Shaun Graham
Orange,CT
Summary
Proven Account Manager with a track record of enhancing client satisfaction and retention at First Connecticut Credit Union. Expert in account management and customer service, excels in building relationships and leveraging teamwork for optimal results. Achieved significant improvements in account performance through strategic planning and effective issue resolution.
Overview
3
3
years of professional experience
Work History
Account Manager
First Connecticut Credit Union
02.2022 - 02.2024
- Handled over 75 IRA's and RMD payments
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Insurance Agent
Bankers Life & Casualty Insurance
01.2021 - 02.2022
- Issued more than 75 policies
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
Finance
University of Rhode Island
Kingston, RI05-2022
Bachelor of Business Administration - Finance
Southern Connecticut State University
New Haven, CT05-2022
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Data Analytics
- Client Acquisition
Timeline
Account Manager
First Connecticut Credit Union
02.2022 - 02.2024
Insurance Agent
Bankers Life & Casualty Insurance
01.2021 - 02.2022
Finance
University of Rhode Island
Bachelor of Business Administration - Finance
Southern Connecticut State University
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