Dedicated Customer Service Team Member with unwavering commitment to customer service. Known for developing productive relationships, resolving complex issues and winning customer loyalty.
Overview
5
5
years of professional experience
Work History
Insurance Broker
WFG
01.2022 - Current
Responded to customer inquiries and problems to promote great service.
Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Interviewed prospective clients to obtain data about financial resources and needs.
Sought out new clients and developed clientele by networking to find new customers.
Managed multiple accounts simultaneously while meeting deadlines efficiently.
Analyzed customer needs and provided best options, upselling products and services.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Sales Associate
Yellow Pages
06.2021 - 12.2021
Initiated initial contact with potential leads, establishing a positive and professional rapport
Collected essential documentation, including driver's licenses, pay stubs, and personal references, ensuring compliance with regulatory requirements
Verified proof of residency when necessary, demonstrating meticulous attention to detail in the application process
Utilized multimedia tools to enhance client interactions, capturing and sharing videos/pictures of potential vehicle options
Consistently exceeded daily outreach targets by conducting a minimum of 50 outreach attempts via phone, text, and email
Demonstrated exceptional conversion skills, achieving a minimum lead conversion rate of 12%, contributing to the overall success of the sales team.
Business Operations Associate
Aerotek
06.2019 - 05.2021
Coordinated with external vendors regarding procurement of supplies and services needed for daily operations.
Created and interpreted payment status reports to successfully track and forecast receivables.
Created plans to propose solutions to problems related to efficiency, costs or profits.
Wrote email messages, memos and business letters for management and proofread documentation to provide error-free correspondence.
Delivered exceptional customer service through direct communication with clients and team members.
Verified accuracy and completeness of invoices prior to payment processing.
Education
BBA - Finance
Ontario Tech University
04-2019
Skills
Customer Service
Transaction Processing
Point of Sale Systems
Teamwork and Collaboration
Problem-Solving
Flexible Schedule
Cash Handling
Licenses
Certified Insurance Broker. Insurance Council of BC, 2022
Bloomberg Market Concepts. Bloomberg Institute, 2017