Traci Rashford
Moses Lake,WA
Summary
Personable and dedicated Customer Service Representative with extensive experience in Sales/Customer Service industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
12
12
years of professional experience
Work History
Licensed Financial Advisor
New York Life Insurance Co
Moses Lake, WA
11.2023 - Current
- Provided financial advice to clients regarding investments, insurance, and other financial products.
- Developed strategies for asset allocation, portfolio diversification, and risk management.
- Created customized investment plans that meet clients' individual goals and objectives.
- Conducted research on various investments and stocks in order to recommend the best options for clients.
Licensed Insurance Agent
Allstate Insurance Co
Moses Lake, WA
03.2023 - 11.2024
- Developed and implemented sales strategies to increase market share of insurance products.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Sales and Marketing Manager
Brookdale Assisted Living
Moses Lake, WA
07.2022 - 02.2023
- Integrated communications campaigns to create awareness, develop pipeline and bring in new customers.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Directed and coordinated products, services and sales activities.
- Resolved customer complaints regarding sales and service.
- Determined price schedules and discount rates.
- Developed and implemented sales strategies to increase market share of insurance products.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Customer Service Representative
Penhall Company
Moses Lake, WA
09.2019 - 02.2022
- Flooring sales/Contractor sales/General sales
- Educated customers on special pricing opportunities and company offerings.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Answered incoming telephone calls to provide store, products and services information.
- Organized client contracts, records, reports and agendas to strengthen traceability.
Customer Service Representative
Outdoor power and repair
Moses Lake, WA
06.2018 - 07.2019
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Customer Service Representative
Columbia Basin Herald
Moses Lake, WA
05.2017 - 09.2017
- Inside/Outside Sales
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Educated customers on special pricing opportunities and company offerings.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
Store Manager
Sleep Country USA
Moses Lake, WA
10.2012 - 02.2015
- Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
- Processed daily paperwork, balanced register drawers, produced staffing schedules and prepared deposits.
- Managed inventory tracking and physical inventory counts to minimize loss.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
- Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.
- Answered product questions with up-to-date knowledge of sales and promotions.
- Monitored employee performance and identified performance gaps for corrective action.
- Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
- Oversaw storewide merchandising benchmarks to maintain operational excellence.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
Education
High School Diploma -
Ephrata High School
Ephrata, WA06.1995
Skills
- Credit Card Payment Processing
- Report Generation
- Report Creation
- Efficient and Detail-Oriented
- Customer Retention Strategies
- Courteous with Strong Service Mindset
- Understanding Customer Needs
- Upbeat and Positive Personality
- Creative Problem Solving
- Responding to Difficult Customers
- Upselling Products and Services
- Order and Refund Processing
- Multitasking and Prioritization
- Verbal and Written Communication
- Multitasking and Organization
- Team Building and Leadership
- Documentation and Reporting
- Sales Strategies
- Business Leadership
- Goal Setting
- Team Leadership
- Sales Promotion
- Sales Tracking
Timeline
Licensed Financial Advisor
New York Life Insurance Co
11.2023 - Current
Licensed Insurance Agent
Allstate Insurance Co
03.2023 - 11.2024
Sales and Marketing Manager
Brookdale Assisted Living
07.2022 - 02.2023
Customer Service Representative
Penhall Company
09.2019 - 02.2022
Customer Service Representative
Outdoor power and repair
06.2018 - 07.2019
Customer Service Representative
Columbia Basin Herald
05.2017 - 09.2017
Store Manager
Sleep Country USA
10.2012 - 02.2015
High School Diploma -
Ephrata High School
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