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
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