Luis Nunez
Chicago,IL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
1
1
Certification
Work History
divvy - driver/ battery swapper
chg
06.2021 - Current
- Drive company vehicle to Divvy stations around Chicago
- Change Batteries on E-bikes
- Load and unload battery cases.
Account Manager
The Northern Trust
12.2021 - 05.2024
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Educated clients on new products or services to increase customer engagement with brand.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
HEALTHPLAN ONE - 215 LICENSED MEDICARE INS SALES AGENT
ORL
06.2020 - 10.2020
- Certified to sell Medicare Plans for Cigna, Humana, Aetna, Careplus
- Servicing eight states CA, WA, DC, OR, HI, CO, MD, GA, VA
- Provided individuals with better understanding of Medicare Benefits
- Processed new enrollments and retained existing customers.
TTEC - 215 LICENSED hEALTH INSURANCE SALES AGENT
ORL
10.2019 - 01.2020
- Worked on the Kaiser Permanente account
- Servicing eight states CA, WA, DC, OR, HI, CO, MD, GA
- Answer calls from prospects looking for Health Insurance Plans
- Provided customers with information on plans and benefits
- Processed new enrollments and retained existing customers.
Relationship associate
franklin templeton investments
09.2005 - 05.2019
- Established long-term relationships with clients by ensuring customer satisfaction
- Sold clients on Investment Management products offered and statement enhancements
- Large daily volume direct phone contact with clients
- Received, investigated and resolved client’s inquiries in a timely manner
- Process new account openings and closings
- Initiate Asset transfers to other custodians
- Account reconciliations to include security cost basis and acquisition dates
- Received, investigated and resolved client’s inquiries in a timely manner
- Project Management
sr. fiduciary associate
the northern trust company
07.1998 - 06.2005
- Assist Trust administrators in client servicing
- Process charitable & individual Trust distributions
- Facilitated security movements via DTC systems.
Education
Computer Learning Center
04.1990
Washburne Trade School
06.1986
Lake View High School
06.1984
Skills
- Microsoft Excel
- Microsoft Word
- Power Point
- Bilingual English/Spanish
- FX Trading
- Mutual Funds
- Foreign Trades
Certification
2-15 Florida Life, Health and Variable Annuity’s, 9/12/2019
Timeline
Account Manager
The Northern Trust
12.2021 - 05.2024
divvy - driver/ battery swapper
chg
06.2021 - Current
HEALTHPLAN ONE - 215 LICENSED MEDICARE INS SALES AGENT
ORL
06.2020 - 10.2020
TTEC - 215 LICENSED hEALTH INSURANCE SALES AGENT
ORL
10.2019 - 01.2020
Relationship associate
franklin templeton investments
09.2005 - 05.2019
sr. fiduciary associate
the northern trust company
07.1998 - 06.2005
Computer Learning Center
Washburne Trade School
Lake View High School
Similar Profiles
JONATHAN SOLTIJONATHAN SOLTI
Recruiter at CHGRecruiter at CHG
Alexandria DierksAlexandria Dierks
Physician Recruiter at CHGPhysician Recruiter at CHG
William ClaytonWilliam Clayton
Benefits and Leaves Manager I at CHG HealthcareBenefits and Leaves Manager I at CHG Healthcare
Ethan AugeEthan Auge
Territory Sales Representative at Treace Medical ConceptsTerritory Sales Representative at Treace Medical Concepts
Dontrell GloverDontrell Glover
Warehouse Worker at AmazonWarehouse Worker at Amazon