Ryan Blauch
Naples,FL
Summary
Customer Manager offering [Number]-year track record of cultivating customer loyalty and retention. Accustomed to working in fast-paced environments with decisive problem-solving skills and competency in defusing high-pressure situations. Superb analytical skills leveraged to proactively improve customer service processes and garner stellar customer feedback.
Experienced Office Management and Administration Professional with [Number] years of experience optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
24
24
years of professional experience
Work History
Customer Relations Manager
Robert W. Baird & Co. Incorporated
Naples, FL
06.2017 - Current
- Experienced with [Software] customer relationship management (CRM) system.
- Scheduled and attended meetings with clients and prospective clients as requested.
- Certified in [Area of certification] for conflict resolution.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Managed customer relations on ongoing basis to maximize customer retention.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Created customer support strategy for team of [Number] to increase [Type] customer retention by [Number]%.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Licensed Life Insurance Advisor
Blauch & Associates
Naples, FL
01.2005 - 01.2017
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Built relationships with clients through active listening and [Skill] talents to provide excellent service.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Created sources for continuous client referrals within community and with businesses using [Skill] and [Skill].
- Worked with [Type] customers to understand needs and provide [Type] service.
- Resolved [Type] problems, improved operations and provided exceptional client support.
Operations Manager
CUSO Financial Services L.P
San Diego, CA
01.2002 - 08.2004
- Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and [Number]-member management team with related direct reports.
- Implemented policies and standard operating procedures for continuous improvement.
- Evaluated upcoming program plans to forecast expected resource needs.
- Generated comprehensive reports regarding incidents, events and important business matters.
- Provided excellent customer care to maintain and improve customer relations, strengthen loyalty and increase product and service sales.
Education
Bachelor of Arts - Communications
Elon University
Elon, NC05.2000
Skills
- Customer Relations
- Schedule Management
- Policy and procedure modification
- Presentation design
- Research and due diligence
Additional Information
Chartered Life Underwriter
Timeline
Customer Relations Manager
Robert W. Baird & Co. Incorporated
06.2017 - Current
Licensed Life Insurance Advisor
Blauch & Associates
01.2005 - 01.2017
Operations Manager
CUSO Financial Services L.P
01.2002 - 08.2004
Bachelor of Arts - Communications
Elon University