Summary
Overview
Work History
Education
Skills
Timeline
Generic

William Wood

Milwaukee,WI

Summary

Dynamic professional with a proven track record at Bank of America, excelling in relationship building and financial planning. Adept at analyzing market trends to enhance service delivery and client satisfaction. Recognized for implementing strategic initiatives that improved account retention and educated clients on tailored financial solutions.

Overview

15
15
years of professional experience

Work History

Claims Specialist

Asurion Insurance Services
03.2021 - 09.2025
  • Processed and adjudicated insurance claims efficiently to ensure timely resolution for customers.
  • Reviewed policy documentation to verify coverage details and assess claim validity.
  • Collaborated with internal teams to gather necessary information for complex claims investigations.
  • Implemented process improvements that enhanced accuracy in claims handling procedures.

Retirement Plan Specialist

T. Rowe Price
08.2017 - 03.2021
  • Educated clients on their workplace retirement plans and withdrawal options
  • Sent requests for withdrawals to specified teams
  • Educated clients on tax implications

Relationship Manager

Bank of America
12.2015 - 08.2017
  • Cultivated strong client relationships, enhancing customer satisfaction and loyalty.
  • Identified client needs, providing tailored solutions to improve service delivery.
  • Led cross-functional teams to execute strategic initiatives that increased account retention.
  • Analyzed market trends, informing product offerings and positioning strategies.

Personal Banker

Wells Fargo, NA
05.2013 - 11.2015
  • Developed tailored financial solutions to meet diverse client needs.
  • Analyzed customer accounts to identify opportunities for service improvement.
  • Managed daily banking operations ensuring compliance with policies and regulations.
  • Educated clients on banking products, enhancing their financial literacy and engagement.

Customer Care and Sales Representative

Time Warner Cable
10.2010 - 05.2013

Education

Associate of Arts -

Midlands Technical College
West Columbia, SC

Skills

  • Financial planning
  • Investment analysis
  • Asset allocation
  • Relationship building
  • Excellent communication
  • Branch operations
  • Training and leadership

Timeline

Claims Specialist

Asurion Insurance Services
03.2021 - 09.2025

Retirement Plan Specialist

T. Rowe Price
08.2017 - 03.2021

Relationship Manager

Bank of America
12.2015 - 08.2017

Personal Banker

Wells Fargo, NA
05.2013 - 11.2015

Customer Care and Sales Representative

Time Warner Cable
10.2010 - 05.2013

Associate of Arts -

Midlands Technical College

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