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Tracey Wescott-Cosme
Egg Harbor Township
Work Preference
Summary
Customer Service Specialist with 15+ years of experience in relationship-building across face-to-face, telephone, and online interactions. Delivered exceptional financial advice and support through strong work ethic, interpersonal skills, and teamwork. Committed to providing professional customer assistance and fostering positive client relationships.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Diplomatic customer service professional experienced in defining and analyzing customer requests to resolve issues. Accurate in documenting customer concerns and dedicated to maintaining deep knowledge of products and promotions. Confident communicator recognized for consistently receiving excellent customer feedback.
Resourceful Customer Service Representative known for high productivity and efficient task completion. Specialized in communication, problem-solving, and time management skills, ensuring smooth operations in customer service environments. Excel in listening, empathy, and patience, which are crucial for addressing customer needs effectively and building positive relationships.
Overview
35
35
years of professional experience
Work History
Financial Advisor
MassMutual Tri State
Iselin
04.2022 - Current
- Updated client portfolios and financial obligations in the system, maintaining accuracy and supporting effective financial planning.
- Confirming insurance eligibility for potential clients, selling insurance services where appropriate, and working with CFP to offer financial planning if warranted.
- Engaged in daily prospecting to generate new business opportunities.
- Communicated insurance coverages, benefits, and patient financial obligations clearly to patients and designees, ensuring informed decision-making.
- Supported pre-service process through coverage verification and authorization for scheduled services, enhancing service readiness.
- Verifying the accuracy of all insurance information. Conducting account assessments.
- Working closely with supervisors and managers to ensure client satisfaction.
Virtual Licensed Agent
Equis Financial (Non-Captive)
Waco
05.2021 - Current
- Consulted with customers to identify needs and recommend tailored products and services, improving their health and financial well-being.
- Sold term life, final expense, whole life, universal, mortgage protection, retirement planning, and ancillary insurance products through purchased outbound leads, enhancing consumer financial security.
- Serviced accounts by delivering exceptional customer service, generating numerous referrals and promoting client loyalty.
FT Licensed Agent - BC/BS of Arizona
Spectraforce/Guidewell
08.2021 - 01.2022
- Assist under 65-eligible individuals in selecting the products and services that best meet their needs and assist in enrollment through Marketplace or off-market coverage.
- Consulted with customers on health-related products and services to identify optimal solutions for health and financial well-being.
- Answered inquiries regarding coverage and annual changes in healthcare plans, pharmacy networks, and drug formularies to ensure customer understanding.
FT Licensed Agent - eHealth
TTEC
08.2020 - 05.2021
- Assist Medicare-eligible individuals in selecting the products and services that best meet their needs.
- Consulted with customers on health-related products and services to tailor solutions enhancing their health and financial well-being.
- Answer questions related to coverage and annual changes on healthcare plans, pharmacy networks and drug formularies.
- Provided guidance to customers to ensure successful enrollment.
- Determined customer qualifications for community meetings and arranged in-home consultations. to join community meetings and schedule in-home appointments.
Health and Benefits Counselor
AON
Hammonton
06.2018 - 06.2020
- Communicated and enrolled employees in core and voluntary benefits, facilitating informed choices.
- Ensured accurate processing of benefit enrollment cases to enhance employee satisfaction.
- Streamlined the enrollment process for multiple cases, improving efficiency in client interactions.
- Enhanced benefit knowledge and enrollment experience for client's workforce.
- Served in a temporary role to support staffing needs during busy periods. for two years during the 4th quarter before securing a full-time position.
BDC Agent
Nissan Of Atlantic City
Egg Harbor Township
07.2017 - 10.2017
- Executed sales transactions by leveraging strong negotiation skills to close deals.
- Utilized strong interpersonal skills to build positive relationships with clients.
- Scheduled appointments while maintaining a polite, friendly, and diplomatic manner to enhance client experience.
Asst. Exec. Dir. of Workforce and Community Ed.
Cumberland Community College
Vineland
07.2016 - 11.2016
- Planned and developed new programs to meet the needs of area industries and align with the college's mission and strategic plan.
- Managed CE training programs, overseeing content development, budget management, and marketing strategies to enhance program effectiveness.
