Kelley Marmen
Boston,MA
Summary
Result-driven financial operations concierge with a strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Operations Concierge
HUB Wealth Strategies At The Bulfinch Group
07.2023 - Current
- Provided exceptional customer service to diverse clientele, fostering an atmosphere of inclusivity and respect.
- Implemented effective organizational systems to manage incoming requests and track progress on outstanding tasks.
- Reviewed documentation and identified financial discrepancies where applicable.
Financial Representative
The Bulfinch Group
12.2022 - 07.2023
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
- Met with customers to assess needs, financial status and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Media Management Intern
GeorgeandClaudia Photography
09.2021 - 02.2022
- Enhanced team productivity by streamlining management processes and implementing effective communication strategies.
- Assisted in the development of marketing campaigns for increased brand visibility and customer engagement.
- Conducted market research to identify potential business opportunities and areas for improvement in existing services.
- Improved project efficiency with thorough planning, organization, and execution of assigned tasks.
Education
Bachelor of Science - Business Management
Sacred Heart University
Fairfield, CT05.2022
Skills
- Client servicing
- Team management
- Insurance servicing
- Detail oriented
- Financial management
Certification
- Producer Life Insurance License, July 2022
- Producer Health Insurance License, August 2022
Timeline
Operations Concierge
HUB Wealth Strategies At The Bulfinch Group
07.2023 - Current
Financial Representative
The Bulfinch Group
12.2022 - 07.2023
Media Management Intern
GeorgeandClaudia Photography
09.2021 - 02.2022
Bachelor of Science - Business Management
Sacred Heart University
Similar Profiles
Judith MooneyJudith Mooney
Triage Nurse at Bulfinch Medical Group Mass General HospitalTriage Nurse at Bulfinch Medical Group Mass General Hospital
Riley Braden WongRiley Braden Wong
Financial Representative Intern at The Bulfinch GroupFinancial Representative Intern at The Bulfinch Group
Joseph C. CerconeJoseph C. Cercone
Administrative Assistant at Aquest Wealth StrategiesAdministrative Assistant at Aquest Wealth Strategies
Nahiem CokeNahiem Coke
Environmental Service Aide at Tufts Medical CenterEnvironmental Service Aide at Tufts Medical Center
Emma KotchEmma Kotch
Lead Teacher and Academic Advisor at Phoenix Charter AcademyLead Teacher and Academic Advisor at Phoenix Charter Academy