Personable and dedicated Customer Service Representative with extensive experience the Insurance industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Coordinated Personal Assistant polished in supporting busy company owners and leadership. Expertly assists with both business and personal requirements to promote productivity. Highly organized with talent for multitasking using superior time management and decision-making abilities.
Overview
3
3
years of professional experience
Work History
Customer Service Analyst
Synergy Financial Group Of Arizona
Upper Marlboro, MD
12.2020 - 06.2023
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Conferred with customers by telephone or in person to provide information about products or services and take orders.
Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Updated databases with new and modified customer data.
Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Reached out to customers after completed sales to suggest additional service or product purchases.
Supported sales team members to drive growth and development.
Collected deposits or payments and arranged for billing.
Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Referred unresolved customer grievances to designated departments for further investigation.
Collaborated with sales team members to stay current on inventory levels and resolve item issues.
Updated computer system with order specifics and customer details, preferences and billing information.
Surpassed sales goals through implementation of successful marketing strategies.
Personal Assistant
Synergy Financial Group Of Arizona
Upper Marlboro, MD
12.2020 - Current
Ran errands to help with daily tasks, enabling employer to focus on more pressing duties.
Organized personal and professional calendars with reminders for upcoming meetings and events.
Checked personal and professional activities to remind employer of priority tasks and deadlines.
Performed various clerical tasks and organized office areas to promote productivity.
Maintained clerical correspondence via email and phone.
Organized work projects around client's house.
Booked flights, hotel accommodations and ground transportation for smooth business travel.
Made travel arrangements for employee trips and conferences.
Provided assistance communicating, typing correspondence or obtaining information.
Scanned physical documents and uploaded to encrypted databases for digital maintenance.
Completed basic administrative work and managed household accounts.
Submitted reports to and reviewed reports with supervisor.
Delivered warm companionship with conversation, emotional reassurance and coordination of mentally stimulating activities.
Handled household chores to assist patients and families with cooking, cleaning and laundry.
Transported clients to physician offices or on outings.
Supported families during periods of disruption providing client help in adjusting to new lifestyles.
Administered medication and medical treatments, following physician orders.
Interviewed clients to collect information on educational, criminal or drug history.
Education
Associate of Applied Science - Cybersecurity
Prince Georges Community College
Upper Marlboro, MD
01.2025
High School Diploma -
Largo High School
Upper Marlboro, MD
05.2022
Skills
Order Fulfillment
Complaint Resolution
Report Preparation
Sales Promotion
Logistics Support
Order Management
Account Management
Insurance Industry Regulations Knowledge
Data Management
High-Energy Attitude
Strong Analytical and Problem Solving Skills
System Implementation
Multi-Line Phone Systems
Document and Records Management
Verbal and Written Communication
Inbound and Outbound Calling
Calm and Professional Under Pressure
Customer Data Confidentiality
Medical Terminology Knowledge
English Fluency
Computer Skills
Relationship Building
Estimating
LiveChat Messaging
Receiving Support
Teamwork and Collaboration
Database Management
Product Organization
Complex Product Knowledge
Timeline
Customer Service Analyst
Synergy Financial Group Of Arizona
12.2020 - 06.2023
Personal Assistant
Synergy Financial Group Of Arizona
12.2020 - Current
Associate of Applied Science - Cybersecurity
Prince Georges Community College
High School Diploma -
Largo High School
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