Customer Service Sales

Summary

Motivated and goal-oriented professional with proven record of success in

customer service and tenant relations. Gifted communicator possessing the

interpersonal skills to forge and sustain critical relationships, ensuring

superior customer and tenant retention rates. Demonstrated ability to

manage multiple simultaneous projects within critical time constraints.

Strong background establishing systems within administrative operations,

sales and customer service that improve customer relations and increase

retention. Proficient utilizing Oracle, BI Web and Purchase Pro.

CAREER EXPERIENCE

paradigm Syosset, New York 2012 - 2012

Sales Assistant

Selected as assistant to the top-producing agent at this company to assist

with customer service.

. Liable for customer orders to be inputted before 2pm to have delivery

next day.

. Assistant Salesman with converting facilities in converting to a more

sustainable measurable footprint.

. Quantify facilities environmental savings including trees saved/virgin

material saved/resin bases plastics saved.

. Researched products for customers to purchase.

. Accountable for resolving issues with customer orders and/or delivery

Honeywell International, New Hyde Park, New York 2006 - 2012

Customer Care Advocate

Selected by this Fortune 500 provider of consumer products, engineering

services and aerospace systems to build and maintain relationships with an

assigned account base of customers. Accountable for resolving any customer

issues and assisting with the creation and implementation of solutions.

Ensure the timely completion of preventative maintenance and emergency

technician calls, generate leads, monitor for and implement corrective

action on any safety and workplace situations, review customer feedback

surveys, execute monthly PMSRs and communicate new Honeywell offerings to

customers. Maintain a database of all monthly contracts, escalations and

cancellations and process e-receivable actions. Serve as liaison between

departmental staff and customers, ensuring complete customer satisfaction.

. ESTABLISHED AND MAINTAINED STRONG RELATIONSHIPS WITH ALL ACCOUNTS VIA

CONTINUAL FOLLOW UP AND MONITORING OF ANY ISSUES, ENSURING CUSTOMER

RETENTION AND SATISFACTION AND REPEAT AND REFERRAL BUSINESS.

. Met or exceeded all annual objectives regarding customer contact

reporting and customer retention from 2006 to 2009.

. Achieved all face-to-face and account management visit company goals.

. Served as Safety Champion including leading module training for

technicians, hiring outside vendor trainers, coordinating meetings,

purchasing materials and maintaining records, ensuring adherence to all

company safety standards.

. Collaborate with District Operations Leader on the renewal of service

agreements at profitable margins.

. Continually seek out potential revenue-generating opportunities for

Regional Sales Leaders.

. Provide assistance on sales calls as well as project managers with AIA

billings and equipment ordering.

Geico, Woodbury, New York 2004 - 2006

Customer Service Representative

Brought on by the fourth largest private-passenger auto insurer in the

nation to provide policyholder service. Charged with resolving customer

questions and complaints, processing change requests, providing insurance

counseling, accepting payments and setting up payment plans.

. Consistently exceeded accuracy and speed goals, successfully completing

in excess of eight service calls per hour and achieving 80% perfect call

rate, incorporating key questions that increase data collection.

. Processed over 300 change requests per week, processing changes that

include adding and deleting vehicles, drivers and lien holders and

changing policyholder addresses.

. Recognized for successfully completing two years of employment in this

fast paced and transient environment.

Cushman & Wakefield, New York, New York 2001 - 2004

Administrative Assistant

Joined the facility management team of this multi-tenant building to serve

as a liaison between tenants and engineers. Maintained responsibility for

ensuring positive tenant relations, organizing personnel meetings, updating

personnel records, coding and entering accounts payables, creating purchase

orders; and providing administrative support to executive personnel.

. Developed and implemented complaint ticket system that streamlined master

scheduling system, and ensured that all complaints were resolved in a

timely and efficient manner.

. Exhibited exemplary customer service skills, working closely with tenants

to make arrangements for use of community space and providing hands-on

assistance during emergency situations; increasing tenant satisfaction

and improving retention rates.

. Demonstrated accuracy and ability to multi-task, utilizing Yardi software

program to assist Financial Manager with coding and entering payables.

Guardian Life Insurance and Annuity Company, Woodbury, New York 2000 -

2001

Director of Operations

Challenged by multi-service company offering mutual funds, stocks, bonds,

IRAs, annuities and comprehensive insurance services to provide operational

leadership with responsibility for staff development and management,

customer service and overseeing client presentations and financial

transactions. Achieved rapid promotions from Assistant Advisor to Advisor

to Director of Operations.

. Provided ongoing leadership and training for staff regarding life

insurance, brokerage accounts and company procedures; cross-trained

associates and developed procedural manual, enhancing overall office

efficiency.

. Followed up with clients after presentations to offer additional

information and clarification of products and services that maximized

closing rate.

. Maintained insurance models, portfolios and client records utilizing

industry software that included Morning Star and ACT.

. Organized and compiled agent presentations with LEAP system, providing

agents with a comprehensive resource for financial advice in the field.

Metropolitan Life Insurance Company, Jackson Heights, New York 1998 -

2000

Senior Sales Assistant

Selected as assistant to the top-producing agent at this branch to assist

with loans, withdrawals, complaints and buying and selling of mutual funds.

. Organized and researched portfolios for sales customer and created an

individualized document of financial situation including projections

based on current gain/loss information.

. Recognized for developing new customized financial report applauded by

clients and initiated as guide for all corporate agents.

. Developed training programs and troubleshot problems with Lotus Notes,

Microsoft Word and other software programs.

. Quick processing of a multi-million dollar case resulting in improved

company/client relations and increased referrals and investments.

Metropolitan Life Insurance Company, Cedarhurst, New York 1996 - 1998

Sales Support Assistant

Chosen for administrative strengths to open and close this single producing

office housing only one high producing agent. Scope of responsibility

includes ledger entries, purchasing, service requests and compliance

issues.

. Organized the logistics of meetings including location, catering, setup,

agendas, invitations and meeting materials resulting in productive

interactive meetings informing new and experienced agents of new products

and innovative ways to sell existing products.

. Successfully handled customer service complaints to meet corporate

objectives.

. Maintained the computer system by backing up the server, adding/deleting

user accounts and resetting passwords as acting liaison for technical

support.

ERB Medical Billing, Franklin Square, New York 1994 - 1995

Clerk

Brought on with a small office to carry out general administrative duties;

performed all typing, processed insurance claims and ensured smooth work

flow.

Metropolitan Life Insurance Company, Flushing, New York 1993

Clerk

Recruited for summer position performing general administrative duties,

typing, filing, answering telephones, computing sales and preparing weekly

reports and commission reports.

Education and Training

Oneonta State College, Oneonta, New York 1996

Chubb Institute, Westbury, New York 1999 - 2000

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