Customer Service Financial Services

*

LDR

OBJECTIVE

Customer Service

Representative bringing top-

notch skills in oral and written

communication, active listening,

and analytical problem-solving

skills. Enhances customer

experiences by employing

service-oriented behaviors,

understanding customer desires,

and providing customized

solutions to build loyalty.

Passionate about promoting

lasting customer satisfaction by

delivering quality service and

unparalleled support. Proficient

in customer service best

practices and business related

options, in financial services and

agricultural economics

industries.

EXPERIENCE

AGENT• 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. ROBINSON

FINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 ad69tn@r.postjobfree.com 817-***-****

LDR MS. LANAE’ D. ROBINSON

FINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 ad69tn@r.postjobfree.com 817-***-****

2

SKILLS

• Administrative

Support

• Multi-Line

Telephone Operation

• Shipping and

Receiving

Understanding

• Computer

Proficiency

• Closing Sales

• Call Triaging

• Technical Support

Service Standard

Compliance

• Training

Development

Aptitude

• Process

Optimization

• Reading

Comprehension

• Project Management

Abilities

PROPERTY MANAGER• ROBINSON’S 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• ROBINSON’S 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. ROBINSON

FINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 ad69tn@r.postjobfree.com 817-***-****

3

• Managing Multiple

Tasks

• Customer

Relationship

Management

• Route Dispatch

• Product

Organization

• Delivery Scheduling

• Clerical Support

• Travel Planning

• Quality Control

• Recordkeeping

Strengths

• Executive

Management Support

• Minute Taking

• Product Promotion

• Customer Service

• Call Center

Operations

• Schedule Mastery

• Document Control

• Office Equipment

Proficiency

• 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. ROBINSON

FINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 ad69tn@r.postjobfree.com 817-***-****

4

• 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.

EDUCATION

MASTER OF SCIENCE IN AGRICULTURAL ECONOMICS • 2012 • ALCORN STATE UNIVERSITY

Agricultural Business and Economics Club Member

Future Farmers of America Member

3.4 G.P.A.

LDR MS. LANAE’ D. ROBINSON

FINANCIAL SERVICES, AGRICULTURAL ECONOMICS DALLAS, TX 75228 ad69tn@r.postjobfree.com 817-***-****

5

BACHELOR OF ARTS IN POLITICAL SCIENCE• 2007• ALCORN STATE UNIVERSITY Pre- Law Club Member

Future Business Leaders of America Member

Dean’s List Scholar

2.7 G.P.A.

LICENSED INSURANCE AGENT• 2015, 2022• MS & TX DEPARTMENT OF INSURANCE

License Information:

License Number: 10344157, 2155521

NPN: 17475315

Accident, Health or Sickness, Life

Life, Accident, Health and HMO

VOLUNTEER EXPERIENCE OR LEADERSHIP

Agricultural Research Projects

Agricultural Student Assistant

Agricultural Student Liaison to Community Farmers

Farm Organizational Plans

Stock Market Project

Agricultural Commodities Project

Agricultural Statistics

Resource Economics

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