Summary
Overview
Work History
Education
Skills
Timeline
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Cynthia Smith

Walnut Creek,CA

Summary

Proven performer with a track record of enhancing customer satisfaction at Kelly Sopak through personalized service and exceptional problem-solving skills. Excelled in multitasking and organization, surpassing sales targets by efficiently managing client relations and regulatory compliance. Skilled in data entry and verbal communication, contributing to performance improvement and client retention.

Overview

3
3
years of professional experience

Work History

Agent Team Member

Kelly Sopak
12.2021 - Current
  • Increased customer loyalty by delivering personalized service tailored to individual needs and preferences.
  • Exceeded monthly sales targets consistently, contributing to overall department success.
  • Maintained strict adherence to all relevant compliance and regulatory guidelines, ensuring the integrity of both client interactions and team operations.
  • Proactively identified potential risks or obstacles facing clients'' accounts, devising strategies to mitigate or resolve them promptly.
  • Efficiently managed multiple tasks simultaneously while ensuring all deadlines were met without compromising quality of work output.
  • Effectively resolved client issues, preventing potential escalations and maintaining strong client retention rates.
  • Enhanced customer satisfaction by providing exceptional service and support in a timely manner.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Collaborated with team members to develop best practices for consistent customer service delivery.

Office Manager

Freeway Insurance
06.2021 - 12.2021
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • answering 60+ calls daily.
  • Complete calls and followed scripts to maintain good call control.

Receptionist

R&G
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.
  • Answered central telephone system and directed calls accordingly.
  • Corresponded with clients through email, telephone, or postal mail.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Confirmed appointments, communicated with clients, and updated client records.

Education

High School Diploma -

Deer Valley High School
Antioch, CA

Skills

  • Organization skills
  • Time Management
  • Telephone skills
  • Data Entry
  • Verbal and written communication
  • Customer/Client relations
  • Multi-line telephone operation
  • Professional Demeanor
  • Documentation And Reporting
  • Typing Speed
  • Multi-Line Telephone Systems
  • Performance Improvement

Timeline

Agent Team Member

Kelly Sopak
12.2021 - Current

Office Manager

Freeway Insurance
06.2021 - 12.2021

Receptionist

R&G

High School Diploma -

Deer Valley High School
Cynthia Smith