William Bagnall
Simi valley,California
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
7
7
years of professional experience
Work History
Account Executive
American Hartford Gold
06.2024 - Current
- 500 plus outbound calls per day
- Qualify aged data
- Coordinate Follow up with Senior Broker
Travel Manager
Casa Blanca Express
02.2023 - 07.2024
- Consistently met and exceeded sales goals
Customer Service Representative
Healthmarkets Insurance
03.2020 - 02.2023
- 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.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Managed over 60 customer calls per day
- Extensive knowledge of Zendesk
Banker
US Bank
06.2017 - 03.2019
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
Currently Enrolled - Applied Business
Moorpark College
Moorpark, CASkills
- Proven record of being a top 1% Customer Service Rep
- Savvy relationship-builder
- Warm and upbeat personality
- Love for fast-paced environments
- Building customer trust and loyalty
- Understanding customer needs
Timeline
Account Executive
American Hartford Gold
06.2024 - Current
Travel Manager
Casa Blanca Express
02.2023 - 07.2024
Customer Service Representative
Healthmarkets Insurance
03.2020 - 02.2023
Banker
US Bank
06.2017 - 03.2019
Currently Enrolled - Applied Business
Moorpark College
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