Summary
Overview
Work History
Education
Skills
Licenses
Systems
Timeline
Generic

Kristi Craver

Colorado Springs,CO

Summary

Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.

Overview

7
7
years of professional experience

Work History

Client Services

Steadfast Wealth Co
Colorado Springs, CO
07.2017 - 03.2022
  • Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
  • Performed duties and provided service in accordance with established operating procedures and company policies.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Finalized sales and collected necessary deposits.
  • Obtained underwriting approval by completing application for coverage.
  • Delivered prompt service to prioritize customer needs.

Managing Partner

Madyson Capital Management
Colorado Springs, CO
01.2015 - 05.2017
  • Trained new employees on proper protocols and customer service standards.
  • Maintained up-to-date knowledge of product and service changes.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Typed and submitted correspondence, memos, drafts and emails.
  • Provided exceptional service to customers requiring assistance such as account questions.

Education

No Degree - Marketing And Finance

Pikes Peak Community College
Colorado Springs, CO

Skills

  • Policy Renewals
  • Claims Information Gathering
  • Customer Relations
  • Planning Support
  • Licensing Requirements
  • Annual Reviews
  • Customer Accounts Management
  • Customer Billing
  • Standards Compliance
  • Customer Account Management

Licenses

  • Life Insurance
  • Notary Republic
  • Property and Casualty

Systems

  • NetX 360
  • Envestnet
  • Microsoft Office
  • Retail
  • Smart Office
  • EMMA
  • Laser App


Timeline

Client Services

Steadfast Wealth Co
07.2017 - 03.2022

Managing Partner

Madyson Capital Management
01.2015 - 05.2017

No Degree - Marketing And Finance

Pikes Peak Community College

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Kristi Craver