- Operationally responsible for career certificate programs, SteamWORKS makerspace, academic brush-ups, SNAP grant program and CE programs taught by internal and external vendors.
- Developed economic models for CE programs to monitor financial performance and recommend adjustments for optimal economic viability.
- Prepared economic models for CE programs to track financial performance and make recommendations for needed changes or modifications to ensure optimal economic performance.
- Created comprehensive PR and marketing plans to increase program visibility.
Firm Director of StockPro (Student-run PRSSA PR Firm)
Stockton University
Galloway
09.2015 - 12.2015
- Conducted regular meetings with professional advisor and staff, along with weekly officer meetings, to ensure brand consistency.
- Conducted leadership and general firm meetings.
- Created a firm website to chronicle ongoing contact with the firm, faculty and professional advisers.
- Organized team meetings to foster collaboration and share important updates. to promote team collaboration.
Public Relations Intern
Miss America Organization
Atlantic City
06.2015 - 09.2015
PR Intern (Office of Student Affairs/PR Dept.)
Cumberland County College
Vineland
09.2012 - 12.2014
Executive Slot/Casino Marketing Host
Bally's Park Place Hotel and Casino
Atlantic City
10.1997 - 12.2000
Executive Casino Host
Trump Plaza Hotel & Casino
Atlantic City
09.1993 - 10.1997
Director of Public Relations
United Consumer's Club
Cherry Hill
05.1991 - 09.1993
- Developed and executed comprehensive public relations strategies for community engagement.
- Managed media relations to enhance brand visibility and reputation.
- Coordinated press releases and media kits for product launches and events.
- Drove 200% sales growth by fostering brand cohesion and enhancing customer recognition.
- Led a staff of five to enhance team productivity and collaboration.
Education
Bachelor of Science - Communications - Public Relations, Writing
Stockton University
Galloway, NJAssociate of Arts - Communications - Public Relations
Cumberland County College
Vineland, NJSkills
- Financial Analysis
- Financial Modeling
- Financial management
- Portfolio Management
- Investment strategies
- Client Relationship Management
- Microsoft Office
- Microsoft Project
- Insurance product knowledge
- Problem-solving
- Decision-making
- Multitasking and organization
- Insurance decisions
- Time management
- Stress management
- Analytical thinking
- Conflict resolution
- Interpersonal skills
- Effective communication
- Problem solving
- Customer relationship management
- Client assessment
Professional Associations
- Phi Theta Kappa National Honor Society, Licensed Health and Life Producer: NJ Resident and 46 Non-resident, 2014, Present
- Licensed Personal Lines Producer - NJ Resident, Working on obtaining SIE and Series 7
Technology Summary
- Phi Theta Kappa National Honor Society, Licensed Health and Life Producer: NJ Resident and 46 Non-resident, 2014, Present
- Licensed Personal Lines Producer - NJ Resident, Working on obtaining SIE and Series 7
Timeline
Financial Advisor
MassMutual Tri State
04.2022 - Current
FT Licensed Agent - BC/BS of Arizona
Spectraforce/Guidewell
08.2021 - 01.2022
Virtual Licensed Agent
Equis Financial (Non-Captive)
05.2021 - Current
FT Licensed Agent - eHealth
TTEC
08.2020 - 05.2021
Health and Benefits Counselor
AON
06.2018 - 06.2020
BDC Agent
Nissan Of Atlantic City
07.2017 - 10.2017
Asst. Exec. Dir. of Workforce and Community Ed.
Cumberland Community College
07.2016 - 11.2016
Firm Director of StockPro (Student-run PRSSA PR Firm)
Stockton University
09.2015 - 12.2015
Public Relations Intern
Miss America Organization
06.2015 - 09.2015
PR Intern (Office of Student Affairs/PR Dept.)
Cumberland County College
09.2012 - 12.2014
Executive Slot/Casino Marketing Host
Bally's Park Place Hotel and Casino
10.1997 - 12.2000
Executive Casino Host
Trump Plaza Hotel & Casino
09.1993 - 10.1997
Director of Public Relations
United Consumer's Club
05.1991 - 09.1993
Bachelor of Science - Communications - Public Relations, Writing
Stockton University
Associate of Arts - Communications - Public Relations
Cumberland County College