Moses Miyen
Dallas,TX
Summary
Knowledgeable and dedicated customer service professional with extensive experience in 5-6 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
10
10
years of professional experience
1
1
Certification
Work History
Financial Analyst
Micro Alpha Tax and Insurance Services
01.2014 - Current
- Generated new leads and identified potential clients using successful direct marketing strategies
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations
- Drove client retention by increasing savings opportunities and identifying premium discounts
- Coordinated appointments and consultations with clients to identify individual needs and better understand financial situations
- Delivered informative financial presentations to large groups to build a lucrative client base and improve customers' economic well-being
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs
- Analyzed customer needs and provided the best options, upselling products and services
- Received underwriting approvals after accurately completing applications for insurance coverage
- Engaged customers and provided a high service level by carefully explaining documents' details.
Westway Promotions
- Entry level: Initial sales promotion that product knowledge and marketing systems
- Account Management: manage a small business and learn the interviewing and hiring process
- Senior Account Management: introducing and taking on preliminary interviews, running campaign meetings, and tracking sales
- Assistant Management: Full scope of back-end responsibilities and taking on much more of a senior management role in the office
- Payroll, administration, and client relationship management.
Education
Master of Science - Finance (Corporate and Investment)
The University of Dallas
Irving, TX05.2022
Bachelor of Science - Economics and Finance
The University of Texas at Dallas
Richardson, TX12.2014
Master of Science - Economics
Colorado Christian University
Lakewood, CO05.2024
DataCamp FinTech Certificate - Portfolio Risk Management in Python and SQL
03.2022
Skills
- UD MIF's member
- DataCamp FinTech
- Scenario analysis
- Goal seeks
- Data table
- Data analysis
- Solver
- Pivot table
- Analyze expense and revenue
- Research and Data Analysis
- Monitoring expenditures
- General ledger journal entry
- Analyzing performance
- Financial modeling
Websites
Certification
Property and Casualty Insurance License, Texas Department of Insurance Commission, 01/01/20
Timeline
Financial Analyst
Micro Alpha Tax and Insurance Services
01.2014 - Current
Westway Promotions
Master of Science - Finance (Corporate and Investment)
The University of Dallas
Bachelor of Science - Economics and Finance
The University of Texas at Dallas
Master of Science - Economics
Colorado Christian University