Khemol Groves Ford
San Antonio,TX
Summary
Dependable accounting professional acknowledged for high-volume of sales and customer service. Highly skilled in Accounting with an eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Management Assistant
Enterprise Holdings
09.2022 - Current
- Mainly responsible for participating in the management of assigned branch with emphasis in the areas of Customer Service, Sales and Accounting.
- Increased customer service success rates by quickly resolving issues.
- Trained and supervised employees on office policies and procedures.
- Contact customers to immediately find resolutions for escalated issues.
- Generate revenue by closing sales, creating referral, and promoting brand loyalty.
- Assisted with onboarding of new team members to follow and execute company systems and procedures.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Investment Specialist
Victory Capital Management
04.2021 - 06.2022
- Opening and maintaining retirement accounts, trust accounts by fulfilling routine requests such as contributions, distributions, and transfers.
- Ensures that money moves appropriately and that accounts properly reconcile.
- Assist members with standardized information requests.
- Provide superior customer service to members by maintaining consistent written and verbal communication.
- Contacted potential clients to pursue sales and gather funds.
- Held meetings with customers to review and update accounts.
- Educated clients on financial topics and best practices.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Life Insurance Advisor
Farmers Insurance Group
10.2020 - 04.2021
- Develop insurance quotes, offer expert insurance policy recommendations to generate sales.
- Meet new business production goals.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales to 79%.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Promoted products and services using upselling and other sales strategies.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Education
MBA - Accounting
Texas A&M University
Corpus Christi, TX08.2025
Bachelor of Science - Marketing
University of The Commonwealth Caribbean
Kingston, Jamaica 01.2020
Skills
- Investments (2 years)
- Professional phone etiquette (5 years)
- Able to think critically, multi task, negotiate and place good judgment
- Dependable
- Excellent team player
- Call center
- Insurance Sales
- CRM Software
- Salesforce
- Security Industry Essentials
- Life and Health Insurance
- Financial Budgeting
- Creative Thinking
- Sales Proficiency
- Stocks and Bonds Knowledge
- Verbal and Written Communication
- Business Planning
- Customer Relationship Management
- Customer Engagement
Certification
Life Health and Accident Insurance License
SIE
Timeline
Management Assistant
Enterprise Holdings
09.2022 - Current
Investment Specialist
Victory Capital Management
04.2021 - 06.2022
Life Insurance Advisor
Farmers Insurance Group
10.2020 - 04.2021
MBA - Accounting
Texas A&M University
Bachelor of Science - Marketing
University of The Commonwealth Caribbean