Wendy Fitch
Self Employed
Milton,FL
17
years of professional experience
Detail-oriented individual with a solid background in customer service and call management. Known for effective communication and relationship-building, contributing to successful client interactions and consistent follow-ups.
Work History
Life and Annuity Agent
1 Year 5 Months- Managed client communications and inquiries to ensure high satisfaction levels.
- Executed contracts and agreements, ensuring compliance with legal standards and client expectations.
- Assisted in negotiating terms with clients, fostering positive relationships and trust.
- Provided administrative support, including scheduling meetings and maintaining organized records.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Client Advisor
11 Years 5 Months- Delivered exceptional customer service by addressing inquiries and resolving concerns efficiently.
- Advised clients on vehicle features, financing options, and maintenance plans tailored to individual needs.
- Conducted thorough product demonstrations to enhance customer understanding and satisfaction with vehicles.
- Maintained up-to-date knowledge of inventory and promotions to provide accurate information to clients.
- Established long-term client relationships through consistent follow-ups and personalized communication strategies.
- Managed a diverse portfolio of clients, effectively balancing priorities and meeting deadlines.
Sales Associate
10 Months- Guided customers through vehicle selection process, addressing inquiries and providing product knowledge.
- Collaborated with team to enhance sales strategies, resulting in improved customer engagement.
- Conducted vehicle demonstrations, highlighting features and benefits to prospective buyers.
- Managed inventory levels, ensuring optimal stock availability for sales operations.
- Implemented follow-up procedures for customer satisfaction surveys, enhancing client retention efforts.
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Education
Associate of Arts - Theological Studies
Massage - Massage
High School Diploma
Skills
Problem-solving skills
Positive attitude
Customer service and care
Problem-solving
Organizational skills
Documenting information
Customer needs determination
Call management
Schedule management
Financial document preparation
Client interviews
Cold calling
Affiliations
JB Wealth Advisors
Timeline
Life and Annuity Agent
Self Employed
01.2025 - CurrentRead More
Client Advisor
Sandy Sansing BMW
12.2012 - 05.2024Read More
Sales Associate
Eastern Shore Toyota
02.2009 - 12.2009Read More
Faith In Action Bible College
Associate of Arts from Theological Studies
Read More
Pensacola State College
Massage from Massage
Read More
Fall Mountain Regional High School
High School Diploma
Read More