Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kendra Northcutt

Los Angeles ,CA

Summary

Dynamic Senior Client Liaison at Insperity with a proven track record in client account management and strategic innovation. Expert in cultivating relationships with C-Suite executives, ensuring high client retention. Skilled in CRM software and employee training, driving team development and enhancing service delivery.

Overview

18
18
years of professional experience

Work History

Senior Client Liaison

Insperity
10.2021 - Current
  • Serves as the main point of contact and trusted business advisor to clients while maintaining trusting relationships with C-Suites and Key Decision Makers.
  • Manages a Book of Business of fifty clients with a total of one thousand five hundred ninety-four worksite employees.
  • Cultivates client relationships and experiences to ensure client retention.
  • Partners with Business Performance Advisors to close prospect client deals.



Corporate Trainer

Ascend Federal Credit Union
01.2019 - 10.2021
  • Developed engaging and entertaining presentations to maintain employee attention and improve impact of training.
  • Prepared educational materials such as module summaries, videos and informational packets.
  • Conducted evaluations and observed employee performance to identify areas of needed improvement.
  • Developed training programs to meet company objectives.

Document Management Specialist

Ascend Federal Credit Union
10.2017 - 01.2019
  • Assisted in continuous improvement activities while developing and maintaining resulting documents.
  • Maintained document control system and updated work instructions, procedures and associated databases.
  • Processed loan payments to finalize last payments in order to close out loans, mail titles, and closing paperwork.
  • Performed document reproduction, printing documents from electronic sources such as email attachments, PDF files and cloud storage.

Contact Center Representative

Ascend Federal Credit Union
05.2016 - 10.2017
  • Provided prompt, efficient, and accurate service in the processing of over the phone bank transactions.
  • Handled member issues including complaints and errors in an acceptable manner.
  • Cross offered credit union services to members by assessing their needs.
  • Trained staff on operating procedures and company services.

Teller

Ascend Federal Credit Union
09.2014 - 05.2016
  • Processed customer transactions promptly, minimizing wait times.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.

Team Lead

Zaxbys
01.2007 - 09.2014
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Worked different stations to provide optimal coverage and meet production goals.
  • Managed schedules, accepted time off requests and found coverage for short shifts.
  • Coached team members in techniques necessary to complete job tasks.

Education

BBA - Business Administration And Finance

Middle Tennessee State University
Murfreesboro, TN
12-2016

Skills

  • Client account management
  • Customer service expertise
  • Employee onboarding and training
  • Skilled in utilizing CRM software
  • Team development strategies
  • Proficient in time management
  • Call center experience
  • Strategic innovation oversight

Timeline

Senior Client Liaison

Insperity
10.2021 - Current

Corporate Trainer

Ascend Federal Credit Union
01.2019 - 10.2021

Document Management Specialist

Ascend Federal Credit Union
10.2017 - 01.2019

Contact Center Representative

Ascend Federal Credit Union
05.2016 - 10.2017

Teller

Ascend Federal Credit Union
09.2014 - 05.2016

Team Lead

Zaxbys
01.2007 - 09.2014

BBA - Business Administration And Finance

Middle Tennessee State University

Similar Profiles

CREATE PROFILE