Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Alexander Beulah

San Diego

Summary

Dynamic Onboarding and Licensing Administrator with a proven track record at Generali Global Assistance, successfully enhancing onboarding processes for over 1,000 clients. Demonstrated expertise in project management and meticulous data entry, combined with a strong ability to foster cross-departmental collaboration. Known for driving operational efficiency through effective communication and a steadfast commitment to compliance.

Overview

23
23
years of professional experience

Work History

Onboarding and Licensing Administrator

Generali Global Assistance
San Diego
09.2019 - Current
  • Revamped company partner onboarding processes and procedures to drive improved onboarding speed, accuracy, efficiency, and seamless operations.
  • Monitored project performance to pinpoint opportunities for improvement, make adjustments, and implement strategic changes.
  • Supervised and project-managed the onboarding process for a diverse array of entities, totaling more than 1,000 clients.
  • Coordinated large-scale onboardings for high-profile companies, such as Expedia and Airbnb.
  • Collaborated with many departments within the organization to ensure proper alignment between processes and procedures related to every successful partner onboarding.
  • Performed data entry and record keeping for customer accounts. Additionally, keep up-to-date databases of all partner information.
  • Reviewed and verified partner onboarding documentation for accuracy, consistency, and compliance.
  • Facilitated submission process for background check documents to underwriter.
  • Tracked onboarding status and actions in the project management tool, ensuring each task is completed, and the correct personnel is assigned.
  • Facilitated communication with partners to ensure training completion.
  • Assisted in completing the background check by liaising with partners.
  • Provided answers to partner inquiries about the onboarding process.

Senior Customer Service Representative

Generali Global Assistance
San Diego
12.2017 - 09.2019
  • Helped thousands of travelers and agents by phone, email, and web chat with coverage questions, purchase decisions, transactions, and claims-related matters.
  • Enjoyed talking to and engaging with customers, and utilized a dynamic, friendly, engaging, positive, professional, and energetic attitude and demeanor to communicate effectively with customers, associates, and management to address questions, resolve issues, deliver top-notch service, and achieve high-level results.
  • Responded efficiently and accurately to callers to identify customers' needs, clarify information, research issues, and provide solutions and/or alternatives.
  • Coached and mentored 10+ fellow associates to help increase their performance, facilitate productivity, and to help them find answers for problematic areas.
  • As a helpline member, I provided employees with guidance in handling difficult and complex problems, and in resolving escalated complaints and disputes while utilizing superior critical thinking and decision-making skills.
  • Integral part of assisting the training staff with developing over 50 new hires by helping with mock calls, y-cording sessions (call listening/review), sharing tips, and coaching.
  • Go-to for supervisors for handling more difficult customer interactions, VIP customers, and also a go-to for VIP visitors.
  • Set a new department precedent in performance numbers, and rise in status, gaining respect due to a relentless hunger to learn, apply knowledge, and an elevated self-motivation.
  • Excelled at going well above just meeting my numbers, and became one of the most well-rounded and accomplished reps in the department.
  • Utilized the ability to be laser-focused and have a tenacious attention to detail, resulting in consistently scoring high marks in quality assurance, efficiency, customer service, and written and verbal communication.

Cash Office/Customer Service Representative

Bloomingdale's
San Diego
04.2015 - 10.2017
  • 2nd in command of Bloomingdale's Customer Service/Cash Office department, and led the team by a wide margin in transactions in a fast-paced environment, whether it be customer or associate-based. I was the focal point and at the forefront of several thousand transactions, and assisted in hundreds of others, leading to tens of thousands of dollars in revenue.
  • Commanded respect and surpassed expectations in a highly visible HUB position at the heart of the store by being a dynamic, independent multi-tasker with solid organization and superior customer service skills.
  • During two holiday seasons, I handled and managed a drastically increased and intense departmental workload, while also pleasing and satisfying a demanding and picky customer base, leading to rave reviews and praise.
  • Essential in-store receiving top-notch customer service ratings and gift wrap numbers by putting personality and unique characteristics into customer exchanges, using genuine warmth, and making customers feel valued, training 16 new associates to increase department production and output, and gift wrapping hundreds of presents flawlessly to complete customer satisfaction.
  • Actively listen, assist, answer, and resolve customer and associate issues, concerns, and questions pertaining to credit and loyalist accounts, store and online transactions, sales, and promotions.

