Candidate Information Title Customer Service Financial Specialist Target Location US-FL-Wesley Chapel Email Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
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SummaryOrganized Financial Specialist offers great attention to detail and training in financial systems. Focused on meeting performance targets by multitasking and completing assignments quickly. Stays on top of high volume of work with accuracy and great time management abilities.ExperienceBrokerUnitedHealth Group  Kissimmee, FL05/2022 - PresentProvided exemplary customer service to customers who requested price quotes, asked about product information, or confirmed stock availability. Established personal connections with customers, exceeding customer service expectation. Increased customer retention by 70%. Onboarded 75 new clients within the first 30 days of a project, resulting in a 10 fold increase in client retentionFinancial SpecialistState of Florida11/2018 - 05/2022Compiled data from internal sources to identify areas of weakness requiring immediate compliance remediation. Developed and implemented control policies to mitigate risks while enhancing compliance with regulatory agencies. Maintained knowledge of compliance issues and laws by participating in seminars and conducting research. Investigated suspected compliance violations at investment advisory firms and broker dealer locations and assessed the validity of submitted claims.Insurance AgentAlpha Direct Agency04/2011 - 09/2018Expanded client base with powerful marketing, cold calling, and referral management. Optimized customer service strategies, increasing retention with revitalized focus on customer needs and market demands. Met and maintained monthly and quarterly insurance sales goals through mastery of product and service offerings and market trends. Marketed company offerings and brought in increased revenue through diligent referral source development. Business ManagerBank Transactions08/2014 - 03/2017Helped organization achieve budget and operational targets by effectively managing schedules and resources. Authored budgets, forecasts, and financial reports to meet targets. Completed tax and regulatory filings required for business operations. Managed personnel activities, strategic scheduling, and customer experience control. Handled financial issues across accounts payable, receivable, and payroll. EducationFinanceKaplan University04/2017Michelle Lamm-SemideyEMAIL AVAILABLE/PHONE NUMBER AVAILABLE/Wesley Chapel, FL Master of ScienceEnglishPhoenix University10/2015LanguagesEnglish, SpanishBachelors of Art