Theresa Smith Renfro
Mabank,TX
Work Preference
Summary
Dynamic client advocate and administrative professional with over 20 years of experience in delivering exceptional client support, case management, and cross-functional coordination. Seeking a Remote Customer Service position to leverage expertise in process improvement, data accuracy, and effective communication within remote environments to drive impactful results. Recognized for a strong blend of empathy and efficiency, fostering positive customer relationships through proactive problem-solving and meticulous attention to detail. A diverse background in owning and operating a small business provides unique insights for identifying and implementing tailored solutions that effectively meet customer needs.
Overview
10
10
years of professional experience
Work History
Caretaker
Mr. Warren Smith / VA
08.2020 - 01.2025
- Delivered high-quality client care, emotional support, and daily companionship.
- Organized schedules, coordinated transportation, and managed household logistics.
- Maintained accurate financial and medical records, and administered medication as prescribed.
- Demonstrated reliability, empathy, and confidentiality in handling sensitive matters.
Real Estate Agent
Keller Williams
11.2017 - 08.2020
- Managed all phases of real estate transactions from listing to closing, with exceptional customer satisfaction.
- Developed property marketing strategies using digital listings, networking, and local advertising.
- Maintained detailed client records and transaction documentation.
- Built and nurtured long-term relationships through active communication and trust.
- Managed property listings utilizing Keller Williams' proprietary tools for market analysis.
- Led client consultations to identify property needs and preferences.
- Facilitated negotiations between buyers and sellers to achieve favorable outcomes.
Client Advocate
Sun Life Financial
06.2015 - 03.2017
- Supported policyholders and brokers, resolving complex claims and service requests.
- Collaborated across departments (Client Relationship Executives, EBR, Operations) to expedite resolutions.
- Conducted root-cause analysis to improve process efficiency and reduce client complaints.
- Maintained accurate data and contract records while adhering to compliance standards.
- Advocated for clients' needs, ensuring effective communication between stakeholders and service teams.
Education
Studies toward B.S. - Business Administration
Hawaii Pacific University
01.1993
Skills
- Microsoft Excel
- Word
- Teams
- Zoom
- Salesforce
- Outlook
- Google Workspace
- Data Entry Systems
Timeline
Caretaker
Mr. Warren Smith / VA
08.2020 - 01.2025
Real Estate Agent
Keller Williams
11.2017 - 08.2020
Client Advocate
Sun Life Financial
06.2015 - 03.2017
Studies toward B.S. - Business Administration
Hawaii Pacific University