Mahalla Tollefson
Seaside
Summary
Professional with experience in client-focused roles, ready to contribute effectively to team objectives. Skilled in communication, problem-solving, and multitasking, with strong emphasis on collaboration and flexibility. Known for reliability and ability to adapt to changing needs, ensuring consistent achievement of goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Agent Team Member
State Farm
11.2021 - 02.2025
- Assist clients with insurance policies, achieving high customer satisfaction, and resolving issues promptly.
- Champion client-centric solutions, driving policy sales and retention. Implement innovative strategies to enhance customer experience and streamline operations.
- Analyze complex insurance scenarios, providing tailored recommendations. Identify process inefficiencies and propose data-driven solutions for improved productivity.
- Exceed customer satisfaction targets through prompt issue resolution and personalized service. Contribute to team performance metrics, consistently surpassing goals.
Relationship Banker
Bank of America
06.2019 - 11.2021
- Managed client portfolios, achieving consistent growth and high client satisfaction.
- Advised clients on financial products, resulting in increased sales and customer retention.
- Conducted thorough financial assessments, identifying opportunities for investment and savings.
- Resolved client issues promptly, enhancing overall customer experience and trust.
- Collaborated with team members to develop strategies that improved branch performance.
Education
Bachelor’s Degree - International Business
San Diego State University
05.2019
High School - undefined
Patterson High School
05.2014
Skills
- Client relationship building
- Customer service
- Administrative support
- Product sales
- Data entry
- Call center experience
- Computer proficiency
Certification
- CA Property & Casualty Insurance License LICENSE #1480881
- CA Life Insurance License
Timeline
Agent Team Member
State Farm
11.2021 - 02.2025
Relationship Banker
Bank of America
06.2019 - 11.2021
High School - undefined
Patterson High School
Bachelor’s Degree - International Business
San Diego State University
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