Kinberlea Akibu
Frisco,TX
Summary
An analytical, detail-oriented professional seeking a position that will enable me to utilize my knowledge of Business Administration while developing new skills which will benefit both the company and me. Retaining over 10 years of experience Working as a Customer Service Advocate/Financial Advisor, I’m very proficient in using Microsoft applications such as Microsoft Word, Excel, Outlook, etc. Knowledgeable and dedicated customer service professional with extensive experience in the customer service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
Work History
Customer Service Advocate
Globe Life
Alpharetta, GA
07.2019 - 01.2022
- First point of contact responding to customer inquiries and resolving complaints or forwarding them to the appropriate department for solution
- Attending to calls and correspondences, providing information with respect to insurance policies, and communicating any changes in policy to existing and prospective clients
- Retain good memory while operating multiple computer programs in assisting customers with their policies and multi-tasking
- Serves as a middleman between the insurance company and sales agent’s direct actions or inactions could lead to a loss of existing or potential customers to the company
- Keep the customers informed and satisfied at all times
- Analyze customer’s complaints and recommend solutions
- Understand the company’s insurance policies and products and able to identify weather the policy covers a type of loss or not
- Call customers who had previously called to complain to know if their challenges have been resolved and to ensure that they are now satisfied
- Communicate changes or adjustment in policies to clients
- Send newsletters, mails, and other forms of correspondences to customers
- Receive reports of claims and communicate appropriate documents needed to successfully complete processing
- Assist in soliciting sales of new products and policies
- Liaise with other departments and provide support to them
- Assist clients in filling of policy documents and contact them whenever any error is discovered, or when it needs to be corrected
- Offer information about price quotes to prospective customers
- Liaise with the company’s insurance agents and process all orders made via web and telephone
- Manage and protect the reputation of the company
- Maintain strong clientele relationship with customers
- Critically analyze all situations and solve problems efficiently.
- Answered average of 70 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information
Financial Advisor
Lincoln Financial
Irving, TX
09.2011 - 08.2018
- Market analysis
- Recruit and solicit clients
- Assess clients' needs and goals
- Recommend strategies
- Execute strategies
- Monitor accounts
- Identify new opportunities
- Follow Securities and Exchange Commission regulations
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Boosted sales by 40% and exceeded sales target by employing consultative sales tactics and superior customer care
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
Education
Bachelor’s Degree - Business Administration
Baylor University
Waco, TXSkills
- Multitasking and Prioritization
- Customer Data Confidentiality
- Efficient and Detail-Oriented
- Issue and Complaint Resolution
Accomplishments
Awarded Presidential Scholarship for year, 2007
Institute for Supply Management Selected for Golden Key
International Honor Society Talitha Koum Nurture Center
Timeline
Customer Service Advocate
Globe Life
07.2019 - 01.2022
Financial Advisor
Lincoln Financial
09.2011 - 08.2018
Bachelor’s Degree - Business Administration
Baylor University