Summary
Overview
Work History
Education
Accomplishments
Certification
Timeline
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Steven Twirago

Scottsdale,United States

Summary

Business professional set in becoming an emerging leader with Vanguard. Committed in making a difference to be a part of meeting company goals.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Case Manager

Vanguard
09.2019 - Current
  • Achieved positive client outcomes by developing and implementing comprehensive case management plans.
  • Enhanced communication between clients and providers through consistent follow-ups and progress updates.
  • Lead team through team huddles to ensure team is meeting and exceeding KPI.
  • Championed Standard Work items encouraging 100% team participation.
  • KPI crew member of the month for January 2024.



Client Service Representative

Advisys
12.2021 - 08.2022
  • Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
  • Streamlined communication for improved efficiency by creating a centralized system for tracking client requests and renewal process.
  • Created new process on follow up to clients for renewal.
  • Provided product demonstrations to leads provided, follow-up, qualify and close.
  • Resolved customer support inquiries regarding our products, services and issues.



Client Service Specialist

Pacific Premier Bank
04.2021 - 12.2021
  • Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
  • Streamlined internal processes for improved efficiency and timely service delivery to clients.
  • Team leader in assisting new employees with questions on phone calls.

Customer Service Representative

County Of Orange
09.2020 - 11.2020
  • Temporary position. Assisting the Department of Registrar of Voters for the General Election in working at one of our voting centers.
  • Engaged with voters to ensure safety and understanding of the voting process in the vote center.
  • Provided leadership to the team in opening and closing of the vote center to lighten the load for the supervisor.
    Provided integrity and accuracy as part of the election board of each ballot and auditing.
  • Streamlined call center processes for improved efficiency and reduced wait times.

Census Enumerator

United States Census Bureau ACO 2976
08.2020 - 10.2020
  • Improved data accuracy by diligently collecting and recording census information from households.
  • Enhanced community participation in the census by conducting door-to-door visits and providing clear explanations of the process.
  • Maintained strict confidentiality with sensitive personal information, ensuring compliance with federal regulations.
  • Increased response rates by addressing concerns and answering questions regarding the importance of accurate census data.

Customer Service Representative

County Of Orange
02.2020 - 03.2020
  • Temporary position. Assisting the Department of Registrar of Voters for the General Election in working at one of our voting centers.
  • Engaged with voters to ensure safety and understanding of the voting process in the vote center.
  • Provided leadership to the team in opening and closing of the vote center to lighten the load for the supervisor. Provided integrity and accuracy as part of the election board of each ballot and auditing.
  • Streamlined call center processes for improved efficiency and reduced wait times.

Account Manager, Inside Sales

Advisys
08.2018 - 12.2019
  • Boosted client satisfaction by effectively addressing concerns and providing tailored solutions.
  • Enhanced team productivity by streamlining internal processes and implementing efficient sales strategies.
  • Developed strong relationships with key clients, resulting in increased account retention and growth.
  • Collaborated closely with cross-functional teams to ensure seamless service delivery for clients.

Inside Sales Representative

Ministry Brands
04.2014 - 06.2018
  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Boosted lead conversion rates by conducting thorough needs assessments, identifying opportunities for upselling and crossselling.
  • Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.

Education

Bachelor of Arts - Finance

North Central College
Naperville, IL

Accomplishments

Leader in my local church to enhance the greater good of the congregation through public speaking, personal and moral support.

Certification

Series 7 and 63 licensed

Timeline

Client Service Representative

Advisys
12.2021 - 08.2022

Client Service Specialist

Pacific Premier Bank
04.2021 - 12.2021

Customer Service Representative

County Of Orange
09.2020 - 11.2020

Census Enumerator

United States Census Bureau ACO 2976
08.2020 - 10.2020

Customer Service Representative

County Of Orange
02.2020 - 03.2020

Case Manager

Vanguard
09.2019 - Current

Account Manager, Inside Sales

Advisys
08.2018 - 12.2019

Inside Sales Representative

Ministry Brands
04.2014 - 06.2018

Bachelor of Arts - Finance

North Central College

Series 7 and 63 licensed

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Steven Twirago