Streamline communication processes between clients and internal teams
Prepare monthly bank reconciliations to ensure accurate representation of client's financial position
Maintain detailed records of client interactions, tracking progress, and ensure all documentation is up to date
Improve document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed
Manage a diverse caseload efficiently by prioritizing tasks based on urgency and client needs, ensuring prompt attention to all matters
Manage client accounts to ensure satisfaction and retention
Develop tailored solutions to meet client needs and goals
Actively participate in weekly status meetings, sharing insights on account performance and recommending adjustments as needed
Maintain detailed records of client interactions, tracking progress and ensuring all documentation was up to date
Team Member
Whole Foods
West Des Moines, IA
07.2024 - 05.2025
Provided excellent customer service, addressed needs of customers in a timely and effective manner
Learned all required tasks quickly to maximize performance
Collaborated with team members to complete tasks efficiently and deliver high-quality products consistently
Stocked food items upon manger request and adhered to food safety standards at all times
Developed strong product knowledge to provide accurate information and make personalized recommendations to customers
Demonstrated commitment to continuous improvement by actively seeking and incorporating feedback on performance, leading to enhanced productivity and customer satisfaction
Maintained composure and work quality while under stress
Trained new staff on food preparation and safety procedures
Supported new team members onboarding through mentoring initiatives sharing knowledge and skills vital for success within the role
Data Entry Specialist
Robert Half/Wellabe
Des Moines, IA
07.2021 - 07.2024
Enter incoming pre-need life and funeral insurance applications into an internal system
Split out application documents efficiently on internal systems
Research existing policies and link new policies together
Team based environment to ensure applications are entered in a timely manner
Operate Microsoft office applications and tools effectively
Accurately sort and organize outgoing mail
Check people in training applications to ensure accurate information is being entered.
Customer Care Representative
Mom's Meals
Des Moines, IA
09.2020 - 06.2021
Handled inbound and outbound calls in a timely manner placing client's meal orders
Assisted clients with inquiries, complaints, and questions regarding their meal deliveries
Documented all conversations with client into client information database
Operated Microsoft office applications and tools effectively
Communicated and partnered with multiple servicing departments
Partnered in a team environment to achieve team goals and provide excellent customer service
Communicated with case managers updating them on client's accounts
Ensured all assigned clients are contacted and have an order on file.
Home Preservation Specialist 1
Aerotek/Wells Fargo
West Des Moines, IA
03.2020 - 08.2020
Answered inbound calls in a timely manner and worked in a fast-paced environment
Communicated and partnered with multiple servicing departments
Noted efficiently while listening to customer's request, and researched customers inquires
Assisted customer with inquires, complaints, and questions regarding their loss mitigation review
Operated Microsoft office applications and tools effectively
Required to do data entry work between phone calls, which included updating and processing internal tasks, updating account information, and imaging documents
Navigated multiple screens while on calls to research and thoroughly notate the customer's accounts
Partnered in a team environment to achieve team goals and provide excellent customer service.
Team Member
Casey's General Store
Mitchellville, IA
09.2018 - 03.2020
Communicated with customers over the phone by answering the questions and completing their order requests
Provided excellent face-to-face customer service as well by promptly attending to their request
Tracked and restocked inventory efficiently while also ensuring that customers were attended to
Entrusted to handle all cash in and cash out of the register
Tended to all closing duties such as store maintenance, balancing registers, and locking up the store.
Kept work areas clean, organized, and safe to promote efficiency and team safety.
Crew Member
McDonald's
Altoona, IA
08.2017 - 01.2018
Provided excellent face-to-face customer service
Entrusted to handle all cash in and cash out of the register
Navigated point of sale system while speaking with customers to ensure their orders were taken correctly
Partnered with team members in a fast-paced environment to tend to needs to all of our customers.