Maxine Green
Gastonia,NC
Summary
Experienced 401k Account Manager with a focus on effective client communication and successful implementation of client products. Demonstrating expertise in resolving escalated issues received through live escalations or assigned tasks. Committed to maintaining high levels of customer satisfaction and contributing to overall company success. Consistently establishing strong rapport with clients, meeting and exceeding deadlines. Known for reliability, drive, and exceptional time management skills. Excels in prioritizing tasks to ensure efficient workflow, retaining key accounts and enhancing profit channels. Collaborative and strategic team leader with background in customer relationship management.
Overview
10
10
years of professional experience
Work History
Senior Client Onboarding Account Manager
Principal
2022.08 - 2025.02
- Responsible for maintaining a book of business of 40 clients or more
- Provided weekly/bi-weekly calls for clients during the implementation process
- Provided a high-level overview of plan documents to clients, advisors, and third-party administrators
- Maintained communication with clients regarding compliance regulations and action items needed to stay with in compliance guideline
- Provided clients, advisors, and third party administers with applicable 401(k) notices specifically designed for their Company’s retirement plan
- Built relationships with customers and community to promote long term business growth.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Manager/ Event Coordinator
M&M Rentals
2022.04 - Current
- Coordinated marketing efforts to promote rental services within the community, generating increased awareness among potential clients.
- Evaluated competitor offerings to develop strategies that would set our company apart from others in the market space.
- Streamlined rental processes by implementing efficient scheduling and organization techniques.
- Coordinated logistics for delivery and pick-up of rental equipment, ensuring smooth operations and customer satisfaction.
- Assisted customers in selecting appropriate equipment for their needs, providing knowledgeable guidance on available options.
- Enhanced customer satisfaction through timely communication and attention to detail in coordinating rentals.
- Accommodated last minute requests to address needs of guests, achieving top guest satisfaction and repeat business.
- Developed and implemented incentive programs to increase sales and customer loyalty.
- Developed and implemented strategies to increase sales and improve customer service.
Service Associate -401(k)/S125
Paychex
2020.11 - 2022.08
- Ensure good customer relations are maintained, and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures
- Performs data input, maintaining strong organization and prioritization
- Delivers quality service to Paychex clients via phone, email, chat, and other avenues
- Self-motivated to handle 50+ customer interactions per day, giving detailed, personalized, friendly & polite service to ensure customer retention
- Maintains confidentiality regarding payroll, benefits, and employee issues by following facility policies
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
- Maintained high customer satisfaction standards to meet or exceed targets.
Store Manager
Family Dollar
2015.09 - 2020.10
- Managed 25 Sales Associates to ensure all services provided in an efficient, safe, and customer-friendly manner
- Implemented work procedures, issuing oral and written instructions through daily and weekly meetings with a can-do attitude
- Evaluated employee performance, make salary recommendations, and administer disciplinary actions consistent with company policies
- Guaranteed performance in financial management, customer satisfaction, and business development objectives
- Performed store oversight of all sales associates including hiring, supervision, staffing and scheduling, training, coaching and evaluations
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Rotated merchandise and displays to feature new products and promotions.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Managed inventory control, cash control, and store opening and closing procedures.
Skills
- Proficient in MS Windows
- Efficient Learner
- Detail-Oriented Approach
- Effective Decision Making
- Prioritization Skills
- Efficiency Optimization
- Effective Leadership
- Strong Verbal Communication
- Proficient in Managing Multiple Tasks
- Analytical Problem-Solving
- Adaptability Under Pressure
- Goal-Oriented Mindset
- Relationship building and management
- Customer satisfaction
- New account creation
- Documentation and reporting
- Customer training
Timeline
Senior Client Onboarding Account Manager
Principal
2022.08 - 2025.02
Manager/ Event Coordinator
M&M Rentals
2022.04 - Current
Service Associate -401(k)/S125
Paychex
2020.11 - 2022.08
Store Manager
Family Dollar
2015.09 - 2020.10