Summary
Overview
Work History
Education
Skills
Timeline
Generic

WHITNEY SIMON

Jacksonville,FL

Summary

Detail-oriented customer service professional offering a proven history of transforming obstacles into guest satisfaction and loyalty. Aiming to utilize 10+ years of guest service experience to bring immediate value to the team.

Overview

10
10
years of professional experience

Work History

Information and Referral Specialist

United Way
08.2021 - Current
  • Followed document protocols to safeguard confidentiality of patient records.
  • Facilitated communication between patients and various departments and staff.
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.

Credit Card Specialist

Genpact
09.2021 - 01.2023
  • Generated reporting to aid leadership with information to determine future credit card goals.
  • Developed and maintained tracking process for plastics and cardholder agreements to support business objectives and projected credit card volumes.
  • Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
  • Fielded 20-40 incoming customer calls to deliver high-quality solutions.

Guest Service Agent

Vacation Rental Pros
01.2020 - 07.2021
  • Responded to guests, including email, telephone and in-person inquiries
  • Provided guest assistance and information regarding local attractions and points of interest
  • Shared key information regarding the hotel to guests, including details about the pool and restaurants
  • Managed guest check-in and check-out procedures, reservations and payments
  • Handled payment processing duties and provided customers with receipts and proper bills and change
  • Resolved guest challenges and complaints by applying resourceful and actionable solutions
  • Handled all delegated tasks, including maintenance and dispatching vendors.

Client Service Representative

Merrill Lynch Pierce Fenner & Smith Incorporated
06.2017 - 02.2019
  • Promoted client satisfaction by working with operational teams in proper resolution of service issues
  • Processed an average of 50 transactions each day in a timely manner
  • Answered customers' questions and addressed problems and complaints in person and via phone
  • Educated customers on product and service offerings.

Insurance Health Sales Agent

Blue Cross and Blue Shield of Florida Inc
09.2016 - 01.2017
  • Consult with prospective clients inbound/outbound as a licensed appointed sales agent with Florida Blue in a callcenter environment
  • Exceeded overall sales goals and customer satisfaction as a member of the a Specialized (ACA)Team.

Deposit Banker

Convergys
02.2016 - 07.2016
  • Builds, develops, and maintains profitable lending and deposit relationships with new and existing customers.Proactively deepens customer relationships by meeting their needs through additional products and services
  • Openednew customer accounts, including checking, savings and lines of credit
  • Delivered prompt, accurate and excellentcustomer service
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriateindividuals.

Client Service Representative

Ever Bank Home Mortgage
01.2015 - 12.2015
  • Maintained quality service to all customers by answering product and service questions; cross-selling related productsand services and being courteous and responsive to all customer needs
  • Maintained customer records by verifying andupdating account information
  • Maintained bank operations by following established policies and procedures,reporting needed changes and complying with all Federal, State, and Local Banking regulations
  • Takes ownership inproblem resolution.

Assistant Store Manager

Decibel
11.2013 - 01.2015
  • Ensured proper organization of the store, responded to customer complaints and answered questions in a timely and knowledgeable manner
  • Addressed customer issues to ensure swift and successful resolution
  • Replenished merchandise, welcomed customers, responded to questions and maintained the overall presentation of store
  • Demonstrated company core values as role model, with a focus on respect, honesty, integrity, diversity, inclusion and safety of others
  • Assisted in the overall day-to-day operations of the store including continuous development of effective store associates to achieve desired sales and results
  • Handled all scheduling for store shifts to ensure proper staffing at all times.

Education

GED -

Remote
Jacksonville, Fl
07.2021

Skills

  • Customer rapport
  • Issue resolution
  • Cheerful and energetic
  • Organized
  • Banking and financial services background
  • Strong communication skills
  • Dependable and reliable
  • Fluent in Creole
  • Proficient in Excel

Timeline

Credit Card Specialist

Genpact
09.2021 - 01.2023

Information and Referral Specialist

United Way
08.2021 - Current

Guest Service Agent

Vacation Rental Pros
01.2020 - 07.2021

Client Service Representative

Merrill Lynch Pierce Fenner & Smith Incorporated
06.2017 - 02.2019

Insurance Health Sales Agent

Blue Cross and Blue Shield of Florida Inc
09.2016 - 01.2017

Deposit Banker

Convergys
02.2016 - 07.2016

Client Service Representative

Ever Bank Home Mortgage
01.2015 - 12.2015

Assistant Store Manager

Decibel
11.2013 - 01.2015

GED -

Remote

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WHITNEY SIMON