Shanika Wherry
Detroit,United States
Summary
Dedicated professional with more than seventeen years of training in bill analyzing, risk management, negotiations, sales and service. Currently pursuing a more challenging role where using experience and education as a foundation to enhance personal skills.
Overview
19
19
years of professional experience
Work History
Client Relationship Specialist
Secure Planning Strategies
Southfield , MI
03.2022 - Current
- Mentor new employees on procedures and policies to maximize team performance.
- Assist three financial advisors with tracking and preparing financial documents such as Trusts, IRA's, Annuities, 529 accounts as well as act as the liaison for the insurance department.
- Communicate regularly with Insurance Brokers and their underwriting team to make certain documents were completed accurately and in a timely manner.
- Track required minimum distributions for clients age 72 and older to avoid tax penalties.
Customer Resolution Specialist
DTE Energy
Detroit, MI
10.2019 - 04.2022
- Created options with solutions to customers who were unable to to pay off their balance, encouraged them as well as walked them through the process of receiving low income assistance.
- Provided a seamless and pleasant experience for moving and canceling service.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Customer Account Executive
Xfinity Comcast
Sterling Heights , MI
07.2014 - 10.2019
- Overcame customer objections utilizing consultative approach and established scripted responses.
- Persuaded customers to take advantage of company offerings by utilizing professional telephone skills and extensive knowledge of cable, internet, phone and home security service
- Prevented customers from ending or downgrading services by leveraging knowledge of company services and persuasive communication style.
Field Supervisor
United Insurance
Southfield , MI
03.2006 - 06.2014
- Communicated Regularly with field agents for daily support and strategic planning for life, health and property insurance policies.
- Maintained and organized a customer database of over 600 clients in the Metro Detroit area.
- Trained and introduced new agents to their territory and policy holders.
Education
Bachelor of Arts - Business And Accounting
Marygrove College
Skills
- Impressive Customer Service
- Creative Problem Solving
- Respectfully Persuasive
- CRM Software
- Customer Retention Strategies
- De-escalation Techniques
- Flexible With Change
- Professional Under Pressure
- Excellent Attention to Detail
- Strong Interpersonal Skills
- Risk Management
- Works Well With Others and Independently
- Organized and Punctual
- Insurance Knowledge
Timeline
Client Relationship Specialist
Secure Planning Strategies
03.2022 - Current
Customer Resolution Specialist
DTE Energy
10.2019 - 04.2022
Customer Account Executive
Xfinity Comcast
07.2014 - 10.2019
Field Supervisor
United Insurance
03.2006 - 06.2014
Bachelor of Arts - Business And Accounting
Marygrove College
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