Roxanna Holguin
Visalia,CA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
9
9
years of professional experience
Work History
Financial Coach
Dream Builder Financial
08.2020 - Current
- Guided participants in development of realistic goals and enhanced accountability on financial matters.
- Developed and delivered engaging group presentations and one-on-one coaching sessions.
- Coordinated referrals to appropriate staff and assisted members with navigating tools or accessing desired products.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Partnered with local organizations to provide specialized financial planning support.
Customer Service Trainer
Cigna
04.2014 - 07.2020
- Onboarded new employees with training and new hire documentation.
- Trained and mentored 5-6 classes per year which consisted of 16-29 new hires per class.
- Coordinated workshops for employees to better understand company mission.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
Customer Service Representative
Cigna
05.2013 - 03.2014
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded proactively and positively to rapid change.
Education
High School Diploma -
Granite Hills High School
Porterville, CA06.2008
Skills
- Issue and Conflict Resolution
- Customer Support
- Call Documentation
- Calm and Professional Under Pressure
- Courteous with Strong Service Mindset
- Presenting Solutions
- Accountability
- Attention to detail
- Adaptability
- Problem-solving
- Goal setting
Languages
Spanish
Native or Bilingual
Timeline
Financial Coach
Dream Builder Financial
08.2020 - Current
Customer Service Trainer
Cigna
04.2014 - 07.2020
Customer Service Representative
Cigna
05.2013 - 03.2014
High School Diploma -
Granite Hills High School
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