Sasha N. Babnick
Kingstone Financial
Yorba Linda,CA
13
years of professional experience
Experienced individual strongly committed to providing the highest level of customer service. Trustworthy, ethical and discreet, skilled working in fast-paced environments and capable of building long-term client relationships. Seeking a position where I can apply my professionalism and key skills as follows
Work History
Advisor Relations/Marketing
2 Years 2 Months- Reviewed daily advisor pipeline reviews to identify follow-up priorities and support monthly revenue growth.
- Coordinated advisor Lunch and Learns and seminars, handling venue booking, speaker confirmation, materials, menus, and reminders.
- Prepared PowerPoint presentations, verified compliance requirements, and kept event plans on budget and on schedule.
- Managed administrative work including procedures, service cancellations, advisor registrations, WebEx setup, insurance applications, and commission checks.
Customer Service/ Floor Manager
1 Year 2 Months- Supported daily floor operations and kept customer service running smoothly during busy periods.
- Handled customer questions, complaints, and order issues with a professional and calm approach.
- Maintained organized records for invoices, customer requests, and daily floor activity.
- Coordinated staff coverage and store priorities to support efficient day-to-day operations.
- Tracked incoming orders and shipping details to support accurate customer updates.
- Entered customer information accurately and kept files current for quick retrieval.
- Adjusted priorities throughout the day to support customer flow and floor coverage.
- Provided clear direction to team members during peak periods and routine shift changes.
Customer Service Case Manager
4 Years 5 Months- Managed office operations, including reports, procedures, and training materials, to support consistent team execution.
- Built working relationships with physicians, nurses, and facility staff to obtain required records and resolve follow-up issues.
- Trained new employees on company procedures, record retrieval standards, and cost-conscious handling practices.
Member Services Representative
4 Months- Explained insurance benefits clearly to members, translating plan details into straightforward guidance.
- Resolved billing issues by reviewing account concerns, clarifying discrepancies, and directing follow-up steps.
- Managed inbound and outbound member communication with a calm, professional approach in a healthcare setting.
Customer Service
2 Years 2 Months- Resolved customer questions and provided product information to support prompt, accurate service.
- Built repeat business through consistent client follow-up and clear communication.
- Coordinated imports from China, cleared customs, and worked with freight forwarding companies to keep paperwork complete and timely.
Office Coordinator
1 Year 9 Months- Distributed incoming mail and delivered messages to keep internal communication organized and timely.
- Documented payment information and maintained accurate records for client account activity.
- Resolved client account issues through clear follow-up and professional communication.
Education
Diploma
Skills
MS Word
Excel
Outlook
Invoice processing
Time management
Conflict resolution
Calendar management
Meeting coordination
Client communication
Account coordination
Vendor coordination
Compliance tracking
Document preparation
Timeline
Advisor Relations/Marketing
Kingstone Financial
09.2017 - 11.2019Read More
Customer Service/ Floor Manager
Long Hair Don’t Care/ Electro Threads
03.2017 - 05.2018Read More
Customer Service Case Manager
J & H Copy Service, Inc.
04.2013 - 09.2017Read More
Member Services Representative
Caremore Medical
07.2011 - 11.2011Read More
Customer Service
A1 Pen Company
01.2009 - 03.2011Read More
Office Coordinator
OC Interactive
03.2007 - 12.2008Read More
El Dorado High School
Diploma
Read More