Hi, I’m
Scott O'Brien
Winchester,CA
Summary
Results-driven professional with expertise in enhancing customer experiences and relationship management, particularly demonstrated at Pacific Life Insurance Co. Proven skills in CRM platforms and high-value account management, having successfully overseen transactions exceeding $1 million while utilizing strong analytical and interpersonal skills.
Overview
20
years of professional experience
Work History
Pacific Life Insurance CompanyNewport Beach, CA
Technical Illustrator
07.2024 - Current
Job overview
- Designed visual representations in alignment with customer expectations, corporate protocols and numerical formulas.
- Transformed client specifications into attractive graphics.
Pacific Life Insurance Co.Aliso Viejo, CA
CSC CSR
06.2016 - 07.2024
Job overview
- Oversaw operations for a diverse portfolio of 24 office locations comprising mainly of 16 M-Financial, alongside with managing responsibilities for additional RLOs and separate distant offices.
- Worked efficiently with various stakeholders to meet informational and solution-based needs.
- Handled multi-million dollar transactions monthly, ensuring compliance with industry regulations.
- Supervised high net worth client accounts while cultivating ties with RVPs and Principals.
Marriott International IncNewport Beach, CA
Guest Service Representative
01.2012 - 06.2016
Job overview
- Facilitated smooth processing of guest requests and confirmed details to enhance satisfaction.
- Collaborated with team to achieve shared objectives.
- Completed daily cashier duties with precision, consistently balancing accounts before closing the shift.
- Offered guests details regarding hotel's amenities, local arts and culture, nightlife, dining options, attractions and museums.
Wells Fargo BankHuntington Beach, CA
Lead Teller Supervisor
03.2005 - 09.2009
Job overview
- Oversaw team of 20 employees.
- Managed security of bank vault holding $1MM+.
- Managed substantial cash flow and adhered to safety protocols.
- Oversaw teller operations and approved transactions reaching $100,000.
Education
California State University, Long BeachLong Beach, CA
B.A. from Communication Studies: Interpersonal and Organizational Communication
01.2016
Golden West CollegeHuntington Beach, CA
Associate of Arts from Communication Studies
01.2014
Skills
- Telephonic Support Expertise
- Client-Centric Approach
- Experience with CRM Platforms
- Customer Concern Management
- Effective Complaint Handling
- Account Management
References
References are available on request.
Designations
- LOMA: Associate, Customer Service (ACS - Life Insurance)
- LOMA: Life Management Institute (ALMI)
Timeline
Technical Illustrator
Pacific Life Insurance Company
07.2024 - Current
CSC CSR
Pacific Life Insurance Co.
06.2016 - 07.2024
Guest Service Representative
Marriott International Inc
01.2012 - 06.2016
Lead Teller Supervisor
Wells Fargo Bank
03.2005 - 09.2009
California State University, Long Beach
B.A. from Communication Studies: Interpersonal and Organizational Communication
Golden West College
Associate of Arts from Communication Studies
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