Kasia Price
Indianapolis,IN
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Experienced in meeting needs, improving and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
13
13
years of professional experience
Work History
Sales Consultant
Angie's List
08.2023 - Current
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
- Generated increased sales revenue through effective lead generation and follow-up efforts.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Enhanced team performance by sharing successful sales strategies and best practices in regular team meetings.
Client Service Analyst
JP Morgan Chase
02.2022 - 08.2023
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Monitored daily performance against established metrics.
- Provide timely follow-ups to clients and internal partners.
- Prioritize daily workload
- Follow policies and procedures for each request.
- Met and exceeded goals set each month.
- Responded to customer requests for services and company information
- Improved client satisfaction by providing timely and accurate responses to inquiries.
Auto Sales Agent
GEICO
03.2021 - 11.2021
- Performed cold-calling and follow-ups with leads to secure new revenue.
- Negotiated pricing to fit customer budgets and generate maximum gross profit.
- Assisted call-in customers with questions and orders.
- Increased sales and customer satisfaction through personalized servicing.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Averaged 6-8 sales per day.
Client Advisor
Fifth Third Bank
01.2016 - 12.2019
- Opened new accounts according to laid down rules and guidelines.
- Informed and suggested new banking products to customers.
- Adhered to AML/BSA requirements, audit procedures and other regulated banking activity.
- Contributed to bank marketing and awareness campaigns to grow customer base.
- Participated in sales calls at request of our Sales Team for clients with at least one million dollars in deposit accounts or more.
- Completed daily logs, tracked data and managed clients' book of business
Supervising Agent
Liberty National Life Insurance Company
02.2011 - 01.2016
- Monitored and evaluated fellow agents' performance.
- Maintained businesses' database by entering and verifying information.
- Hired, trained and prepared 3-5 agents per month to respond to customer complaints, inquiries and handle any troubleshooting duties.
- Developed and implemented sales plan and managed all phases of sales cycle from prospecting to close and follow‐ up support.
- Met and exceeded quota for team each month.
- Awarded a trip to Boca Raton for Top 30 agents of the year in 2015.
Skills
- Sales expertise
- Complaint resolution
- Communication Skills
- Organizational Skills
- Time Management Skills
- Workflow Analysis
Accomplishments
Throughout the year, I have been on the board of JP Morgans Women on the Move, Business Resource Group. I have met monthly with our Board members for our events and goals. I have assisted in planning events for our members, establishing budgets, finding guest speakers, and locating venues.
Timeline
Sales Consultant
Angie's List
08.2023 - Current
Client Service Analyst
JP Morgan Chase
02.2022 - 08.2023
Auto Sales Agent
GEICO
03.2021 - 11.2021
Client Advisor
Fifth Third Bank
01.2016 - 12.2019
Supervising Agent
Liberty National Life Insurance Company
02.2011 - 01.2016
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