Talented leader offering top notch abilities in interpersonal communication and administrative oversight. Successful at training and mentoring employees to promote culture of collaboration and continuous improvement.
Overview
20
20
years of professional experience
Work History
HEALTH
COACH, Living Healthy
09.2018 - Current
My clients are valued to have come to me in order to reach their health goals, and that I truly care
that your goals are met
Coaching clients through primary & secondary foods
Help clients change their eating habits and lifestyle choices to improve personal health and well-being
Finding out how healthy they actually are and learning how to coach themselves.
INSURANCE AGENT
Alliance
07.2017 - 09.2018
Assisted insured in making financial decisions based on need
Collected monthly premiums in excess of $20,000 per month
Assisted customers with final expense arrangements
Achieved customer growth year after year
CUSTOMER SERVICE, DRIVER
Waitr
03.2016 - 06.2017
Ensured customer satisfaction by providing efficient and quality service
Efficiently handled customer complaints in a thorough and timely manner
Load, transport, and deliver orders in an effective and orderly way
Trained and prepared new hires
ADMINISTRATIVE ASSISTANT
PWI
03.2015 - 03.2016
Organized and presented staff chargeability, financial data, and quarterly billings reports for internal
and client meetings, including Internal Audit Board meeting presentations
Managed team of 50 professionals
Worked with vendors to create project scopes and implement roadmaps
Modified layouts and promotional techniques to drive sales
CUSTOMER SUCCESS MANAGER
Gateway
08.2010 - 03.2015
Exceeded annual goals with client renewal rate above 85% for over 500 accounts
Developed Salesforce tools, reports and accounting processes to track sales operation activities
Ensured positive customer experience by proactively managing and growing customer relationships
Maintained and enhanced customer satisfaction by providing ongoing, proactive support throughout
the customer life cycle
CLIENT SUPPORT SPECIALIST
UNION BANK
11.2009 - 07.2010
Maintaining an overall client satisfaction rating of 98%
Retain clients and maintain strong references and to increase new revenue opportunities
Utilize excellent relationship management skills to ensure optimal client satisfaction
Maintained and exceeded company's established quality, compliance, and client support standards
CUSTOMER SUCCESS MANAGER
M&T BANK
06.2006 - 11.2009
Ensured positive customer experience by proactively managing and growing customer relationships
Worked directly with cross-functional internal and external teams creating and delivering online and
automated marketing and sales initiatives using web-based software
Coached employees along with a mentorship program
Built productive relationships with stakeholders to continually develop new business and maintain top
accounts
RETAIL SALES ASSOCIATE
CITIZENS BANK
05.2004 - 06.2006
Achieved daily sales goal by cross selling and promoting additional products and services
Built and maintained strong client relationships to ensure leads, future business and maximum
productivity
Cultivated relationships with key stakeholders and decision-makers
Developed culture of success that rewarded performance, productivity, and sales results
Education
CERTIFICATE IN HEALTH COACH -
INSTITUTE FOR INTEGRATIVE NUTRITION
New York, NY
HIGH SCHOOL DIPLOMA -
SCUOLA DI PALERMO
New York, NY
Skills
Insurance; General Lines- Life, Accident, Health, HMO