KENNETH R. DAVIS JR.
Albuquerque,NM
Summary
Account management professional prepared to bring strong focus on client relations and project coordination to your team. Possesses valuable experience in maintaining client accounts, supporting project execution, and ensuring timely deliverables. Recognized for collaborative teamwork and adaptability, with keen ability to meet changing needs and drive results.
Overview
12
12
years of professional experience
1
1
Certification
Work History
ACCOUNT ASSOCIATE
T-MOBILE USA
01.2024 - Current
- PROVIDE EFFECTIVE AND TIMELY RESOLUTION OF VARIOUS CUSTOMER INQUIRIES AND CONCERNS
- BUILD CUSTOMER LOYALTY AND VALUE THROUGH EFFECTIVE ACCOUNT MANAGEMENT, IDENTIFYING APPROPRIATE ADDITIONAL PRODUCTS, FEATURES, AND SERVICES, AND COLLECTING PAST-DUE BALANCES
- DELIVER EXCEPTIONAL CUSTOMER SERVICE USING RESOURCE DOCUMENTATION FOR REFERENCE AND THE AUTOMATED AND TRAINING TOOLS PROVIDED
RELATIONSHIP BANKER
BANK OF AMERICA
02.2023 - 10.2023
- ENGAGED WITH CLIENTS TO EDUCATE AND ASSIST WITH CONDUCTING TRANSACTIONS THROUGH ONLINE BANKING
- PROCESSED CASH TRANSACTIONS WITH CLIENTS TO BETTER HELP THEM WITH THEIR NEEDS
- PROVIDED INSIGHT THROUGH CONVERSATIONS WITH CLIENTS TO GAIN IN-DEPTH KNOWLEDGE OF THEIR FINANCIAL AND LIFE PRIORITIES
- MANAGED FINANCIAL CENTER TRAFFIC THROUGH APPOINTMENTS AND OUTBOUND CALLS
PRODUCT SPECIALIST
APPLE ABQ UPTOWN
07.2022 - 02.2023
- DELIVERED EXCELLENT CUSTOMER EXPERIENCES WHILE INTERACTING WITH CUSTOMERS THROUGH PERSONAL INTERACTIONS
- DELIVERED AND PERFORMED PRESENTATIONS WITH SMALL AND LARGE GROUPS OF PROSPECTIVE CLIENTS FOR DESIRED PRODUCTS
- MAINTAINED KNOWLEDGE AND STAYED UP-TO-DATE WITH CURRENT PRODUCTS AND SERVICES
- CREATED AND MAINTAINED A LEVEL OF QUALITY THAT IS CONSISTENT WITH THE APPLE BRAND
Client Services Representative II
BANK OF AMERICA
10.2021 - 07.2022
- ENSURED THE DELIVERY OF EXCELLENT CUSTOMER SERVICE THROUGH PROMPT AND ACCURATE PROCESSING OF ORDERS, COMMUNICATION AND COORDINATING WITH OTHER DEPARTMENTS TO RESOLVE INQUIRIES
- ADVISED CURRENT AND PROSPECTIVE CLIENTS ON CURRENT TRENDS OF FINANCE AND THE MOST SUITABLE OPTIONS FOR THEIR FINANCIAL NEEDS TO HELP PROTECT THEIR ASSETS AND GROW IN THE FUTURE
- ADVOCATED FOR THE BEST EXPERIENCE FOR ALL CLIENTS AND DOCUMENTED ANY DISCREPANCIES OR COMPLAINTS WITH ANY PRODUCT OR SERVICE THAT IS PROVIDED BY BANK OF AMERICA
- REMAINED CURRENT ON ALL COMPLIANCE AND RISK MANAGEMENT WHETHER REGULATED ON A FEDERAL OR STATE LEVEL TO ENSURE THE LEGALITY OF ALL ACCOUNT MANAGEMENT PROCESSES
Project Coordinator
Lowes Home Improvement Contact Center
01.2021 - 10.2021
- END TO END JOB/PROJECT WORKFLOW COMMUNICATION AND MANAGEMENT (CUSTOMERS, INSTALLERS, STORES, AND VENDORS)
- CONDUCTS INITIAL CONTACT WITH CUSTOMER AND SERVICE PROVIDERS TO PROVIDE CORRECT DIRECT AND BACKUP CONTACT INFORMATION, JOB/PROJECT EXPECTATIONS AND VERIFY JOB/PROJECT
- OBTAIN INSTALLATION SCHEDULES FROM SERVICE PROVIDERS AND CONFIRM TIMES WITH CUSTOMER FOR PROACTIVE COMMUNICATION
- ARRANGES DELIVERY OF PRODUCT AND COMMUNICATES WITH STORES, SERVICE PROVIDERS AND CUSTOMER TO ENSURE JOB/PROJECT CAN START ON TIME
Account and Claims Specialist
Allstate Insurance
11.2018 - 06.2020
