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| | Click here or scroll down to respond to this candidateCandidate's Name
Charlotte, NC Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLE More than 7 years' successful experience in customer service, office aid and support with recognized strengths in account maintenance, problem-solving and troubleshooting, sales staff support, and planning/implementing proactive procedures and systems to avoid problems in the first place. Possess solid computer skills. Excellent working knowledge using both IBM and Mac systems; Microsoft Excel, WordPerfect, Microsoft Word, type 55 wpm. Ability to train, motivates, and supervises customer service employees. A team player, acknowledged as "Total Quality Customer Service Professional." Develop plan, conduct audits and variance analyses, process payroll and payroll tax reports and filings, and maintain/update accurate inventories. Synopsis of Achievements Increased customer retention by 19%, from 72% to 91%. Reactivated 9 key accounts ($253K/year), utilizing persuasion/mediation skills. Proactive planning led to notable increase in morale in department. Created customer satisfaction survey, drastically reducing potential problems. Willing to relocate: AnywhereAuthorized to work in the US for any employerWork ExperienceLoan OfficerTD bank - Atlanta, GAFebruary 2022 to PresentHandled incoming loans from clientsProof read and pull background reportsHandles business clientsApprove or reject loans depending on credit company worth and other various searches. Licensed Insurance Agent (Property & Casualty)McGriff Insurance Services - Greensboro, NCOctober 2020 to December 2023 Service existing customers and assist with processing new insurance applications Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments Prospect and initiate new business sales while building business referral relationships Execute, plan and implement office processes Maintain reports and records of insurance policies Process applications Maintain regular contact with clients and answer questions and make changes to existing policies Analyze clients' insurance needs and provide appropriate coverage options Develop and maintain client relationships through effective communication and follow-up Provide excellent customer service by addressing client inquiries and resolving any issues Conduct sales administration tasks, including processing applications, endorsements, and claims Collaborate with underwriters to negotiate policy terms and conditions Customer Service RepArtware Embroidery - Kernersville, NCFebruary 2019 to June 2020Handled incoming calls as well as outboundTaking orders over the phone as well as troubleshooting customers problems with products. Advising customers on what kinds of products we offer Set up maintenance order and sent techs out to do service calls whenever problems could not be resolved over the phone.Handling payments and other sensitive information over the phone. AT&T Business relations/ Project ManagerAT&T - Greensboro, NCJune 2018 to February 2020 Used customer service skills to handle calls with customers Handled over 40-50 inbound calls a day Did 30-40 outbound calls Used opportunity to present customer with new products Had weekly and monthly sales quota's High energy environment. Fast paced, and received awards for large sales and going above and beyond the requirements. High call volume Received awards for high sales and excellent customer service Lead complex initiatives managing all activities in a project life cycle. initiation, planning, executing, controlling, and closing projects with wide and medium to high risk, scope and complexity with broad impact. Made decisions in end-to-end project management, demonstrating ownership of the entire process from beginning to end Demonstrate understanding of policy, methodology and artifact creation that influence and lead changeOrder Selector/Forklift OperatorFood Lion warehouse dc-30 - Salisbury, NCJune 2017 to November 2018Used electronic pallet jack to pull ordersUsed Bluetooth headset to verify ordersLifted 40-80 its constantlyWorked in extremely cold environmentsUsed scanner and radioDid shipping and loading with forkliftOperations Manager/ warehouseSnider fleet Solutions2011 to 2018Handled all incoming customers, took orders and handled payments for service. Had to do inventory for entire warehouse and make sure I kept it neat and organized. Ordered whatever we needed as well as load and unload the incoming trailers. Assisted with the changing, balancing, and rotating of tires, as well as use a forklift, pallet Jack and squeeze lift to do various things.Handled a lot of customers accounts and did a lot of follow ups to ensure that the customer received an excellent experience, as well as do some up selling of our products. Handled dispatch for service