KRISTIN L. DUNNING

OBJECTIVE SKILLS/EXPERIENCE

**** ** **** ****** *********, OK 73065 405-***-**** ad41ts@r.postjobfree.com To excel with an established and growing organization that is customer-centric and integrity-oriented, where I can add great value through hard work and continue to utilize and enhance my professional skills.

WORK HISTORY

Written and Oral Communication

401Kʼs, IRAʼs, stocks, and 529

Plans

Sales

Vendor Management

Legal Document Management

Project Management

Current position and job:

Personal Lines Account Manager

Glenn Harris & Associates dba Higginbotham

Service a book of business to clients regarding their personal lines insurance needs. Abbey Road Waitstaff

PRN Waitstaff for catering company.

2019-present

WAITRESS/SERVER MOORE-WARREN THEATER

2019 -September-August 2021

Financial Planning

Productivity SW (MS Office,

Adobe, etc.) Organization

Marketing Campaigns Database Management Team Collaboration

● Serving, waitressing-liquor licensed, food handler licensed PERSONAL LINES ACCOUNT MANAGER AUGUST 2021-MAY 2023

● Provide customer account management regarding personal line products.

● Provide backup for other team members when needed.

● Follow industry regulations and rules accordingly. ● EMPLOYEE BENEFITS ADMINISTRATIVE SPECIALIST-OKLAHOMA CITY, OK 2018 -September-August 2021

Receive calls from current customers, for inquiries into account research.Utilize proactive skills to assist customers with service requests, account changes, etc.

Assist other team members with any and all service needs, spreadsheets, account maintenance, etc. to insure the quality and service standards set by the company.

Assist in the field of business with enrollment processing such as Insure Oklahoma, Annual Open Enrollments, while maintaining a professional appearance as a direct representation of the company.

CUSTOMER ENGAGEMENT-AMERICAN FIDELITY-OKLAHOMA CITY, OK 2017 -January-September 2018

Receive inbound calls from current customers, for inquiries into account research, in a high-intensity call center environment.Utilize proactive persuasive skills to turn requests for disconnection or downgrade into positive experience opportunities by identifying customer needs.

Achieve monthly key performance metrics, call and order entry productivity standards, and call quality performance through utilization of persuasive skills, defined call flow structure, and adherence to provided schedule.

Currently cross-trained in flex savings accounts, benefits such as cancer, disability, accident, etc. perform task-oriented research to assist getting claims processed in a timely fashion. SALES RETENTION - COX COMMUNICATIONS - OKLAHOMA CITY, OK 2015 - December-January 2017

Receive inbound retention calls from current customers, for sales and revenue generation, in a high-intensity call center environment.Utilize proactive persuasive/retention skills to turn requests for disconnection or downgrade into sales and save opportunities by identifying customer needs.

Achieve monthly key performance metrics, call and order entry productivity standards, and call quality performance through utilization of persuasive skills, defined call flow structure, and adherence to provided schedule.

Educate customers on active product features, service offerings, billing, charges, and product value.

Understand and promote current marketing campaigns in order to sell to or save customers accurately and effectively.

Increase revenue through up-selling and cross-selling video, HSI, wireless, and telephony services to existing customers.

Research and review competitive pricing and service offerings in order to provide competitive price and product comparisons based on customer needs.

Responsible for utilizing multiple customer databases to access, change or input account information for customers.

Provide outstanding customer service, troubleshoot and resolve service and minor technical problems for customers by asking appropriate questions.

Creatively negotiate pricing and bundling by making offers of credits and/or discounts according to Company guidelines.

Complete installation, disconnect, transfer and seasonal downgrade orders and update customer accounts utilizing customer record database.

Other duties as assigned.

ASSISTANT INVESTMENT OFFICER - BAPTIST FOUNDATION OF OK - OKLAHOMA CITY, OK

2015 - May-September 2015

Assist the Investment Officer with day to day functions such as filing, church funds management accounts, maintained online filing data base for account record keeping BRANCH OFFICE ADMINISTRATOR - EDWARD JONES INVESTMENTS - NEWCASTLE, OK 2009-April-March 2014

Educate clients by answering questions pertaining to the stock market, purchases and buyouts, 401k, Simple IRA, Sep IRA, 529 plan for college, banking services, estate planning, mortgage services, customer loans, credit cards and all other general investing

Maintain organized filing system and database

Organize and maintain inventory for entire office

Maintain documents in a manner compliant with federal law

Communicate directly with all financial vendors and wholesalers

Organize marketing campaigns with local newspapers/media

Perform annual audits

MEDICAL RECORDS TECHNICIAN - OU PHYSICIANS - OKLAHOMA CITY, OK 2007-April-March 2009

Maintain and coordinate patient schedules

Assist in multiple customer service matters

Obtain and manage customer demographic information

Update and file patient charts

Coordinate with other departments including lab, x-ray, etc.

Constantly maintain patient information confidentiality BRANCH OFFICE ADMINISTRATOR – EDWARD JONES INVESTMENTS – NEWCASTLE, OK 2001-April-April 2007

Educate clients by answering questions pertaining to the stock market, purchases and buyouts, 401k, Simple IRA, Sep IRA, 529 plan for college, banking services, estate planning, mortgage services, customer loans, credit cards and all other general investing

Maintain organized filing system and database

Organize and maintain inventory for entire office

Maintain documents in a manner compliant with federal law

Communicate directly with all financial vendors and wholesalers

Organize marketing campaigns with local newspapers/media

Perform annual audits

HIGH SCHOOL DIPLOMA – TUTTLE HIGH SCHOOL – TUTTLE, OK - 1997 ASSOCIATES DEGREE IN DIVERSIFIED STUDIES – OCCC – OKLAHOMA CITY - 2005 REFERENCES AVAILABLE UPON REQUEST

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