Lindha Steffen
Pleasant Hill,IA
Summary
Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.
Overview
19
19
years of professional experience
Work History
Client Services Manager
Wells Fargo Company
10.2004 - 01.2022
- Annuity Client Service Manager with experience in training and quality management. Recognized for consistently achieving high levels of productivity as a leader and individual contributor.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction and employee productivity.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Established performance and service goals and held associates accountable for individual performance.
Client Service Manager
Sammons Financial Group
09.2002 - 09.2004
- Managed department call volume of 780 calls per day and coordinated department schedules to maximize coverage during peak hours.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
- Created customer support strategy to increase customer retention.
Education
High School Diploma -
Prescott High School
Prescott, WISkills
- Client Interactions
- Operational Records Review
- Operating Procedures and Policies
- Service Initiatives Support
- Customer Trend Analysis
- Client Requirements
- Information Updates
- Contract Closeouts
- Customer Notifications for tax reporting
Timeline
Client Services Manager
Wells Fargo Company
10.2004 - 01.2022
Client Service Manager
Sammons Financial Group
09.2002 - 09.2004
High School Diploma -
Prescott High School
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