Developed expertise in client relationship management within customer-focused environment. Skilled in analyzing client needs and delivering customized solutions. Seeking to transition into new field where these abilities can drive success and foster growth.
Overview
11
11
years of professional experience
Work History
Insurance Agent
Progressive Insurance Companies
03.2024 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Benefit Implementation Specialist II
Paylocity Corporation
03.2022 - 07.2023
Managing tasks assigned to client and business partner to keep them on tasks
Lean pre-implementation calls with internal team members and business partners
Perform implementation calls with internal team members and clients
Attend benefit meetings to review pipeline
Maintain knowledge of requirements, regulations and compliance of benefits plans, such as medical, dental, vision and life
Responds to inquiries regarding policies, procedures and programs
Manage client expectations throughout the implementation process
Prepare and distribute updates regarding the implementation process
Confidently lead and drive progress for a successful and timely implementation
Work proactively to facilitate solutions and obstacles present themselves
Implementation Specialist II (Carrier Connections)
Automatic Data Processing, Inc.
09.2021 - 03.2022
Consult with clients to deliver a comprehensive ADP solution
Guide and drive the client towards the best solution for their business needs
Analyze existing systems, interface requirements, business processes
Partner with clients to learn their business and related needs
Incorporate new processes, tools, and approaches when recommending an ADP solution
Utilize broad knowledge to recommend solutions to the client when appropriate
Recognize client business issues and concerns and recommend and implement an appropriate solution
Interact and partner with ADP associates in sales and customer service
Exchange routine information with members of the client project team, including priorities, timeliness, issues as they arise
Client Support Specialist II (Major Accounts: Benefits Talent Solutions)
Automatic Data Processing, Inc.
11.2018 - 09.2021
Provide Tier 1 support to clients responding to basic inquiries regarding ADP products
Resolve routine customer inquiries that require data entry changes and answer non-technical questions regarding ADP products
Assist clients by navigating through ADP systems (WorkForce Now) to respond to issues
Ensure effective client utilization of HR procedures
Perform portal troubleshooting
Effectively troubleshoot and develop workarounds for HR, Talent/Recruitment and Performance issues
Partner with ADP Major Accounts internal partners to include Implementation, Carrier Connections and Learning team regarding ADP Benefits Talent Solution products
Assist clients with the Open Enrollment process
Respond to benefit inquiries on plan provisions, benefit enrollments, status changes and other general inquiries
Assist in New Hires training and development to BTS team
Stretch Assignment: Partner with the Resolutions team: assisting payroll teams with Benefits, Talent and Affordable Care Act (ACA) related issues
BTS Rising Start Award for best customer comment and MVP award recognized during ADP Townhall
Customer Service Associate Expert
T-Mobile
05.2018 - 11.2018
Handled customer inquiries that required data-entry to include educating customers regarding billings, processing payments and adjusting bill statements
Presented solutions and technical guidance to customers regarding mobile devices, tablets, computers, etc
Served as an ambassador to all new customers via the new 'On Boarding' focus
Responsible for enhancing the customer experience during their first impression of T-Mobile
Exemplified leadership skills amongst team member to individual and team success for weekly and monthly performance metric goals
Served as Training Assistant to new hires to T-Mobile
Customer Service Expert
Comcast
07.2016 - 01.2018
Responsible for retaining customers who requested to disconnect or downgrade services/ensure at-risk customers are satisfied
Re-built the customer relationship by reselling the benefits and value of Comcast's products and services along with identified their unstated needs, selling any missing lines of business to the customer and made account changes as necessary
Positively positioned Comcast products against competitive offerings, related well to the customer, exercised sound judgment with the scope of empowerment and acted in the best interest of both the customer and company
Customer Technical Support
Comcast
07.2015 - 07.2016
Provided technical assistance by checking Comcast databases for software updates and data integrity, tech support for new installations
Presented solutions and technical guidance to customers facing technical issues with their software
Performed over-the-phone repair and preventative maintenance on Comcast peripheral equipment
Customer Experience Associate
Comcast
10.2013 - 07.2015
Responsible for retaining customers who requested to disconnect or downgrade services/ensure at-risk customers are satisfied
Re-built the customer relationship by reselling the benefits and value of Comcast's products and services along with identified their unstated needs, selling any missing lines of business to the customer and made account changes as necessary
Positively positioned Comcast products against competitive offerings, related well to the customer, exercised sound judgment with the scope of empowerment and acted in the best interest of both the customer and company
Education
Business Management -
Ashford University
03.2017
Medical Assistant -
Olympia College
06.2005
Skills
Customer service
Licensed insurance agent
Professionalism and ethics
Quotes and sales
Timeline
Insurance Agent
Progressive Insurance Companies
03.2024 - Current
Benefit Implementation Specialist II
Paylocity Corporation
03.2022 - 07.2023
Implementation Specialist II (Carrier Connections)
Automatic Data Processing, Inc.
09.2021 - 03.2022
Client Support Specialist II (Major Accounts: Benefits Talent Solutions)
Health Insurance Customer Representative at TTEC contracted to Blue Shield of CaliforniaHealth Insurance Customer Representative at TTEC contracted to Blue Shield of California