Implemented crisis intervention protocols while managing concurrent live chats and calls, achieving 130% patient scheduling success rate and maintaining ACW under 2 minutes.
Coordinated emergency response services through precise remote location identification,ensuring timely assistance for patients in critical situations.
Streamlined multi-patient scheduling processes, successfully managing four concurrent appointments in single interactions while maintaining accuracy.
Optimized call handling efficiency by processing 70 daily interactions while sustaining high-quality patient care and documentation standards.
Developed comprehensive crisis support strategies, earning recognition through perfect evaluation scores and promotion to priority shift assignment.
Client Relations Specialist
Longroad Wealth Managers
06.2019 - 01.2023
Managed 1000+ client accounts, showcasing strong retention and relationship skills.
Streamlined client operations through SOP implementation, managing 1000+ accounts with 95% retention rate while ensuring flawless RMD compliance.
Spearheaded digital transformation by developing company website and establishing comprehensive social media presence to enhance market visibility.
Analyzed and optimized client service protocols, resulting in substantial improvement in account management efficiency and client satisfaction.
Led cross-functional initiatives to enhance client communication channels, fostering stronger relationships and improving service delivery.
Education
Bachelor of Science - Business Management
Murray State University
Murray, KY
05-2019
Skills
Advanced Interpersonal Skills
Administrative Expertise
Powerful Work Ethic
Client Relations
Software Proficiency
Crisis intervention
Crisis support development
Client relationship management
Accomplishments
Crisis Management: Successfully intervened, stopped, and provided immediate help in several active suicide and homicide attempts, showcasing quick thinking and calm demeanor in stressful situations.
Revenue Growth: Secured $10 million in client assets by creating, and implementing interpersonal marketing strategies.
Strong Client Trust: Renowned for natural and magnetic interpersonal skills, frequently complimented by clients for making their day and creating a sense of safety and ease. Excel at recalling personal details such as children's names, pets, and careers, which consistently impresses and strengthens client relationships.
Interests
Runway modeling
Artistic modeling
Involved with local communities, such as Louisville Anti Violence Coalition and Louisville Pride