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
13
13
years of professional experience
Work History
Customer Service Representative
Globe Life And Accident Insurance Company
07.2019 - 05.2024
- Handled calls promptly and with courteous professionalism.
- Completed call documentation while speaking with customers.
- Processed orders, service requests and applied information to customers.
- Maintained working knowledge of products, accounts, representatives, tools and systems.
- Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Conducted training sessions for Customer Service Representatives on various aspects of the job including soft skills development, product knowledge enhancement, and procedural updates.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Sought ways to improve processes and services provided.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
Financial Advisor
Lincoln Financial
09.2011 - 08.2018
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Educated clients on financial topics and best practices.
- Advised clients on investments, retirement and estate planning.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped clients make informed decisions about financial future.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Proved successful working within tight deadlines and a fast-paced environment.
- Delivered services to customer locations within specific timeframes.
Education
Bachelor's Degree - Business Administration
Baylor University
Skills
- Multitasking and Prioritization
- Customer Data Confidentiality
- Efficient and Detail-Oriented
- Issue and Complaint Resolution
- Effective Customer Communication
- Solving Customer Concerns
- Lead Generation
- Administrative and Office Support
- Trained in Salesforce
- Data Operations
- Revenue Growth
- Understanding Customer Needs
Additional Information
- 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 Representative
Globe Life And Accident Insurance Company
07.2019 - 05.2024
Financial Advisor
Lincoln Financial
09.2011 - 08.2018
Bachelor's Degree - Business Administration
Baylor University