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Title Financial Services Customer Experience
Target Location US-NC-Charlotte
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  Kodiak CTCharlotte, NC Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLECareer Objective:Position where incorporating financial services and persuasive communication skills in business would be most useful.Skills SummaryReliable, flexible and proactive professional with significant experience in many areas of sales, collections and claim handling including: 1) timely managing sales and collections accounts and relationships, 2) assertively investigating, evaluating and negotiating in order to reach a fair and equitable settlement, 3) aggressively achieving performance goals to manage costs and support company operational standards, and 4) ensuring a positive customer experience through compassionate communication.Professional ExperienceSelectQuote, Overland Park, KS ( remote nationwide )Qualifying people for marketing campaigns during Annual and Open Enrollment Periods for Medicare recipients.Republic Finance, Charlotte, NC ( remote nationwide )Assisted customers in obtaining new loans. Negotiated with customers to collect payments on past due accounts.U.S. Postal Service, Kannapolis, NCAssisted in ensuring timely delivery of mail and parcels to customers in the greater Charlotte, NC area.American Red Cross, Charlotte, NCRecruited donors to give blood while providing excellent customer service consistent with company goalsT Z Insurance Solutions, Charlotte, NCPerformed cost /plan analyses and provided potential clients with insurance recommendations best suited for their individual needs and consistent with product/plan benefits.Aflac District Sales Office, Charlotte, NCManaged accounts, sales relationships and pursued new growth opportunities by marketing voluntary insurance.Southeastern Property Claim Office, Charlotte, NC / Atlanta Property Claim Office, Atlanta, GA1) Used strong negotiation skills to effectively resolve claims without succumbing to pressure.2) Consistently demonstrated leadership, persistence and the ability to work through and solve problems.Work History2022  2024 Sales Development Advisor, SelectQuote, Overland Park, KS2020  2022 Sales / Collections Associate, Republic Finance, Charlotte, NC 2019  2020 City Carrier Assistant, U.S. Postal Service, Kannapolis, NC2016  2019 Telerecruiting Agent, American Red Cross, Charlotte, NC2014-2016 Sales Agent, T Z Insurance Solutions, Charlotte, NC2013 - 2014 Sales Associate, Aflac Insurance Company, Charlotte, NC2005- 2013 Staff Claim Service Adjuster, Allstate Insurance Company, Atlanta, GA/Charlotte, NCMaster of Science, Studies in Aging/Health Care Administration, University of North Texas, Denton, TX Bachelor of Science, Political Science, University of Memphis at Lambuth, Jackson, TN

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