Summary
Overview
Work History
Education
Skills
Specialty training
Accomplishments
Certification
Timeline
SoftwareDeveloper

LATOYA JACKSON

Heath Springs,SC

Summary

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Financial Retirement Representative

EMPOWER RETIREMENT
08.2022 - Current
  • Process contribution changes, withdrawals, loans and communicate critical plan updates and changes
  • Studied financial documents to identify potential areas needing improvement.
  • Helped clients make informed decisions about financial future.
  • Educated clients on financial topics and best practices.
  • Gained strong leadership skills by managing projects from start to finish.
  • Process general account changes upon direction from customer.
  • Collaborated with clients to develop customized investment portfolios.
  • Researched and evaluated potential investment products for clients.
  • Recommended specific investments to help clients meet financial goals.

Pharmacy Technician

CVS PHARMACY
09.2014 - 08.2022
  • Displayed consistently advanced customer service skills
  • Labeled drugs, supplies, and chemicals properly, while maintaining the proper storage and security conditions for drugs
  • Handle payments for medications and process insurance claims
  • Maintained patient profiles and records of all medications given
  • Entered and processed patients' prescriptions into internal system.
  • Counted and labeled prescriptions with correct item and quantity.
  • Collected co-payments or full payments from customers.
  • Maintained proper drug storage procedures, registries, and records for controlled drugs.
  • Stocked, labeled, and inventoried medication to keep accurate records.
  • Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
  • Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Performed wide range of pharmacy operations with strong commitment to accuracy, efficiency and service quality.
  • Welcomed customers to pharmacy and answered questions relating to prescriptions and over-the-counter products.
  • Resolved third-party billing, computer system and customer service issues.
  • Managed opening and closing duties for pharmacy.

Assistant Manager

CASHWELL FINANCIAL, LLC
01.2014 - 01.2015
  • Managed new customer and good-standing customers and made permanent changes of actions for over 200 members
  • Processed, verified, and maintained personnel-related documentation
  • Explained company personnel policies, benefits, and procedures to employees or job applicants
  • Recorded and organized data for each employee
  • Examined customer files to answer inquiries and provide information for personnel actions
  • Requested information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability
  • Processed and reviewed applications to evaluate eligibility of applicants.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Identified and communicated customer needs to supply chain capacity and quality teams.

Centerpoint Energy

IQOR
11.2011 - 12.2013
  • Maintained a high level of accuracy in a fast-paced work environment
  • Served as a liaison between clients and third-party agencies to resolve issues in a courteous manner
  • Worked successfully individually and on a team
  • Conducted client research to solve complex problems.
  • Resolved problems, improved operations and provided exceptional service.
  • Strengthened communication skills through regular interactions with others.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Delivered services to customer locations within specific timeframes.
  • Worked effectively in fast-paced environments.
  • Excellent communication skills, both verbal and written.
  • Skilled at working independently and collaboratively in a team environment.
  • Passionate about learning and committed to continual improvement.
  • Worked well in a team setting, providing support and guidance.

Assistant Manager

NOLIMIT FINANCIAL, LLC
10.2009 - 11.2011
  • Prepared and review all account documentations to loans
  • Review loan files to ensure the completeness of the file
  • Perform as a team member in allocating and coordinating the work flow
  • Comply with all department and company policies, procedures and regulations.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Developed detailed plans based on broad guidance and direction.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Set aggressive targets for employees to drive company success and strengthen motivation.

Education

Bachelor of Science (B.S) in Business Management - Business Administration And Management

Salem International University
Salem, WV
05.2018

Associate of Science (A.S) in Business Science - Business Administration

University of South Carolina
Lancaster, United States
05.2009

Skills

  • SAP experienced
  • Staff development
  • Benefits administration
  • Training/Facilitating
  • Human relations
  • Experience working in a call center
  • Portfolio Management
  • Retirement planning
  • Sales experience
  • Medicare knowledge
  • Certified Management Accountant
  • Analytical Thinking
  • Investment Opportunity Identification
  • Attention to Detail
  • Cash Management Strategies
  • Microsoft Excel
  • Active Listening
  • Continuous Improvement
  • Retirement needs
  • Multitasking
  • Problem-Solving
  • Business Development
  • Excellent Communication
  • Customer Referrals
  • Time management abilities
  • Risk Assessment
  • Time Management
  • Written Communication
  • Problem-solving abilities
  • Professionalism
  • Goal Setting
  • Adaptability and Flexibility
  • Decision-Making
  • Multitasking Abilities
  • Reliability
  • Customer Expectations Management

Specialty training

Human Resources Management

  • Non-Commissioned officer leadership
  • Public Speaking and Administrative Development
  • Business Management
  • Accounting
  • Microsoft Office Suite, including Access

Accomplishments

    • Human Resources Management

    • Non-Commissioned officer

    leadership

    • Public Speaking and Administrative

    Development

    • Business Management

    • Accounting

    • Microsoft Office Suite, including

    Access

Certification

  • Certified Pharmacy Technician
  • Phlebotomy Certification

Timeline

Financial Retirement Representative

EMPOWER RETIREMENT
08.2022 - Current

Pharmacy Technician

CVS PHARMACY
09.2014 - 08.2022

Assistant Manager

CASHWELL FINANCIAL, LLC
01.2014 - 01.2015

Centerpoint Energy

IQOR
11.2011 - 12.2013

Assistant Manager

NOLIMIT FINANCIAL, LLC
10.2009 - 11.2011

Bachelor of Science (B.S) in Business Management - Business Administration And Management

Salem International University

Associate of Science (A.S) in Business Science - Business Administration

University of South Carolina

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LATOYA JACKSON