Summary
Overview
Work History
Education
Skills
Timeline
Generic

Summer C. Everett

Fort Worth,TX

Summary

Experience of more than 20 years Customer care professional committed to delivering top-tier service and fostering strong customer relationships. Skilled in addressing inquiries, resolving issues, and ensuring customer satisfaction.


Overview

18
18
years of professional experience

Work History

Wealth Advisor Associate

Charles Schwab & Co
04.2024 - 06.2025
  • Delivered exceptional customer support through effective communication and problem-solving skills.
  • Improved first-call resolution rates by providing accurate information and effective problem-solving skills.
  • Promoted strong customer satisfaction by diagnosing and troubleshooting product issues without need for escalated support.
  • Continuously sought opportunities for personal development through ongoing training programs.
  • Created customer profiles by answering questions and providing tailored experiences based on interests and agendas.
  • Managed and updated over 25 client portfolios weekly.

Customer Care Representative

New York Life Insurance Co
01.2016 - 01.2024
  • Understand and explain policy coverage, billing and eligibility.
  • Work with other departments to resolve complex and standard issues.
  • Stay updated on and properly use newly learned workflows and processes.
  • Offering a high level of customer service by analyzing the customer needs.
  • Providing timely and accurate guidance and solutions to customers' questions.

Customer Service Representative/Team Lead

Centerpoint Energy Inc
03.2007 - 11.2015
  • Used provided resources to answer customers questions accurately.
  • Identified and researched problems and developed solutions.
  • Arranged, chaired weekly team meetings, focusing on targets and achievement.
  • Initiated communication and responded to inquiries regarding escalated call issues.
  • Prepared daily workloads for staff while coordinating the daily allocation of work.
  • Completed bi-weekly payroll for 13 employees.

Education

Business Administration -

Minneapolis Community And Technical College
Minneapolis, MN

Skills

  • Surpass client satisfaction standards

  • Effective written communication

  • Proficient in handling a large volume of calls

  • Strong relationship-building abilities

  • Adaptable in fast-paced environments

  • Building and managing relationships

  • Complaint handling

Timeline

Wealth Advisor Associate

Charles Schwab & Co
04.2024 - 06.2025

Customer Care Representative

New York Life Insurance Co
01.2016 - 01.2024

Customer Service Representative/Team Lead

Centerpoint Energy Inc
03.2007 - 11.2015

Business Administration -

Minneapolis Community And Technical College

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