Customer Service Financial Specialist

Summary

Organized Financial Specialist offers great attention to detail and training in financial systems. Focused on meeting performance targets by multitasking and completing assignments quickly. Stays on top of high volume of work with accuracy and great time management abilities.

Experience

Broker

UnitedHealth Group • Kissimmee, FL

05/2022 - Present

Provided exemplary customer service to customers who requested price quotes, asked about product information, or confirmed stock availability. Established personal connections with customers, exceeding customer service expectation. Increased customer retention by 70%. Onboarded 75 new clients within the first 30 days of a project, resulting in a 10 fold increase in client retention

Financial Specialist

State of Florida

11/2018 - 05/2022

Compiled data from internal sources to identify areas of weakness requiring immediate compliance remediation. Developed and implemented control policies to mitigate risks while enhancing compliance with regulatory agencies. Maintained knowledge of compliance issues and laws by participating in seminars and conducting research. Investigated suspected compliance violations at investment advisory firms and broker dealer locations and assessed the validity of submitted claims.

Insurance Agent

Alpha Direct Agency

04/2011 - 09/2018

Expanded client base with powerful marketing, cold calling, and referral management. Optimized customer service strategies, increasing retention with revitalized focus on customer needs and market demands. Met and maintained monthly and quarterly insurance sales goals through mastery of product and service offerings and market trends. Marketed company offerings and brought in increased revenue through diligent referral source development. Business Manager

Bank Transactions

08/2014 - 03/2017

Helped organization achieve budget and operational targets by effectively managing schedules and resources. Authored budgets, forecasts, and financial reports to meet targets. Completed tax and regulatory filings required for business operations. Managed personnel activities, strategic scheduling, and customer experience control. Handled financial issues across accounts payable, receivable, and payroll. Education

Finance

Kaplan University

04/2017

Michelle Lamm-Semidey

*******************@*****.***/619-***-****/Wesley Chapel, FL Master of Science

English

Phoenix University

10/2015

Languages

English, Spanish

Bachelors of Art

Contact this candidate