Kristen Kendall
Bradford,IL
Summary
Talented business and customer relations professional with self-directed nature and analytical problem-solving abilities. Excellent project management, communication and planning abilities.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Client Service Specialist
EPIC Retirement Plan Services
02.2019 - Current
- Provided knowledgeable service and support for all customer needs.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Accepted and processed payments, updated accounts and issued receipts.
- Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
- Supported internal and training projects with advanced skills in document management, customer relations and reporting.
- Responded to customer calls and emails to answer questions about managing their retirement plan.
- Collaborated with other departments to develop ways to increase customer satisfaction.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Maintained accurate record-keeping with proactive attention to client information updates.
Account Manager & Curriculum Developer
Afni, Inc
07.2001 - 02.2019
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
- Developed and implemented strategies to increase client retention.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
Education
High School Diploma -
Bureau Valley High School
Manlius05.1998
Skills
- SRT Proficiency
- Reporting Requirements
- Account Management
- Customer Support
- Client Support
- Client Relations
- Documentation Skills
- Document Management
- Call Management
Certification
- Qualified 401(k) Admnistrator, ASPPA - 2023
Timeline
Client Service Specialist
EPIC Retirement Plan Services
02.2019 - Current
Account Manager & Curriculum Developer
Afni, Inc
07.2001 - 02.2019
High School Diploma -
Bureau Valley High School
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