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Title Customer Service Financial Services
Target Location US-TX-Dallas
Email Available with paid plan
Phone Available with paid plan
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1LDROBJECTIVECustomer ServiceRepresentative bringing top-notch skills in oral and writtencommunication, active listening,and analytical problem-solvingskills. Enhances customerexperiences by employingservice-oriented behaviors,understanding customer desires,and providing customizedsolutions to build loyalty.Passionate about promotinglasting customer satisfaction bydelivering quality service andunparalleled support. Proficientin customer service bestpractices and business relatedoptions, in financial services andagricultural economicsindustries.EXPERIENCEAGENT AMERILIFE OF TEXAS, LLC.  07/ 2022 TO 01/ 2023 Assisted clients to achieve organizational goals. Obtained knowledge on how to operate various pieces of equipment. Organized and coordinated meetings and conference calls with various individuals. Fielded customer service inquiries and calls from customers throughout country. Handled and resolved customer complaints through listening and understanding. Provided customer service for 400 inbound and outbound calls per shift by answering questions and providing basic troubleshooting support. Called 500 prospective clients in market area per day to explain products offered and qualify leads. Compiled lists of potential clients to develop and expand book of business. Documented caller information in Agent Accelerator. Liaised between new customers and various departments throughout organization. Increased company profits by 40% by exceeding individual daily sales goals.MS. LANAE D. ROBINSONFINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 EMAIL AVAILABLE PHONE NUMBER AVAILABLELDR MS. LANAE D. ROBINSONFINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 EMAIL AVAILABLE PHONE NUMBER AVAILABLE2SKILLS AdministrativeSupport Multi-LineTelephone Operation Shipping andReceivingUnderstanding ComputerProficiency Closing Sales Call Triaging Technical SupportService StandardCompliance TrainingDevelopmentAptitude ProcessOptimization ReadingComprehension Project ManagementAbilitiesPROPERTY MANAGER ROBINSONS PROPERTY MANAGEMENT  01/2017 TO CURRENT Built and maintained a thriving community that catered to resident service needs and expectations. Motivated, engaged and coached a team of 6 specialists to effectively market, lease and operate at all levels. Scheduled and supervised both maintenance and caretaking of daily operations and projects including renewal and vacant inspections while ensuring inventory expectations are met. Managed the physical and financial performance of the property in accordance with the established budget. Analyzed and delivered accurate financial and operational performance reports. Handled tenant complaints promptly and appropriately, calling in repairmen and other support services.TAX PREPARER ROBINSONS TAX SERVICES  01/ 2008 TO CURRENT Answer calls and resolve issues as they arise. Qualify, review, and update scanned documents for records. Enter the data for all incoming information and prepare all outgoing information. Maintain a high level of direct contact with the public. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. Compute taxes owed or overpaid, using adding machines, computers, and other office equipment to complete entries on forms, following tax form instructions and tax tables. Interview clients to obtain additional information on taxable income, deductible expenses, and allowances.LDR MS. LANAE D. ROBINSONFINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 EMAIL AVAILABLE PHONE NUMBER AVAILABLE3 Managing MultipleTasks CustomerRelationshipManagement Route Dispatch ProductOrganization Delivery Scheduling Clerical Support Travel Planning Quality Control RecordkeepingStrengths ExecutiveManagement Support Minute Taking Product Promotion Customer Service Call CenterOperations Schedule Mastery Document Control Office EquipmentProficiency Critical Thinking Promotional Support Prepare or assist in preparing simple to complex tax returns for individuals, estates, and small businesses.AGENT WORLD FINANCIAL GROUP 04/ 2020 TO 04/ 2022 Learn about the other opportunities offered in the financial markets, such as Securities, Annuities' and Mutual Funds Perform administrative tasks, such as maintaining records and handling policy renewals. Informed clients of policies and procedures. Resolved caller issues quickly and thoroughly. Obtained client information by answering telephone calls. Advised customers about new products and assisted customers in determining best insurance product for needs. Answered 300 calls per day. Compiled lists of potential clients to develop and expand book of business. Documented caller information in Microsoft Excel. Liaised between new customers and various departments throughout organization.AGENT PRIMERICA FINANCIAL SERVICES 05/ 2016 TO 01/ 2017 Liaised between new customers and various departments throughout organization. Increased company profits by 30% by exceeding individual daily sales goals. Used Agent Database to input and process 400 call leads per day. Used Microsoft Office to prepare weekly sales reports containing customer information related to products and services purchased. LDR MS. LANAE D. ROBINSONFINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 EMAIL AVAILABLE PHONE NUMBER AVAILABLE4 Quoted prices and credit terms to prepare policy contracts. AGENT AMERICAN INCOME LIFE 01/2015 TO 01/2016 Collaborated with 25 team members to resolve issues and identify appropriate issues for escalation. Assisted callers to achieve organizational goals. Obtained knowledge on how to operate various pieces of equipment. Organized and coordinated meetings and conference calls with various individuals. Fielded customer service inquiries and calls from customers throughout country. Handled and resolved customer complaints through active listening skills and compassion. Provided customer service for 400 inbound and outbound calls per shift by answering questions and providing basic troubleshooting support. Called 500 prospective clients in market area per day to explain products offered and qualify leads.EDUCATIONMASTER OF SCIENCE IN AGRICULTURAL ECONOMICS  2012  ALCORN STATE UNIVERSITYAgricultural Business and Economics Club MemberFuture Farmers of America Member3.4 G.P.A.LDR MS. LANAE D. ROBINSONFINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 EMAIL AVAILABLE PHONE NUMBER AVAILABLE5BACHELOR OF ARTS IN POLITICAL SCIENCE 2007 ALCORN STATE UNIVERSITY Pre- Law Club MemberFuture Business Leaders of America MemberDeans List Scholar2.7 G.P.A.LICENSED INSURANCE AGENT 2015, 2022 MS & TX DEPARTMENT OF INSURANCELicense Information:License Number: 10344157, 2155521NPN: 17475315Accident, Health or Sickness, LifeLife, Accident, Health and HMOVOLUNTEER EXPERIENCE OR LEADERSHIPAgricultural Research ProjectsAgricultural Student AssistantAgricultural Student Liaison to Community FarmersFarm Organizational PlansStock Market ProjectAgricultural Commodities ProjectAgricultural StatisticsResource Economics

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