Lexus Valentine
Chicago,IL
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Producer
Kemper Life
Hillside, IL
01.2023 - Current
- Developed and implemented marketing plans to increase client base.
- Conducted needs analyses for clients to determine appropriate insurance products.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Identified potential new customers through cold-calling and networking activities.
- Presented comprehensive explanations of insurance policies to clients.
- Assisted with the underwriting process by gathering necessary documents from applicants.
- Generated leads through referrals, online campaigns, mailers.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
Tax Preparer / Office Manager
VANDA TAX SERVICES
01.2012 - Current
- Prepared accounts to assist in preparing simple to complex tax returns
- Created cover letters, memos, maintained files, sent and received correspondence and documentation
- Posted daily cash payments, credit cards and ACH/Wires
- Complied with federal and state filings requirements by studying regulations and advising management on required actions
- Processed payments via cash, debit and credit cards
- Generated and transmitted operational reports
- Recruited, trained and mentored new personnel
- Managed the office and supervise the associates ensuring they are performing their assigned duties
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Implemented the authorized marketing plan
- Ensured everyone received exceptional customer service
- Filed and maintained paper electronic documents as necessary.
MULTI UNIT MANAGER
WAFFLE HOUSE
10.2017 - 08.2020
- Trained and coached store managers on best practices for personnel management, customer relations, inventory control, merchandising techniques, and store operations.
- Conducted regular inspections of units to ensure cleanliness, safety standards were met according to local laws and regulations.
- Monitored daily operations of multiple locations including scheduling shifts for staff members.
- Maintained accurate records regarding employee attendance and absences along with other HR related documents as needed.
- Reviewed monthly financial statements from each unit; tracked spending trends over time to identify potential cost savings opportunities.
- Ensured effective communication between corporate office and stores by organizing regular meetings with store managers.
- Negotiated contracts with vendors for goods or services used by multiple stores.
- Identified opportunities for cross-selling products across multiple locations.
- Oversaw training programs designed to educate staff on proper cash handling procedures.
- Investigated customer complaints related to product quality or service issues at any given store location.
- Developed and implemented strategies to improve financial performance, customer service, and operational efficiencies across multiple locations.
- Prioritized and organized tasks to efficiently accomplish service goals.
Loan Processing Manager
ENOVA FINANCIAL
Gurnee, IL
10.2014 - 10.2017
- Managed daily loan processing operations, ensuring compliance with banking regulations and customer service standards.
- Developed and implemented procedures to streamline loan processing workflow for increased efficiency.
- Reviewed loan applications for accuracy and completeness prior to submission of documents to underwriting team.
- Provided guidance and support to junior staff members regarding loan processing protocols.
- Analyzed financial data including income statements, balance sheets and cash flow statements in order to assess borrower's ability to repay debt.
- Prepared and submitted loan applications to underwriters.
SALES ASSOCIATE
WALMART
07.2014 - 10.2014
- Greeted customers, stocked shelves, took inventory, marked price tags, and set displays
- Provided excellent customer service by assisting customers with their electronic desires
- Seized opportunities for potential sales and helping customers find products that meet their needs
- Filed and Maintained paper electronic documents as necessary
- Answered telephones, assisted with over the phone questions and orders
- Processed payments via cash, debit card or credit card
- Explained product features, performed demonstrations, mentioned sales and promoted the value of the product.
FOOD SERVICE SHIFT MANAGER
SIX FLAGS
05.2013 - 07.2014
- Managed and supervised 5-8 employees throughout assigned shift
- Trained and mentored new team members on routine interactions, policies and procedures
- Ensured team members met the safety and cleanliness standards of OSHA and company
- Created weekly schedules, conducted interviews, trained new employees
- Reviewed financials, drafted product projections, prepared deposits and transported cash to bank
- Developed and implemented plans to continually improve guest satisfaction in the areas of server attentiveness and table cleanliness
- Created and fostered a culture to make an integral part of every guest’s dining experience
- Maintained and ordered inventory weekly.
Education
High School Diploma - General Studies
Mundelein high school
05.2014
Bachelors in Science - Psychology
colorado tech University
Skills
- Financial Planning
- Sales proficiency
- Account Management
- Client Retention
- Marketing
- Staff Development
- Operations Management
- Customer Service
- Insurance sales strategy
- Appointment Scheduling
- Upselling strategies
- Documentation filing
- Bookkeeping
- Tax Return Preparation
- Scheduling
- Inventory
Certification
- Life Producer License
- Health Producer License
- Property Producer License
- Casualty Producer License
- Serv Safe Certified
Timeline
Insurance Producer
Kemper Life
01.2023 - Current
MULTI UNIT MANAGER
WAFFLE HOUSE
10.2017 - 08.2020
Loan Processing Manager
ENOVA FINANCIAL
10.2014 - 10.2017
SALES ASSOCIATE
WALMART
07.2014 - 10.2014
FOOD SERVICE SHIFT MANAGER
SIX FLAGS
05.2013 - 07.2014
Tax Preparer / Office Manager
VANDA TAX SERVICES
01.2012 - Current
High School Diploma - General Studies
Mundelein high school
Bachelors in Science - Psychology
colorado tech University