MIKAYLA E LANMAN
Iowa City,IA
Summary
Knowledgeable and dedicated customer service professional with over 15 years of working experience. Solid team player with a positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and business' growth.
Overview
14
14
years of professional experience
Work History
Account Supervision Specialist
Cambridge Investment Research, Inc
06.2020 - Current
- Engaged in friendly conversation with customers to better uncover individual needs
- Frequently inspected pre approved alternative investment contracts and initiated time sensitive trades for financial professionals
- Gathered, organized and input information into digital procedures for future use
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Participated in team meetings and training sessions to stay informed about product updates and changes
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Helped developed customer service policies and procedures to meet and exceed industry service standards
- Complied with company policies and procedures by encouraging positive and effective work environment among employees
- Offered internal and external customers first-rate customer service to maximize satisfaction and business success
- Reinforced established quality control standards and followed procedures for optimal customer interactions
- Cultivated positive relationships between financial professionals and licensed principals via both email and phone calls to deliver time sensitive details and quality service
- Conducted regular reviews of operations and identified areas for improvement.
Entrepreneur/Artist
Moss And Bone Creations
02.2016 - Current
- Consulted with clients to discuss commission ideas and style preferences to create mutually agreeable project parameters
- Worked with clients to understand desired outcomes and requirements
- Participated in art exhibitions and shows to showcase works
- Made use of materials, such as ink, watercolors, charcoal, oil, computer software, paints, and pencils to complete unique piece for customers
- Created commissioned artwork for organizations and private clients
Line Cook
Taco Dreams
04.2023 - 08.2023
- Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business
- Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity
- Created identical dishes numerous times daily with consistent care, attention to detail, and quality
- Maintained well-stocked stations with supplies and spices for maximum productivity
- Followed health, safety and sanitation guidelines while preparing and serving food
- Kept kitchen clean and organized by performing daily maintenance tasks.
Performance Reporting Specialist
Cambridge Investment Research, Inc
01.2017 - 06.2020
- Optimized customer experience by delivering superior services and effectively troubleshooting issues
- Lead training seminars for financial professionals on how to utilize specialized reporting software.
- Participated in team meetings and training sessions to stay informed about product updates and changes
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Answered constant flow of customer calls with minimal wait times
- Complied with company policies and procedures by encouraging positive and effective work environment among employees
- Handled customer inquiries and suggestions courteously and professionally
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Cashier
Hyvee Gas
11.2016 - 01.2017
- Received payment by cash, check, credit cards, vouchers, or automatic debits
- Issued receipts, refunds, credits, or change due to customers
- Greeted customers entering establishment
- Maintained clean and orderly checkout area and completed list of cleaning duties, such as mopping floors and emptying trashcans.
Life Insurance Sales Agent
American Income Life
09.2016 - 11.2016
- Prepared forms and completed sales contracts
- Communicated with potential clients and set appointments over phone calls for meetings in prospective client's homes
- Customized insurance programs to suit individual customers, often covering variety of risks
- Call on policyholders to deliver and explain their policy, to analyze insurance programs and suggest additions, changes, and help with proper beneficiary designations
- Develop new client relationships and expand lists of potential clientele through networking with present customers, and generate lists of prospective clients
- Interview prospective clients to obtain data about their financial resources and needs, appraise their physical health and insurability and to discuss any existing coverage.
Waitress
Riverbend Pizza and steakhouse
01.2014 - 10.2016
- Greeted customers and ascertained what each customer wanted or needed
- Answered customer's questions, and provided information on procedures and policies
- Issued receipts, refunds, credits, or change due to customers
- Performed serving, cleaning, stocking duties in the establishment
- Remained calm and poised when dealing with difficult customers or during busy shifts
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
Cashier
Circle B market
11.2013 - 05.2014
- Received payment by cash, check, credit cards, vouchers, or automatic debits
- Issued receipts, refunds, credits, or change due to customers
- Assisted customers by providing information and resolving their complaints
- Established or identified prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners
- Greeted customers entering establishment
- Processed merchandise returns and exchanges
- Maintained clean and orderly checkout area and completed list of cleaning duties, such as mopping floors and emptying trashcans
- Count money in cash drawers at beginning of shifts to ensure that amounts are correct and that there is adequate change.
Bar Waitress
First Street Grille And Steak
05.2011 - 10.2013
- Collected money for drinks served
- Take beverage orders from serving staff or directly from patrons
- Mix ingredients, such as liquor, soda, water, sugar, bitters, to prepare cocktails and other drinks
- Write patron's food orders on order slips, memorize orders, or enter orders into computers for transmittal to kitchen staff
- Checked patron's identification to ensure minimum age requirements for consumption of alcoholic beverages
- Explained daily specials and beverage promotions to exceed daily sales goals
- Cleared plates and utensils, cleaned table and chairs and prepared new place settings
- Greeted customers in bar area of busy, fast-paced restaurant with energy and enthusiasm
- Anticipated guest needs and provides proactive service.
- Built solid rapport with many frequent patrons to cultivate guest loyalty
- Performed opening and closing duties within bar area according to schedule.
Education
Associate of Arts - Fine Arts And Graphic Design
Indian Hills Community College
Ottumwa, IA02.2016
Skills
- Accuracy and Efficiency
- Professional Networking
- Flexibility and Adaptability
- Customer Service oriented
- Emotional Intelligence
- Complex Problem-Solving
- Efficient in Microsoft Office Suite
- Experience with Photoshop Suites
Additional Information
- Emily O'Connor - Relationship: Owner/supervisor - Business: Taco Dreams - Mobile: 808-214-4878
- Kyle Summers - Relationship: Supervisor of Account Supervision - Business: Cambridge Investment Research, Inc. - Mobile: 641-919-0394
- Jamie Wiggins - Relationship: Manager of Account Supervision - Business: Cambridge Investment Research, Inc. - Mobile: 641-295-0461
- Heather Barnett - Relationship: Previous manager of Performance Reporting - Business: Cambridge Investment Research, Inc. - Mobile: 641-919-1088
- Emily Wiggins - Relationship: Previous manager of Account Supervision - Business: Cambridge Investment Research, Inc. Mobile: 319-573-7453
Timeline
Line Cook
Taco Dreams
04.2023 - 08.2023
Account Supervision Specialist
Cambridge Investment Research, Inc
06.2020 - Current
Performance Reporting Specialist
Cambridge Investment Research, Inc
01.2017 - 06.2020
Cashier
Hyvee Gas
11.2016 - 01.2017
Life Insurance Sales Agent
American Income Life
09.2016 - 11.2016
Entrepreneur/Artist
Moss And Bone Creations
02.2016 - Current
Waitress
Riverbend Pizza and steakhouse
01.2014 - 10.2016
Cashier
Circle B market
11.2013 - 05.2014
Bar Waitress
First Street Grille And Steak
05.2011 - 10.2013
Associate of Arts - Fine Arts And Graphic Design
Indian Hills Community College
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