Summary
Overview
Work History
Education
Skills
Certification
life licensed
Timeline
Hi, I’m

Lexi Theriot

Customer Services
Raceland,LA
Lexi Theriot

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level customer service position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level chat customer service position. Ready to help team achieve company goals. Self-assured professional with the desire to be challenged on the job. Pursuing a position as an an Online Chat Specialist where dynamic communication skills can be utilized. Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail and collecting messages to facilitate office communication. Positive and upbeat with strong relationship-building abilities. Experience delivering customer service and administrative excellence, including clerical support and public interaction. Excels in calendar management, scheduling, data entry and database administration. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level appointment scheduling position. Ready to help team achieve company goals. Organized office professional with experience with various administrative tasks such as preparing agendas, scheduling meetings and providing customer assistance. Friendly and flexible candidate with solid customer service background. Quick learner possessing basic understanding about managing patient records, scheduling software and medical terminology. Collaborative administrative professional with strong task prioritization and organizational skills. Responsible Medical Scheduler with solid experience in supporting patients, families and physicians. Skilled in managing patient information and coordinating and scheduling appointments. Strong organizational and multitasking skills coupled with strong work ethic. Talented Scheduler with a hardworking mentality and an organized approach. Familiar with compliance and documentation requirements. Talented Scheduler with a hardworking mentality and an organized approach. Familiar with compliance and documentation requirements. Versatile professional serves as first point of contact for patients by verifying insurance, handling paperwork and preparing records. Patient-oriented and helpful candidate familiar with MS Office and EHR systems coupled with thorough knowledge of medical terminology. Committed to providing personalized service and quality patient care.

Overview

1
year of professional experience
1
Certification

Work History

Primerica
Duluth, GA

Financial Services Representative
01.2023 - Current

Job overview

  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Offered competitive commercial banking solutions and retail financing options.
  • Developed and delivered financial presentations to drive client engagement.
  • Analyzed customer financial records to determine appropriate payment plan.
  • Maintained accurate records of customer accounts, payments and payment plans.
  • Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
  • Entered client details and notes into system for interdepartmental access and review.
  • Listened to customers and negotiated solutions that met creditor and debtor needs.
  • Worked with customer to create debt repayment plan based on current financial condition.
  • Responded to customer inquiries and provided detailed account information.
  • Compiled and analyzed data for review by senior management of loan loss reports to measure portfolio performance.
  • Monitored customer accounts for payment delinquency and initiated collection efforts.
  • Managed over 50 customer calls per day and chat messages.

Redline Financial Services
Raceland, LA

Work From Home Customer Service Agent
01.2023 - Current

Job overview

  • Documented calls according to client's policies for use in performance measurement and business progress tracking.
  • Resolved minor to moderate technology faults, supporting constant availability and consistent performance.
  • Applied creative thinking to client questions and concerns absent from scenario-based response manuals.
  • Provided empathetic and amiable communications to callers in stressful situations to support constructive outcomes and satisfactory resolutions.
  • Answered inbound customer queries according to internal policies, meeting concerns and resolving questions.
  • Attended virtual department meetings, contributing to ongoing improvement initiatives and addressing emerging performance concerns.
  • Assisted clients with product questions to facilitate online ordering process.
  • Developed customer service processes to improve customer satisfaction.
  • Resolved customer complaints by determining cause of problem, selecting best solution and expediting correction or adjustment.
  • Conducted customer service training sessions for new team members.
  • Responded to website and email inquiries within 1 business days to maintain customer satisfaction and generate positive reviews.

Education

Central Lafourche High School
Raceland, LA

High School Diploma
08.2014 - 2016.05

University Overview

  • Relevant Coursework: customer service
  • 3.5 GPA
  • Professional Development: CNA classes

Skills

    Customer relationship building

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Certification

Licensed-Life Insurance License

life licensed

life licensed

i got my life insurance license with primerica in April,2023. im also Certified for senior health care, and auto and home referrals. im looking for a hourly pay job.

Timeline

Licensed-Life Insurance License

04-2023
Financial Services Representative
Primerica
01.2023 - Current
Work From Home Customer Service Agent
Redline Financial Services
01.2023 - Current
Central Lafourche High School
High School Diploma
08.2014 - 2016.05
Lexi TheriotCustomer Services