Keanna Ward
Cincinnati,OH
Summary
Results-oriented customer service professional adept at enhancing team performance and delivering exceptional experiences. Organized, dependable, and skilled in providing expert advice to improve business performance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr Case Consultant
Western & Southern Financial Group
11.2023 - Current
- Reviews and accurately processes life insurance and annuity applications received ensuring they meet company guidelines and compliance standards.
- Collaborate closely with underwriters to issue policies accurately and efficiently.
- Interact with agents, policyholders, and internal teams to address inquiries and resolve issues.
- Identify opportunities to enhance processes and streamline workflows.
- Enhanced overall team performance by providing regular coaching/training, feedback, and skill development opportunities.
Sr Case Analyst
Western & Southern Financial Group
04.2022 - 11.2023
Accounts Receivable and Payable Specialist
Klosterman Baking Company
09.2021 - 04.2022
- Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
- Reached out to vendors and customers in order to resolve account problems.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Entered figures using 10-key calculator to compute data quickly.
Weddings & Registry Advisor
Macy’s Inc.
08.2019 - 08.2021
- Develop quality relationships with our couples by making the registration process fun and rewarding. Clearly and concisely explain on-line and registry benefits including Dream Fund, with focus on the Macy’s Wedding & Gift Registry (WGR) loyalty
- Contribute to overall home sales by actively working with couples, gift givers and customers as the Home Lifestyle/Gift Registry expert.
- Assisting the couple when completing their registry and other post occasion needs as newlyweds.
- Offering personalized service to the couple, their parents, relatives, gift givers and home store customers.
Disputes Servicing Specialist I
Fifth Third Bank
08.2017 - 09.2018
- Handle customer calls utilizing discretion while balancing the risk between the Bank and the customer while researching and resolving customer disputed transactions via systematic input.
- Request documentation of transactions from other departments, customers, merchants, and other financial institutions to formulate appropriate risk decisions.
- Assure that regulatory timeframes as well as internal Service Level Agreements are met to avoid compliance violations.
- Interact with the internal departments to identify trends/issues and offer recommendations for improvements to policy and procedures.
Sales Lead Keyholder
Bath & Body Works
08.2016 - 06.2017
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Supervised end-to-end stock management, including examining incoming inventory, merchandising shelves and preventing shrinkage.
- Trained team members in successful strategies to meet operational and sales targets.
- Opened and closed store independently when needed and prepared nightly bank drop for manager.
Education
BBA - Business Administration And Management
University of Cincinnati
Cincinnati, OH05.2025
Skills
- Effective multi-tasking
- Customer Service
- Verbal and written communication
- Team Leadership & Development
- Client Relationships
- Problem-Solving
- Attention to Detail
- Adaptability and Resilience
Certification
ACS & ALMI Certification.
Timeline
Sr Case Consultant
Western & Southern Financial Group
11.2023 - Current
Sr Case Analyst
Western & Southern Financial Group
04.2022 - 11.2023
Accounts Receivable and Payable Specialist
Klosterman Baking Company
09.2021 - 04.2022
Weddings & Registry Advisor
Macy’s Inc.
08.2019 - 08.2021
Disputes Servicing Specialist I
Fifth Third Bank
08.2017 - 09.2018
Sales Lead Keyholder
Bath & Body Works
08.2016 - 06.2017
BBA - Business Administration And Management
University of Cincinnati
Similar Profiles
Elijah TackmanElijah Tackman
Client Consultant at Western Southern Financial GroupClient Consultant at Western Southern Financial Group
Dominique WareDominique Ware
Financial Representative at Western & Southern Financial GroupFinancial Representative at Western & Southern Financial Group
Jonah HouseJonah House
Service Consultant at Western & Southern Financial GroupService Consultant at Western & Southern Financial Group
Kenneth DuncanKenneth Duncan
Financial Representative at Western & Southern Financial GroupFinancial Representative at Western & Southern Financial Group
Shannon Coates-ThorntonShannon Coates-Thornton
Registered Nurse at Maxim HealthcareRegistered Nurse at Maxim Healthcare