Susanna Rubio

· Deliver high-level client support in a fast-paced financial services environment while managing sensitive and confidential information.

· Build trust with clients by providing accurate information, resolving concerns efficiently, and maintaining professionalism during complex interactions.

· Handle high-volume communications while maintaining strong quality standards.

· Collaborate with internal departments to ensure timely issue resolution and seamless experience.

· Demonstrate strong organization, follow-through, and attention to detail while managing multiple priorities simultaneously.

· Managed an average of 40+ client calls daily while maintaining high-quality customer service standards and handling confidential client information.

· Assisted clients with contract inquiries, policy updates, approvals, and account changes with accuracy and professionalism.

· Promoted positive customer experiences through empathetic, active listening, and timely problem resolution.

· Coordinated with multiple departments to resolve issues and ensure smooth client communication.

· Coordinated daily schedules and client appointments to support efficient business operations and exceptional customer experience.

· Managed communication across phone, email, voicemail, and text messaging while responding promptly to client inquiries.

· Assisted with inventory tracking, package management, and operational support functions.

· Helped maintain strong client relationships by communicating business updates, promotions, and scheduling changes effectively.

· Served as the first point of contact for clients, agents, and visitors while creating a welcoming and professional office environment.

· Supported accounting operations by organizing and processing 50+ payment invoices and financial records accurately.

· Utilized Excel, Outlook, and Google Drive to maintain reports, documentation, and internal communications.