MIA RICHARD
Orange,TX
Summary
Knowledgeable and dedicated customer service professional with extensive experience in finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Insurance Member Service Representative
Foundever
10.2023 - Current
- Collaborated with clients to assess their insurance needs and provided tailored coverage solutions, contributing to a 15% increase in policy sales
- Applied in-depth knowledge of insurance products and industry regulations to address customer inquiries and resolve policy-related issues, leading to a 25% improvement in customer satisfaction
- Provided personalized guidance and support to customers via email and phone calls, ensuring an exceptional customer experience and fostering brand loyalty
- Worked closely with team members to ensure accurate policy documentation, streamline application processes, and maintain compliance with state insurance regulations, achieving a 98% accuracy rate in daily operations.
ASSOCIATE BANKER
JP Morgan Chase
02.2017 - 07.2021
- Communicate with bank customers to offer account services and respond to questions and requests, including receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording deposits
- Assists clients with special requests related to closing accounts, exchanging foreign currencies, completing safe deposit box processes, issuing cashier’s/traveler’s checks, and providing statements, copies, and referrals
- Cross-sell bank products through active listening and product knowledge to support client needs and provide well-rounded service
- Exceeded sales goals by 8% per quarter through thoughtful client communication and intuitive product promotions
- Contributed to a 15% rise in customer retention in a 6-month period by providing comfortable communication and outstanding service to build relationships and loyalty.
LEAD SALES ASSOCIATE
Stage Stores
11.2016 - 03.2018
- Enhanced customer engagement by promptly responding to inquiries, assisting with merchandise selection, and directing customers to requested departments, resulting in a 20% increase in overall sales
- Processed over 200 financial transactions daily through operating registers and accepting cash/credit payments, ensuring accurate and efficient customer service
- Trained and mentored a team of 5 sales associates on effective sales techniques and product knowledge, leading to a 30% improvement in their individual sales performance.
Education
Bachelor Of Business Administration - Finance
Lamar University
Beaumont, TXSkills
- Customer Service
- Financial Transactions
- Customer Support
- Credit Union Knowledge
- Account Management
- Issue Resolution
- Client Education
- Calm and Professional Under Pressure
- Database Maintenance
- Microsoft Office
- Customer Relationship Management (CRM)
- Remote Office Availability
- Call Center Operations
- MS Office
- Order and Refund Processing
- Salesforce CRM
- POS Systems and Ordering Platforms
- Quality Assurance Controls
- Call Metrics
- Sales closing
- Strategic sales knowledge
- Order Fulfillment
- Quality Control
- Cross-Functional Collaboration
Websites
Certification
Licensed General Lines Insurance – Property and Casualty, All 50 States
Timeline
Licensed Insurance Member Service Representative
Foundever
10.2023 - Current
ASSOCIATE BANKER
JP Morgan Chase
02.2017 - 07.2021
LEAD SALES ASSOCIATE
Stage Stores
11.2016 - 03.2018
Bachelor Of Business Administration - Finance
Lamar University