Lindsey Wilson
KALAMA,WA
Summary
Dynamic customer service professional dedicated to maintaining high standards and achieving outstanding results. Proven success in leading teams to deliver exceptional service while effectively addressing customer concerns. Recognized for adaptability in fast-paced environments and a strong commitment to fostering collaborative success. Expertise in conflict resolution and process improvement, combined with excellent communication skills, consistently drives positive outcomes.
Overview
13
13
years of professional experience
Work History
Client Service Representative
Norco, Inc
08.2024 - Current
- Developed strong patient relationships through effective communication and personalized service.
- Resolved inquiries promptly, ensuring high levels of customer satisfaction and loyalty.
- Collaborated with multiple cross-functional teams to enhance service delivery, patient operational efficiency and safety.
- Promptly responded to inquiries and requests from prospective patients.
- Managed over 75 calls in one day.
- Implemented process improvements that streamlined workflows and reduced response times.
- Conducted regular follow-ups with patients to ensure ongoing support and issue resolution.
- Handled sensitive patient information with discretion, ensuring confidentiality at all times.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Participated in regular meetings with management to discuss performance goals, strategies for improvement, and ongoing challenges faced by the team.
Insurance Agent
Primerica, Inc
02.2024 - 11.2025
- I have utilized my social media to attract my clients and successfully gained the trust of many of those leads. I have followed up with life policy applicants to make sure they are completing those required stipulations in order for the policy to become active.
- Developed comprehensive insurance solutions to meet client needs and financial goals.
- Conducted risk assessments to identify potential coverage gaps for clients.
- Assisted in implementing marketing strategies that increased client engagement and retention.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Personal Banker
Umpqua Bank
10.2019 - 08.2023
- Constructed account management needs for new and existing customers.
- Suggested products for clients that would best suit their needs for their Business's and Personal financial growth. while achieving Top Sales in 2021 and 2022.
- Reduced bank fraud with proactive customer monitoring and in-depth checks on suspicious transactions.
- Conducted comprehensive needs assessments to match clients with optimal banking products, boosting customer satisfaction.
- Conducted financial assessments to identify client needs and recommend appropriate banking products.
- Established relationships with clients to enhance customer loyalty and retention rates.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Lead Server Trainer and Bartender
Michael Jordan’s Steakhouse
06.2017 - 06.2019
- Oversaw the team was in compliant with food safety requirements and cleaning standards.
- Fostered a positive learning environment that encouraged knowledge sharing and professional growth within the team.
- Taught staff how to deliver outstanding service to every customer without sacrificing profit objectives.
- Implemented innovative techniques for server training, leading to increased confidence among new hires and improved overall performance.
- Maintained consistency of training by developing procedures and handbooks for employees.
- Mentored, trained and developed service staff into a highly professional and successful team.
- Implemented and taught team members how to suggestive sell and increase per-ticket revenue by a minimum of 50%
- Developed and implemented training programs for new servers, enhancing service quality and team performance.
- Conducted ongoing assessments to identify areas for improvement in server knowledge and skills.
Manager Lead Server Sommelier
Pasta Gigi’s Italian Restaurant
03.2013 - 01.2016
- Oversaw daily business requirements with well-organized schedules and properly delegated assignments.
- Coordinated and executed strategies to increase business and drive profit growth by 43%.
- Scheduled adequate team to meet labor cost standards.
- Empowered and influenced staff through effective motivation, leveraging individual strengths to optimize customer satisfaction and maximize productivity by 75%.
- Implemented and reviewed reconciliation reports against control totals to drive accuracy.
- Maximized employee performance with hands-on training and close mentoring.
- Investigated customer complaints, identifying and changing processes to remove faults.
- Secured and filed paperwork for updated internal standards and legal requirements.
- Oversaw daily restaurant operations, ensuring high standards of food quality and customer service.
- Implemented staff training programs to enhance team performance and service efficiency.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Education
Associate of Applied Science - Accounting/ Business
Everest College
Vancouver, Washington, United StatesSkills
- Proven sales performance
- Client Onboarding
- Customer relationship management
- Interpersonal relationship development
- Team Management
- Training and Development
- Data-driven decision making
- Professional and Team development support
- Business growth initiatives
- Client relations expertise
- Support resolution skills
- Focus on client satisfaction
- CRM software
LANGUAGES
English - Fluent
Spanish - Beginner
HONORS & AWARDS
Top Performer, Top Performer in Sales for entire Columbia Bank in 2021, Top Performer, Top Performer in Sales for entire Columbia Bank/ Umpqua Bank in 2022
WORK AUTHORIZATION
- I am authorized to work in the following countries:
- United States
Timeline
Client Service Representative
Norco, Inc
08.2024 - Current
Insurance Agent
Primerica, Inc
02.2024 - 11.2025
Personal Banker
Umpqua Bank
10.2019 - 08.2023
Lead Server Trainer and Bartender
Michael Jordan’s Steakhouse
06.2017 - 06.2019
Manager Lead Server Sommelier
Pasta Gigi’s Italian Restaurant
03.2013 - 01.2016
Associate of Applied Science - Accounting/ Business
Everest College