Timothy Gregory

Serve as a Paychex service advisor, where I deliver meticulous assistance to clients across all products offered by the Multi-Product Service Center, such as Payroll, Time and Attendance, and HR Online.

• Ability to serve as a point of contact for clients to build rapport and long term relationships.
• Promote new products to new and existing customers. Constantly exceeds goal of 24 sales leads per year.
• Establish and maintain a positive, professional relationship with clients. Foster a cohesive relationship between Sales and Service to maintain a unified approach to client service.
• Utilize problem solving abilities and team collaboration to analyze and comprehend clients' business frameworks and key objectives.
• Maintain knowledge and keep abreast of the shifting regulations and legislation to provide informed guidance to clients.
• Support custom interfaces between Paychex platforms and third-party software to meet clients' needs.

Collaborated closely with cross functional teams to escalate and resolve complex issues, while maintaining clear communications throughout the process. Continuously enhanced product knowledge and expertise to deliver superior support and contribute to overall client success.

• Promoted to Senior Account Representative in February 2022.
• Sales champion driving a 25% increase in team sales through effective sales leadership and strategic initiatives.
• Skilled in utilizing analytical tools and methodologies to evaluate organizational dynamics and streamline processes.
• Chosen to mentor new hires to motivate, guide and provide direction for them to establish and attain goals.
• Experienced in identifying areas for improvement using strategic insight.

As a sales representative, the primary role revolved on promoting and selling Mass Mutual insurance products.  

• Responsibilities included client prospecting, financial planning, selling insurance policies.
• Completed sales training programs and obtaining customer-facing sales experience.
• Passed the Pennsylvania Life and Health Insurance Exam.

Summer Analysts experience the culture and atmosphere of Morgan Stanley by taking on responsibilities of an analyst, working on a variety of corporate transactions, and making meaningful contributions to the delivery of projects.

• Selected for this highly competitive internship program.
• Worked closely with a Wealth Management Capital Market Specialist and gained an understanding of the wealth management business and the full range of financial products and services available to Morgan Stanley clients.

Chosen as 1 of 5 Summer Scholars.  This program provides participants with exposure to various aspects of healthcare professions.

• Gained first-hand knowledge of the roles and responsibilities of clinical staff, administrative personnel, support services, and current technology used in the delivery of the healthcare services.
• Contributed over 200 volunteer hours.