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Customer Service Account Manager

Location:
Providence, RI
Posted:
November 11, 2023

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Resume:

Meghan Amaral

Cranston, RI *****

ad01xi@r.postjobfree.com

+1-401-***-****

Authorized to work in the US for any employer

Work Experience

Sr. Account Manager

LIFETOUCH/SHUTTERFLY - Cranston, RI

September 2021 to October 2022

Was in charge of setting up/managing school accounts and setting up their photo days and helping to make their experience a satisfactory one. I also work with league sports as well as underclass accounts as well.

Answering phone calls with questions and helping Customer service with their load. Data Analyst

Tarnell Company - Providence, RI

June 2018 to October 2019

• Proficient typing and transcription, as well as some accounting skills,

• Communication (written and verbal) skills with coworkers as well as Clientele.

• Organisational and time management abilities including Analyzing and filing reports as needed.

• Accuracy and attention to detail.

• Proficient in Multi-tasking.

Claims Analyst

COMSEARCH - Warren, RI

February 2015 to June 2018

Data entry, as well as communicating with customers and Agents about their Auto claims. Analyzing Auto damages and communicating with Body Shops and Mechanics and or Technicians regarding that damage. Sales Agent

National Agents Alliance - Barrington, RI

February 2015 to June 2015

Determine customers' financial services needs and prepare proposals to sell services that address these needs.

• Contact prospective customers to present information and explain available services.

• Prepare forms or agreements to complete sales.

• Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

Home Maker

A Caring Experience - Providence, RI

August 2014 to December 2014

Responsibilities

Caring For My patient

CNA/Caregiver

St Judes Home Care - Cranston, RI

May 2008 to August 2014

Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.

• Care for patients by changing bed linens, washing and ironing laundry, cleaning, or assisting with their personal care.

• Entertain, converse with, or read aloud to patients to keep them mentally healthy and alert.

• Administer prescribed oral medications, under the written direction of physician or as directed by home care nurse or aide, and ensure patients take their medicine.

• Plan, purchase, prepare, or serve meals to patients or other family members, according to prescribed diets.

• Accompany clients to doctors' offices or on other trips outside the home, providing transportation, assistance, and companionship.

• Direct patients in simple prescribed exercises or in the use of braces or artificial limbs.

• Provide patients and families with emotional support and instruction in areas such as caring for infants, preparing healthy meals, living independently, or adapting to disability or illness.

• Perform a variety of duties as requested by client, such as obtaining household supplies or running errands.

Sr. Loan Officer

Amerifi Mortgage - Johnston, RI

October 2005 to February 2008

Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

• Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

• Meet with applicants to obtain information for loan applications and to answer questions about the process.

• Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.

• Review loan agreements to ensure that they are complete and accurate according to policy.

• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.

• Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

• Work with clients to identify their financial goals and to find ways of reaching those goals.

• Interview, hire, and train new employees.

Customer Service

Walmart - Seekonk, MA

April 2004 to December 2004

Greet customers and ascertain what each customer wants or needs.

• Compute sales prices, total purchases and receive and process cash or credit payment.

• Place special orders or call other stores to find desired items.

• Inventory stock and requisition new stock.

• Ticket, arrange and display merchandise to promote sales.

• Exchange merchandise for customers and accept returns.

• Clean shelves, counters, and tables.

• Help customers try on or fit merchandise.

• Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.

• Bag or package purchases, and wrap gifts.

Education

High School Diploma

East Providence High School - East Providence, RI

June 1990

Skills

• Life Licenced (1 year)

• Excel

• Powerpoint

• MS Office

• Microsoft Office

• Business Intelligence

• Infant Care

• Loan Officer Experience

• Business Analysis

• Financial Services

• Data entry

• Office experience

• English

• Customer service

• Credit Analysis

• Proposal Writing

• Underwriting

Assessments

Customer service — Proficient

July 2021

Identifying and resolving common customer issues

Full results: Proficient

Data entry: Attention to detail — Completed

September 2021

Maintaining data integrity by detecting errors

Full results: Completed

Customer focus & orientation — Proficient

July 2021

Responding to customer situations with sensitivity Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

• I Obtained a Licence as A Producer of Life Insurance in June of 2015

• Proficient with Use and Applications of the Personal Computer and Microsoft Word

• Excellent Customer Service Skills

• Strong Negotiation and Interpersonal Skills



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