Summary
Overview
Work History
Education
Skills
Timeline
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Brittney Loudin

San Antonio,TX

Summary

IBM Certified Data Analyst seeking Analyst position within the USAA network.

Overview

7
7
years of professional experience

Work History

Survivor Relations Representative

USAA
08.2023 - Current
  • Identifies and manages existing and emerging risks that stem from business activities and the job role.
  • Proficient knowledge level to appropriately advise survivor on estate documentation and vital actions required for account settlement. Independently review, understand, and interpret estate correspondence to validate documents are in good order, correctly update member profile, and process requests.
  • Prepares appropriate survivor and member correspondence, and processes legal notices as required. Serves as a resource to team members and the Survivor Relations community on escalated issues, processes or procedures of a unique nature.

Insurance Sales Professional

USAA
01.2021 - 08.2023
  • Negotiated competitive rates for clients while ensuring compliance with industry standards.
  • Implemented risk assessment techniques to evaluate prospective clients' eligibility for coverage.
  • Assessed current policies held by customers in order to recommend modifications or upgrades as needed.
  • Analyzed customer needs and provided tailored solutions based on individual requirements.
  • Provided exceptional customer service by responding promptly to inquiries and resolving complaints quickly and efficiently.

Assistant Store Manager

Half Price Books
01.2017 - 01.2021
  • Managed day-to-day operations including scheduling shifts, and assigning tasks.
  • Demonstrated ability to manage and motivate staff to achieve sales targets.
  • Developed strategies for increasing customer loyalty and retention.
  • Tracked daily operational activities such as store expenses, and payroll records.

Education

Bachelor of Science - Finance

Southern New Hampshire University
Hooksett, NH
2024

Certificate - Data Analyst

IBM
2023

Skills

  • SQL
  • Python
  • Detail Oriented
  • Microsoft Office
  • Communication

Timeline

Survivor Relations Representative

USAA
08.2023 - Current

Insurance Sales Professional

USAA
01.2021 - 08.2023

Assistant Store Manager

Half Price Books
01.2017 - 01.2021

Bachelor of Science - Finance

Southern New Hampshire University

Certificate - Data Analyst

IBM
Brittney Loudin