Summary
Overview
Work History
Education
Skills
References
Areas Of Expertise
Accomplishments
Languages
References
Timeline
Generic
Roseberthe Duchatellier

Roseberthe Duchatellier

Fort Lauderdale,Florida

Summary

Versatile and results-driven professional with a proven track record at New York Life Insurance Company, excelling in strategic financial planning and customer relationship management. Skilled in QuickBooks and adept at fostering client relationships, I have significantly grown client bases through effective communication and adaptability. Expert in leveraging financial services knowledge to meet diverse client needs.

Overview

14
14
years of professional experience

Work History

Financial Professional

New York Life Insurance Company
Sunrise, FL
07.2019 - 08.2023
  • Meeting with clients to assess their financial needs, goals, and risk tolerance to recommend appropriate insurance or financial products.
  • Staying informed about various insurance policies, investment products, and financial services to provide accurate information and advice.
  • Assisting clients in selecting and purchasing insurance policies, such as life, health, auto, or property insurance.
  • Helping clients manage their investment portfolios, including stocks, bonds, and mutual funds, to align with their financial goals.
  • Guiding clients through the claims process when they need to file a claim, providing support and ensuring a smooth experience.
  • Building relationships with potential clients through networking, marketing efforts, and referrals to grow their client base.
  • Ensuring adherence to industry regulations and standards, including maintaining licensure, and completing required continuing education.
  • Offering comprehensive financial planning services, which may include retirement planning, estate planning, and tax strategies.
  • Educating clients about different financial products, market trends, and risk management strategies to help them make informed decisions.
  • Maintaining ongoing communication with clients to review their financial situations, update policies, and provide continued support.

Debt Collection Specialist

United Collection Bureau
12.2016 - 04.2019
  • The job duties of a debt collector typically include the following:
  • Initiating communication with individuals or businesses to remind them of overdue payments through phone calls, emails, or letters
  • Working with debtors to establish manageable payment plans or settlements to help them pay off their debts
  • Keeping accurate and detailed records of all communications with debtors, including payment arrangements and any agreements made
  • Researching and verifying debtor information, including addresses and financial status, to facilitate collections
  • Reporting delinquent accounts to credit bureaus as necessary, following legal guidelines and company policies

Administrative Assistant

Rush Lending
Miami
04.2016 - 12.2016
  • I prepare files for home buying applicants
  • Order appraisals, verify employment, and order credit supplement
  • Check and reply to company emails immediately
  • Assist any employees with any issues with customers when needed
  • Filing, documenting, and mailing items
  • Schedule meetings for clients to meet with the loan officer
  • Placing orders for office supplies and inventory supply

Customer Care Representative

Conway Van Lines Moving and Storage Company
01.2016 - 04.2016
  • Familiar with Granot system
  • Answered all the customers questions and request
  • Input customer information in database
  • Confirmed pick up and delivery time frames with customers
  • Prepared all documents prior to pick up
  • Communicating with dispatch regarding customers pick up and deliveries
  • File all the customer document accordingly
  • Record and documented all transactions on customers account
  • Defuse situations with irate customers and provided a mutual solution

Assistant Manager

Family Dollar Stores
North Miami
07.2012 - 01.2016
  • Assist customers during shopping experience, perform all aspects of retail support including answering telephones, operating the cash register, scheduling, handling customer complaints and displaying signs
  • Act as a liaison between the customers and the store
  • Inform employees about sales and promotions
  • Ensure all cashiers have adequate change during shift
  • Display Promotions of merchandises
  • Assist customer with return and exchanges
  • Educate customers on products

Translator

Doctors Without Borders
Haiti
01.2010 - 06.2012
  • Translator For Doctors Without Borders (Médecins Sans Frontières, MSF)
  • Accurately translating spoken and written communication between medical staff and patients
  • Facilitating understanding between healthcare providers and patients from diverse cultural backgrounds
  • Translating medical documents, reports, and patient records
  • Working in various field locations, often in challenging environments, to provide on-the-ground translation support during medical consultations and outreach activities
  • Assisting in training medical personnel on cultural sensitivities and language nuances to improve patient care
  • Collaborating closely with doctors, nurses, and other medical staff to ensure effective communication and understanding of patient needs and conditions
  • Maintaining patient confidentiality and adhering to ethical standards in all translation work
  • Being prepared to translate in emergency situations where quick and clear communication is crucial for patient care

Education

High School Diploma -

American School Haiti
Haiti
06-2010

Certification -

Beauty School
Haiti
01-2010

Some College (No Degree) - Finance

Miami Dade College
Miami

Skills

  • QuickBooks
  • Insurance products
  • Financial services
  • Prospecting
  • Life insurance
  • Cold calling
  • Strategic financial planning
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Elastix
  • Adobe Certification
  • Customer Service
  • Multilingual
  • Organizational Skills
  • Adaptability
  • Cash Handling
  • Customer Relationship Management
  • Professional Communication
  • Team Leadership

References

Available Upon Request

Areas Of Expertise

QuickBooks, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Elastix, Adobe Certification, Multilingual / English, French, and Creole, Well presented, polite, tactful and friendly., Having a natural flair for speaking to people, Able to multitask and remain highly organized, Able to adapt tone, language and style for different customers and situations., Handling and recording cash payments from customers., Meeting customer expectations in areas such as timelines and quality consistency., Building customer relationships and loyalty., Projecting a professional image face-to-face, on the phone and via e-mail., Experienced in leading teams

Accomplishments

  • I attained executive council status for three consecutive years while serving as an insurance agent and financial professional with New York Life Insurance Company.
  • I assumed the position of collections manager at JP Morgan Chase Collections in 2016.
  • I became a store manager for Family Dollar Stores in 2012.

Languages

English
Professional
Haitial Creole
Professional
French
Professional

References

References available upon request.

Timeline

Financial Professional

New York Life Insurance Company
07.2019 - 08.2023

Debt Collection Specialist

United Collection Bureau
12.2016 - 04.2019

Administrative Assistant

Rush Lending
04.2016 - 12.2016

Customer Care Representative

Conway Van Lines Moving and Storage Company
01.2016 - 04.2016

Assistant Manager

Family Dollar Stores
07.2012 - 01.2016

Translator

Doctors Without Borders
01.2010 - 06.2012

High School Diploma -

American School Haiti

Certification -

Beauty School

Some College (No Degree) - Finance

Miami Dade College

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Roseberthe Duchatellier