Tiana Reid
North York
Summary
Detail oriented professional with years of client support experience, specializing in perspicuous communication and maintaining effective systems. Adept at problem solving, with a track record of improving operational efficiency and client satisfaction. Seeking to leverage exceptional communication, organizational skills and a customer-focused approach within the financial services sector.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Support Advisor
Greenstone Financial Services
02.2024 - Current
- Provided personalized support experiences by actively listening to customers' needs and offering tailored solutions.
- Delivered accurate information through various communication channels including phone calls, emails, live , and a review platform-for which I created, and maintain the response library.
- Served as a subject matter expert, mentoring junior team members and assisting them in handling complex cases.
- Shared strategic insights with interdepartmental teams regarding customer experience and service-related trends to improve service delivery, and reduce the volume of cancelled policies.
Life Insurance Advisor
Greenstone Financial Services
09.2023 - Current
- Simplified complex insurance concepts for clients, fostering trust and confidence in their decision-making abilities.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.
- Consistently met or exceeded sales targets by utilizing effective prospecting techniques and relationship-building skills.
Charity Fundraiser
Public Outreach Fundraising
03.2023 - 09.2023
- Delivered informative presentations to raise awareness about the organization''s cause and solicit support from new donors.
- Leveraged human experience for storytelling purposes, highlighting the impact of donations on the organization's beneficiaries.
- Developed impactful fundraising strategies to maximize donations and meet fundraising goals.
Life Insurance Agent
American Income Life Insurance Company
09.2022 - 03.2023
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Customer Support Specialist
Bluenotes
06.2021 - 12.2021
- Oversaw returns and refunds for ecommerce business ensuring that the budget was never exceeded.
- Developed strong relationships with clients, resulting in repeat business and positive feedback.
- Improved customer retention by offering personalized solutions, follow-ups for ongoing issues and effective communication.
Training Manager
Bluenotes
11.2020 - 06.2021
- Managed all exempt employee coaching, training, and performance improvement actions.
- Developed and implemented comprehensive training program to increase employee productivity and morale.
- Increased effectiveness of sales and service training, resulting in noticeable improvement in sales team performance and customer satisfaction.
Education
LLQP - Life Insurance
Durham College
Oshawa, None10-2022
Skills
- CRM software
- Call handling
- Customer service excellence
- Data management
- Organization and recordkeeping
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Relationship building
- Project coordination
- Perspicuous comminication
Languages
English
Native or Bilingual
Spanish
Elementary
Certification
- Google: Foundations of Project Management, 2022
- Google: Technical Support Fundamentals, 2022
Timeline
Customer Support Advisor
Greenstone Financial Services
02.2024 - Current
Life Insurance Advisor
Greenstone Financial Services
09.2023 - Current
Charity Fundraiser
Public Outreach Fundraising
03.2023 - 09.2023
Life Insurance Agent
American Income Life Insurance Company
09.2022 - 03.2023
Customer Support Specialist
Bluenotes
06.2021 - 12.2021
Training Manager
Bluenotes
11.2020 - 06.2021
LLQP - Life Insurance
Durham College
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