Results-driven professional with experiencein CRM and Data Management systems, complemented by hands-on experience in a Salesforce environment. Demonstrated expertise in Salesforce customization, data management, data security, and building reports. Excited to contribute to projects and be part of a team.
Overview
13
13
years of professional experience
Work History
Senior Client Service Associate II
CLCS • Arthur J. Gallagher
01.2015 - Current
Utilized CRM Systems and their externally integrated systems to manage client information, policies, and transactions, showcasing keen understanding of data organization and data flow.
Developed custom reports to extract meaningful insights into client data, policy performance, financial metrics, as well as customize marketing applications, proposals, coverage summaries and client-interactive excel documents.
Leveraged standard document management tools, such as DMS, to register documents and maintain databases, showcasing expertise in data management, cleaning, and forensics, including data recovery and investigation.
Led renewal process for 900+ flood policies, meeting with stakeholders, explaining policy changes to executives of our commercial clients, ensuring personalized solutions for their business needs.
Premises Technician
AT&T
04.2013 - 12.2014
Applied critical thinking skills to efficiently resolve network issues for multiple peripheral devices, showcasing problem-solving mindset.
Collaborated closely with network administrators and server engineers to deliver quality service, demonstrating effective teamwork.
Installed and repaired AT&T U-verse and internet services, showcasing hands-on experience with network equipment.
Communicated effectively with customers, explaining how to use Internet and cable services in terms they understood, demonstrating excellent communication skills.
Telesales Representative
NCO Group
10.2010 - 04.2013
Established and documented new accounts for Best-Buy Mobile and Geek Squad departments, emphasizing attention to detail and data management skills.
Managed high-volume Help-Desk operations for Geek Squad, handling 80+ calls per day with intermediate use of client management software, showcasing strong computer proficiency.
Demonstrated excellent sales skills, exceeding quotas while meeting client needs, showcasing proactive and goal-oriented abilities.
.Built strong relationships with customers through effective persuasion and active listening skills, showcasing exceptional people skills.