- EXPLAIN FEATURES, ADVANTAGES AND DISADVANTAGES OF VARIOUS POLICIES TO PROMOTE SALE OF INSURANCE PLANS; PLAN AND OVERSEE INCORPORATION OF INSURANCE PROGRAM INTO BOOKKEEPING SYSTEM OF COMPANY
- CONFER WITH CLIENTS TO OBTAIN AND PROVIDE INFORMATION WHEN CLAIMS ARE MADE ON A POLICY
- CUSTOMIZE INSURANCE PROGRAMS TO SUIT INDIVIDUAL CUSTOMERS, OFTEN COVERING A VARIETY OF RISKS
- ENSURE THAT POLICY REQUIREMENTS ARE FULFILLED, INCLUDING ANY NECESSARY MEDICAL EXAMINATIONS AND THE COMPLETION OF APPROPRIATE FORMS
- PERFORM ADMINISTRATIVE TASKS, SUCH AS MAINTAINING RECORDS AND HANDLING POLICY RENEWALS
Associate Insurance Underwriter
AMICA Mutual Insurance Co
08.2017 - 05.2018
- ANALYZED RISK IN INSURANCE PROPOSALS, QUOTES, AND OTHER INQUIRIES FOR INSURANCE
- COLLECTED BACKGROUND INFORMATION TO DETERMINE PROPER TRANSFER OF RISK
- REVIEWED STATISTICAL DATA AND LIAISED BETWEEN CUSTOMERS, BROKERS, AND OTHER CONTACTS
- DEFINED TERMS AND CONDITIONS OF AGREED-UPON INSURANCE POLICY
- MAINTAINED A RECORD OF COMPLETED POLICIES AND CORRESPONDENCE FOR CUSTOMERS
- DRAFTED LEGAL DOCUMENTS FOR UNDERWRITING AND HOME INSPECTIONS
Direct Sales Representative
Progressive Insurance
11.2013 - 02.2016
- COUNSELED CUSTOMERS ON COMPANY'S PRODUCTS AND SERVICES
- CREATED SERVICE REQUESTS AND MADE NOTES ON CUSTOMER'S EXISTING POLICIES AND DOCUMENTS
- COORDINATED MAILINGS TO CUSTOMERS CONCERNING COMPANY AND STATE DOCUMENTS
- ANSWERED AND COUNSELED ON COMPLEX ISSUES ON CUSTOMER ACCOUNTS AND BALANCES
- DOCUMENT CUSTOMER COMPLAINTS AND GRIEVANCES IN CUSTOMER SERVICE AND COUNSELING
Sales Associate
Best Buy
09.2012 - 01.2014
- VERIFIED AND MADE CHANGES TO CUSTOMER ACCOUNTS
- UPDATED SERVICE REQUESTS AND FILE DOCUMENTATION
- HANDLED DEBIT/CREDIT AND CASH TRANSACTIONS IN EXCHANGE FOR PRODUCTS AND SERVICES OFFERED BY BEST BUY
- MAINTAINED AND FOLLOWED UP ON REPORTS IN ASSET PROTECTION CONCERNING SALES TRENDS, CUSTOMER FEEDBACK, AND MORE
Education
Associates of Arts - Business/Africana Studies
Central New Mexico Community College
Albuquerque, NMSkills
- Office Support & Administration
- Superb Sales Skills
- Sales Support
- Technologically Tech-Savvy
- Client Networking
- MS Office
Certification
- CPR Certified
- Property & Casualty License for State of New Mexico
- Licensed Mediator for Restorative Justice
Leadershiproles
- Albuquerque Center for Peace and Justice, President of the Executive Board, 02/01/22, PRESENT
- Central New Mexico Community College Black Student Union, President, 08/01/21, PRESENT
Timeline
ACCOUNT ASSOCIATE
T-MOBILE USA
01.2024 - Current
RELATIONSHIP BANKER
BANK OF AMERICA
02.2023 - 10.2023
PRODUCT SPECIALIST
APPLE ABQ UPTOWN
07.2022 - 02.2023
Client Services Representative II
BANK OF AMERICA
10.2021 - 07.2022
Project Coordinator
Lowes Home Improvement Contact Center
01.2021 - 10.2021
Account and Claims Specialist
Allstate Insurance
11.2018 - 06.2020
Associate Insurance Underwriter
AMICA Mutual Insurance Co
08.2017 - 05.2018
Direct Sales Representative
Progressive Insurance
11.2013 - 02.2016
Sales Associate
Best Buy
09.2012 - 01.2014
- CPR Certified
- Property & Casualty License for State of New Mexico
- Licensed Mediator for Restorative Justice
Associates of Arts - Business/Africana Studies
Central New Mexico Community College
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