors with the Select Advantage product, including follow up on client transfers, NIGO issues and reconciliation when needed
- Created NIGO Template for new Select Advantage Team to assist with good order review for Select Advantage products
- Improved client satisfaction by effectively managing new business cases and resolving issues promptly.
- Managed a diverse portfolio of clients, catering to their unique needs while maintaining high standards of service delivery.
- Streamlined processes for faster case resolution, resulting in increased efficiency and productivity.
- Developed strong relationships with clients, fostering trust and loyalty towards the company.
- Addressed challenging situations with diplomacy and tactfulness, successfully navigating conflicts while preserving positive working relationships among all parties involved.
Education
Bachelor of Science - Finance
Southern New Hampshire University
Manchester, NH05-2025
Skills
- Omni 55, 74
- Strategic Partnerships
- Task Manager
- Complaint resolution
- Consumer Relations
- Training
- Project Management
- Adaptability
Leadership Experience
Vice Chair of Voya AA&B Employee Led Council. Conducted various panel discussions on Financial Wellness, Race and Mental wellness.
References
Available upon request.
Communication Skills
Improved the effectiveness of Continuous Improvement by assisting team leaders and associates through targeted coaching and role modeling. (e.g., daily huddles, visual management, problem solving, standard work development and implementation) Conducted periodic surveys to quantify and measure results due to implementation of CI methodologies.
Affiliations
- Vice Chair., African American & Black ELC
Timeline
Sales Support Coordinator
Voya Financial Advisors
03.2023 - Current
New Business Case Manager
Voya Financial
12.2019 - 03.2023
Bachelor of Science - Finance
Southern New Hampshire University
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