Kameri Thompson
Hartford
Summary
Dynamic professional with a proven track record in cultivating strong client relationships and delivering exceptional service. Recognized for driving client satisfaction and loyalty through attentive communication and tailored solutions, consistently exceeding expectations. Highly collaborative and results-oriented, known for adaptability and reliability in fast-paced environments. Expertise in conflict resolution and strategic planning ensures alignment with evolving client needs, fostering long-term partnerships.
Overview
6
6
years of professional experience
1
1
Certification
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
- Support sales representatives in their efforts to meet or exceed individual targets by providing necessary resources and assistance.
- Help 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
Manchester05-2026
Skills
- Omni 55, 74 platform knowledge
- Strategic Partnerships
- Task Manager, Salesforce, Smartworks knowledge
- Effective complaint resolution
- Client relationship management
- Employee training
- Project Management
- Flexible problem-solving
Leadership Experience
Vice Chair of Voya's African American & Black Employee Led Council
References
Available upon request.
Certification
Passed Securities Industry Essentials Exam 03/2024
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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