Lasandra Bradley
South Daytona,FL
Summary
Result-driven Financial services agent with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Financial Services Representative
Primerica
10.2019 - 12.2022
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained database of financial records for clients.
- Built and established relationships with clientele to improve future business opportunities.
- Managed over 50 calls per day
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
Customer Service Representative-Team Lead
Frontier Communications
07.2006 - 04.2021
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Developed customer service policies and procedures to meet and exceed industry service standards
- Responded proactively and positively to rapid change
- Increased efficiency and performance by monitoring 20+ team members productivity and providing feedback
Education
Associate of Science - Secretarial Studies And Office Administration
Seminole State College of Florida
Sanford, FL06.2022
Skills
- Account Documentation
- Microsoft Office
- Information Updates
- Insurance Industry Knowledge
- Sales Goals
- Develop Proposals
- Customer Relationship Management
- Security Evaluation
Timeline
Financial Services Representative
Primerica
10.2019 - 12.2022
Customer Service Representative-Team Lead
Frontier Communications
07.2006 - 04.2021
Associate of Science - Secretarial Studies And Office Administration
Seminole State College of Florida
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