Office Manager/HR Supervisor/Operations Manager

Motivated Military Movers
San Diego
04.2014 - 10.2016
  • #2 person in charge in the company hierarchy and embodied a multitude of roles such as Office Manager, HR Supervisor, Recruiter, Move Coordinator, Mover Supervisor, Lead Generator, and Expansion Manager while effectively running all business operations.
  • Directly responsible for the acquisition and hiring of over 100 employees (made calls, pre-screened, set up interviews, conducted interviews, attended career fairs, Veteran Employer panels, and Veteran networking events, created job postings, browsed hiring websites), resulting in the company being selected as Veteran Employer of the Year for 2016.
  • Responsible for the scheduling, coordination, and execution of over 2,700 moves, and several hundred thousand in revenue.
  • Effectively handled all of the day-to-day business operations of the company: answered calls, booked moves, maintained the move schedule, created employee schedules, handled damage claims, addressed employee issues, tracked business production and expenses, ordered and purchased office and moving supplies, maintained the Yelp account and responded to posts, managed disciplinary actions, tracked movers' hours (time sheets), and processed payroll.
  • Led, managed, developed, and disciplined 10 or more employees at any given time.
  • Established, directed, planned, and implemented company policies, goals, objectives, procedures, and activities of the company in order to ensure continuing operations, maximize returns on investments, and increase productivity.
  • Analyzed internal processes, and recommended and implemented procedural and policy changes to improve operations, procedures, processes, programs, rules, and regulations, which led to such changes as the revision of the company's Employee Handbook and the creation of Admin, Dispatch, and H.R. Standard Operating Procedures (SOP)
  • Evaluated office production, restructured, revised, and improved procedures, and devised new strategies and forms in order to improve the efficiency of workflow, database management, and input, as well as valuable information storage and dissemination.
  • Communicated with customers and other individuals to field and answer questions leading up to and regarding moves, disseminate and explain information, take orders, address complaints, and resolve any issues stemming from their moves.
  • Instrumental in company expansion efforts by organizing programs, coordinating business activities, expanding company awareness, building the company brand, and training staff.
  • Created a contact database of several hundred resources from scratch, all from networking and engaging with people face-to-face, through introductions, joining committees and councils, and through email correspondence.

Personal Financial Analyst/ Business Owner

PRIMERICA FINANCIAL SERVICES LIMITED
San Diego
10.2010 - 03.2014
  • Built and maintained a client base of over 100 clients, with services including personal financial planning and analysis, debt reduction, insurance, savings, investing, and legal services.
  • Trained, managed, and developed 40-50 financial services representatives to be proficient in prospecting for new clients and conducting easy-to-understand presentations in order to help the clients move forward with decisions that are in their best interest, which led to significant improvements in their productivity, sales numbers, and the accomplishment of multiple company goals.
  • Analyzed financial information and recommended strategies clients could use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Led weekly business and money seminars, averaging 30-50 adults in attendance, to attract new clients and representatives.
  • Continuously sought out new clients and developed prospective clientele lists from current customers, referral leads, sales meetings, and by networking.

Cryptologic and Communications Intelligence Tech

United States Navy, USN
San Diego
10.2002 - 10.2010

Education

Bachelor of Science - Business Administration And Management

University of Phoenix
Tempe, AZ
06-2014

Skills

  • Comprehensive onboarding management
  • Project management
  • Detail-oriented data entry management
  • Adherence to regulations
  • Detailed assessment and critical analysis of documentation
  • Strong familiarity with background check processes
  • Adept at both oral and written communication Able to interact effectively with individuals of all levels
  • Demonstrates accuracy, attention to detail, and the ability to work well in a team environment
  • Utilizes superior strengths in planning, decision-making, and stress management
  • Able to identify, lead, connect with, and understand all different types of personalities
  • Skilled in computer systems and software, including Windows, MS Word, MS Excel, MS Outlook, and PowerPoint

Accomplishments

CEAC Veteran Employer of the Year 2016
Ranked #1 sailor in pay grade - 3
Awarded Navy and Marine Corps Achievement Medal - 2
Selected as Junior Sailor of the Year
Selected as Blue Jacket of the Quarter
Awarded Letter of Commendation for outstanding performance
Awarded Letter of Appreciation for outstanding performance - 2
Received Good Conduct Award - 2

Timeline

Onboarding and Licensing Administrator

Generali Global Assistance
09.2019 - Current

Senior Customer Service Representative

Generali Global Assistance
12.2017 - 09.2019

Cash Office/Customer Service Representative

Bloomingdale's
04.2015 - 10.2017

Office Manager/HR Supervisor/Operations Manager

Motivated Military Movers
04.2014 - 10.2016

Personal Financial Analyst/ Business Owner

PRIMERICA FINANCIAL SERVICES LIMITED
10.2010 - 03.2014

Cryptologic and Communications Intelligence Tech

United States Navy, USN
10.2002 - 10.2010

Bachelor of Science - Business Administration And Management

University of Phoenix

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Alexander Beulah