Melissa Drinkard
Mechanicsville,VA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
23
23
years of professional experience
Work History
Senior Client Service Representative
Financial Consultants Of America
Richmond, Virginia
09.2008 - 12.2023
- Responded to customer issues to provide immediate resolution and improve retention.
- Composed correspondence, reports and meeting notes.
- Prepared and prioritized calendars and correspondence.
- Organized both physical and digital files and updated reports to coordinate project materials.
- Responded effectively to sensitive inquiries or complaints.
- Provided secretarial and office management support while building cooperative working relationships.
- Implemented changes in customer accounts based on advisor's instructions.
- Organized client information into filing systems for easy access by advisors.
- Responded quickly to inquiries from existing or potential customers regarding services offered by the firm.
- Maintained up-to-date records of client portfolios and transactions in database system.
- Assisted with the onboarding of new clients by gathering required documentation.
- Prepared client reports, presentations, and other documents as requested by advisors.
Financial Services Representative
Carey & Associates
Midlothian, VA
08.2006 - 08.2008
- Developed and implemented strategies for financial planning, investments, and retirement.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Processed transactions quickly and accurately in accordance with established procedures.
- Created customized plans tailored to each individual client's needs.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
Life Insurance Underwriter
Guardian Life Insurance
Richmond, Virgnia
02.2001 - 04.2005
- Reviewed and evaluated applications for life insurance policies to determine risk factors.
- Analyzed medical records, financial data, and other pertinent information to assess applicants' insurability.
- Evaluated mortality rates, morbidity trends, and other statistics to set premium rates.
- Determined the amount of coverage based on applicant's age, health status, and lifestyle choices.
- Communicated decisions related to pending applications in a timely manner.
Education
High School Diploma -
Lee Davis High School
Mechanicsville, VA06-1990
Skills
- Customer Interaction
- Documentation And Reporting
- Troubleshooting And Problem Resolution
- Scheduling And Calendar Management
- Cross-Functional Collaboration
- Procedure Implementation
Timeline
Senior Client Service Representative
Financial Consultants Of America
09.2008 - 12.2023
Financial Services Representative
Carey & Associates
08.2006 - 08.2008
Life Insurance Underwriter
Guardian Life Insurance
02.2001 - 04.2005
High School Diploma -
Lee Davis High School
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