Customer Service Call Center

Danielle Merritt

**********@*****.*** 651-***-**** Rockford, MN

SUMMARY

Seasoned professional with 25 years of experience in client engagement and comprehensive service management. Skilled in fostering relationships, insurance negotiations, and coordinating shift schedules. Seeking a Dispatcher/Customer Service Specialist role to leverage call center specialist expertise. WORK EXPERIENCE

Merritt Restoration Rockford, MN

Contractor May 2010 - Present

• Manage a comprehensive suite of construction services, encompassing marketing strategies, financial accounting, talent acquisition, and team development.

• Conduct thorough insurance negotiations, ensuring optimal coverage and cost-efficiency for company operations.

• Deliver specialized expertise in the installation and maintenance of roofing, siding, windows, and gutter systems, maintaining high standards of quality and service. Small Business Insurance Agency Plymouth, MN

Internal Wholesaler Jan 2005 - Dec 2011

• Provided expert consultation to financial advisors on integrating life insurance into comprehensive business and estate planning strategies.

• Cultivated strong relationships with agents from prominent institutions, including Wachovia, AG Edwards, and Wells Fargo, to align insurance solutions with client needs.

• Enhanced the advisory capabilities of financial professionals through targeted insights on product offerings and industry best practices.

Spectrum Financial Services Minnetonka, MN

Marketing Manager Jan 2003 - Jan 2005

• Formulated and executed marketing strategies, encompassing a suite of financial products such as retirement plans and various insurance policies.

• Managed client engagement through sales meetings and coordinated educational seminars for client employees, enhancing product understanding and enrollment.

State Farm Insurance Cedar Falls, IA

Agency Field Specialist Jan 1999 - Dec 2002

• Delivered comprehensive training to agents and staff on a broad range of insurance products, including life and property coverage, as well as financial services, ensuring adherence to market and regulatory standards.

• Enhanced recruiting strategies and compliance protocols through targeted individual and group coaching sessions. EDUCATION

Hamline School of Law

Juris Doctor in Business Law, Business Law

Saint Paul, MN

June 2013 to August 2015

University of Northern Iowa

Bachelor's degree in Communications, Communications Cedar Falls, IA

September 1993 to May 1998

CERTIFICATIONS

ChFC Present

SKILLS

Legal Drafting • Accounting • Project Coordination • Insurance Sales • Legal Research • Leadership • Time Management • Marketing • Data Entry • Roofing • Sales Management • Negotiation • B2B Sales • Recruiting • Communication Skills • Business Development • Account Management • Administrative Experience • Construction

• Office Experience • Management • Wills, Trusts, & Estate Law • Presentation Skills • CRM Software • Phone Etiquette • Restoration Industry Experience • Typing • Financial Planning • Microsoft Office • Customer Service • Problem-solving • Communication • Teamwork • Attention To Detail

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