Customer Service
Resume:
Joseph Alexander Moss III
Schaumburg, Illinois 60195
**.*******@*****.***
QUALIFICATIONS:
Licensed agent with more than ten years of providing excellent customer
service. Strong background in problem solving and implementing new ideas to
market products. Possess outstanding interpersonal skills with the ability
to enhance new and existing customer relationships. Proficient in
multitasking and time management.
EXPERIENCE:
Intuit Support Representative Plano,
Texas 2013-2014
. Provided technical assistance and guidance for national customer
base
. Worked within team dynamic to increase new customer base and
retention for an expanding new line of business.
McAfee Lead Development Plano, Texas
2013
. Maintained expected prospecting goals, calling on new business
leads and existing customer base.
. Qualified prospects and navigated company structures to identify
key decision makers
. Explained security features/benefits to generate new customer
interest and upsold new solutions to existing customer base
. Continuously shared information and worked with Account Managers
from all territories to close business and balance short and
long term goals.
TIAA-CREF Retirement Consultant Lewisville, Texas
2008-2012
. Counseled participants on broad range of financial services
including pension plans, tax deferred annuities, IRAs and
investment options
. Cross-sold other retirement accounts to maximize member
relationships
. Consistently exceeded new account close ratio goals and client
satisfaction goals
. Identified process issues and corresponding resolutions for
complex problems
Fidelity Investments 401k Specialist Westlake, Texas
2006-2007
. Provided education and consultative guidance regarding
retirement readiness
. Resolved customer inquiries, requests, and service issues with
industry expertise and heightened understanding of suitable
products and services
. Established and maintained customer trust and confidence by
anticipating customer needs and providing effective solutions
EDUCATION AND LICENSES:
University of North Texas B.B.A., Marketing
Expected 2015
General Lines Agent Life, Health, Accident, HMO
04/09/2008
Natl. Assoc. Of Sec. Dealers SERIES 6
02/06/2007
SERIES 63
04/30/2007
ACTIVITIES AND RECOGNITION:
Toastmasters International: VP of Public Relations
01/2012-08/2012
UNT Models of Style Exposed: President
05/2005-05/2006
Director of Marketing
08/2003-05/2005
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