Equitable | Salt Lake City, UT | 12.2019 - Current
Greeted customers and listened closely to problems described to determine solutions.
Promptly responded to answering 45-60 inbound calls daily troubleshooting resolution from simple - to complex requests; while leveraging expertise to find appropriate solutions to market sensitive complex inquiries from Clients and Financial Planner
Conferred with customers about concerns with products or services to resolve problems, send out forms for disbursements, rollovers/transfers, change of Beneficiary's, updates, or any retirement planning questions.
Interaction and sales processes with all varieties of owner's accounts to progress and change deeds to match individual needs and desires, managed over 300 customers per day
Performed duties closely with servers to efficiently clean, sanitize, set up new tables, monitor and establish customer satisfaction and relationships to assure customer retention
Account Management/Quality Assurance Manager
9 Months
BlueGreen Vacations | Sandy, UT | 04.2019 - 01.2020
Interaction and sales processes with all varieties of owner's accounts to progress and change deeds to match individual needs and desires, managed over 50 customer calls per day selling time shares for clients to enjoy worldwide accommodations that BlueGreen offers Worldwide.
Evaluated interactions between sales team and customers to access Quality Assurance Program, including customers deeds, time-share sales, financial requirements, affordability, evaluations, credit checks, internal audits, packing up all paperwork for signatures, notary and implement strategies to complete t process of customer satisfaction improvement.
Global Corporate Travel Manager
5 Years
Merit Medical Systems Inc. | South Jordan, UT | 11.2013 - 11.2018
Managed an on-site US Travel Office and Globally, creating Domestic and Worldwide Global Travel Policy, Company-Wide Compliance, Company Expense Reporting, Duty of Care, Contract Negotiations, Vendor Relations, Rebates with Vendors, Set up Direct Bill Accounts
Committed to manage complex and detailed domestic and international travel trips by on time performance, accuracy and confidence, while still being Travel Manager for the Company.
Facilitated daily office procedures of travel staff, maintaining high level of professional standards, confidence, including appearance, demeanor, ethics and image at all times
Can-Do attitude with improving companies costs, onsite travel team steam-lining processes. Voiding tickets, issuing refunds, using name changes, utilizing unused tickets, proactive in selling preferred vendors, status matches to facilitate the needed guidelines and benefits to save money.
Responsible to manage a travel program that delivered an excess of $2 million in savings by deep sourcing contract travel related suppliers, services and procedures in vendor management and procurement strategies.
Senior Corporate Travel Agent
10 Years 1 Month
Hess Corporate Travel | Bountiful, UT | 09.2003 - 10.2013
Distinguished International Agent, exceptional training by a great mentor locating best connections, alternatives, airfares, and upgrade availability
Ranked #1 as the HOT SALES Top Producer for 2013, 2012, 2011, 2010, was awarded the TOP Sales Incentive Trip.
Consistently fostered business growth by delivering first-rate travel advising and itineraries to develop valuable client relationships.
Took proactive approach to identifying and resolving issues that could have negative impact on business operations and revenue generation.
Senior Customer Service Associate at Teleperformance Global Business Private LimitedSenior Customer Service Associate at Teleperformance Global Business Private Limited