trucks to go make service calls all over the coverage area (on call) First Point Resources 2012-2013Customer ServiceRepresentative/COLLECTIONS AGENTWorked in call center and also as front receptionist. Greeting patients and family members as they come in making sure that they know where to go and how to get there. Maintaining quotas of customer call backs and making sure that the patient received excellent customer service while in our care. Teaching smaller groups on the importance of teamwork and dedication to job Ms, punctuality and the importance of being dependable Work in a fast paced environment implementing new procedures and using excellent customer service skills to deal with various clients problem solving and handling accounts. Support sales reps in opening new accounts and upgrading existing service. Data Entry, answering phones, setting up appointments. Quickly and effectively solve customer challenges. Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service.Customer Relations ManagerConnextions2008 to 2012Working in a team oriented environment, used a lot of troubleshooting and customer service skills to handle customers our reps could not help further.Did the teams schedule, as well as do monthly reports on how team was performing and set goals for them to reachHelped to maintain current clients as well as up she and gain new ones. Had to weekly report to my supervisor and have meetings as to how we could continue to give excellent customer service and become a greater help by training our staff more. Also handled payroll occasionally. Working anywhere from 8-14 hours during shifts. Handled inbound and outbound calls, troubleshooting, and taking payments over phone Shiping/Receiving ClerkStatesville Record &Landmark Local Newspaper2007 to 2012print press Machine Op. Maintaining the shipping and receiving orders Use FedEx to print labels and also to ship off packages Making sure the parcels left on time Assembled parts using machines and made parts according to company description. Helped maintain print press to insure papers were made and delivered on time. Used forklift to carry orders to dock. Did light machine maintenanceEducationBachelor's degree in Electronics Technology MsOld Dominion University - Norfolk, VA2010High school diploma in DiplomaStatesville High School - Statesville, NCAugust 2003 to June 2007Skills Customer Service Customer Care Call Center CSR Customer Support Microsoft Office Microsoft Word Microsoft Powerpoint Microsoft Microsoft Excel E-Commerce Sales Experience Sales Support Pallet Jack Account Management Upselling Tax Experience Shipping & Receiving Administrative Experience Negotiation Typing Accounting Human resources Bookkeeping Computer skills Marketing Medical terminology Customer service Microsoft Office HIPAA Management Organizational skills Communication skills Computer skills CPT coding Typing Telemarketing Outside sales Cold calling Front desk Order entry Banking Bookkeeping Account management Negotiation Upselling Sales Accounts payable Retail sales Pricing Direct sales Technical support Yardi Salesforce Payroll Tax experience B2B sales Windows Microsoft Access Territory management Accounting Desktop support Training & development Financial analysis Relationship management Leadership Mobile devices Project management Load & unload Laboratory experience Restaurant experience Manufacturing Forklift Cooking Presentation skills Marketing Business development Human resources SharePoint Purchasing Accounting software Adobe Acrobat Mac OS iOS Computer literacy Time management Filing Call center CRM software Conflict management Financial acumen Website maintenance Microsoft Outlook Microsoft Word B2B marketing PeopleSoft Microsoft Excel Dispatching General ledger accounting Oracle Team management Analysis skills Customer retention English IT Data entry Phone etiquette Bilingual Multilingual Cloud computing Sourcing Maintenance HR sourcing Facilities maintenance Maintenance management Mechanical knowledge Inside sales Customer acquisition B2C Customer relationship management ERP systems Ductwork Credit analysis Accounts receivable Construction UCC law SaaS GAAP Google Docs Recruiting External recruiting Administrative experience Writing skills Sales management Workday Customer support Loan origination Office experience Product demos Spanish 10 key typing B2B Active Directory IT service management Remote access software Help desk Coffee experience Canvassing Basic math Financial services Office management Microsoft Powerpoint Warehouse management system Warehouse management Order fulfillment Intake Personal injury law Law office Insurance sales Lead generationCertifications and LicensesForklift CertificationForklift CertificationSeptember 2019 to PresentDriver's LicenseProperty & Casualty LicenseDecember 2022 to PresentCPAInsurance Producer License |