Highly motivated professional with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively, unsupervised, and quickly mastering new skills.
Overview
16
16
years of professional experience
Work History
Client Service Consultant
Cigna Healthcare
Houston, TX
06.2023 - Current
Serve as the primary point of contact for designated book of business, ensuring high levels of client satisfaction and engagement.
Maintain a strong relationship with clients and brokers, by proactively identifying the needs of the customer and providing customer resolution in a timely manner.
Provide subject matter knowledge to cross-functional teams, and an understanding of complex processes.
Analyze client and broker data to identify trends and patterns, providing actionable insights to internal teams to enhance service delivery, and drive continuous improvement.
Serve as a training buddy for newly hired team members, providing hands-on guidance, peer-level support, and knowledge sharing to help with role integration.
Facilitate client and broker training as needed.
Remote Customer Service Representative
Self Employed Contractor (Arise)
Manvel, TX
04.2022 - 05.2023
Answered incoming calls, and provided frontline customer service support as well as assistance with products and services.
Educated customers on special pricing opportunities, company offerings, and account options.
Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
Upheld quality control policies and procedures to increase customer satisfaction.
Premium Finance Account Executive
AFCO Credit Corporation (BB&T Bank)
Denver, CO
06.2018 - 10.2019
Performed quoting, underwriting and price negotiation and telemarketing for assigned territories.
Ensured all quotes were competitive, underwriting was complete and accurate, and credit and profitability standards were maintained.
Made outbound calls to follow up on quotes provided to the agents, and follow-up calls for renewals.
Reported lost quote opportunities to the assigned strategic growth managers, and during the weekly sales call with my direct manager.
Worked with the loan processing team to review loan documents to ensure completeness, accuracy, and compliance with all regulatory and operational requirements.
Community Branch Banker III
BB&T Bank
Houston, TX
09.2016 - 06.2018
Built quality relationships for business and personal banking clients in person and by phone, and exceeded customer service satisfaction ratings.
Made outside sales calls to local businesses in the area to schedule Business-to-Business appointments for Market Leader.
Drove revenue growth through the development and management of new business and personal deposit accounts, loans, and additional banking options.
Vault custodian, and occasionally worked on the teller line as needed by the manager.
Worked closely with internal partners to meet clients' investments, mortgage loans, insurance, treasury management, and merchant services needs.
Financial Sales Consultant III
PNC Bank (formerly RBC Bank)
Atlanta, GA
10.2009 - 01.2016
Provided financial advice and solutions to personal clients, and business clients ensuring their identified needs were met.
Identified potential opportunities for growth within existing customer accounts.
Drove revenue growth through the development and management of new business and personal deposit accounts, car loans, personal loans, and additional lending options.
Worked closely with internal and external branch partners to provide wealth management, treasury management, payroll processing, credit card processing, and workplace banking partnerships.
Provided mentoring and training to newly hired peer personnel.
Education
Bachelor of Science - Psychology
University of Houston - Downtown
Houston, TX
12.2023
Associate of Science - Life Science
San Jacinto College
Houston, TX
12.2021
Associate of Arts - General Studies
San Jacinto College
Houston, TX
12-2021
General Lines Agent - Life - Accident, Health & HMO
Department of Insurance Texas
08.2023
Certificate of Achievement - Agile MBA
The Job Hackers
03.2023
Skills
Friendly, Positive Attitude
Interpersonal Skills
Problem Solving
Issue and Complaint Resolution
Needs Assessments
Critical Thinking
Client Relationship Management
Communication Skills
Microsoft 365
Additional Information
During the pandemic, I focused on personal growth and continued my education.
Timeline
Client Service Consultant
Cigna Healthcare
06.2023 - Current
Remote Customer Service Representative
Self Employed Contractor (Arise)
04.2022 - 05.2023
Premium Finance Account Executive
AFCO Credit Corporation (BB&T Bank)
06.2018 - 10.2019
Community Branch Banker III
BB&T Bank
09.2016 - 06.2018
Financial Sales Consultant III
PNC Bank (formerly RBC Bank)
10.2009 - 01.2016
Bachelor of Science - Psychology
University of Houston - Downtown
Associate of Science - Life Science
San Jacinto College
Associate of Arts - General Studies
San Jacinto College
General Lines Agent - Life - Accident, Health & HMO