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
Fairfield, Iowa
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
Iowa City, Iowa
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
Fairfield, Iowa
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
Fairfield, Iowa
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
Ottumwa, Iowa
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
Keosauqua, Iowa
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
Keosauqua, Iowa
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
Keosauqua, Iowa
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