Data Entry Csr

OLAWUNMI UMEJIAKU

Indianapolis IN 323-***-**** ************@*****.***

PROFESSIONAL SUMMARY

Ambitious and detail-oriented professional who consistently meets and exceed employers’ expectations, offering over 6 years of excellence in client service, Insurance, Compliance, Auditing and Operations Management. Proven record of resolving issues quickly and efficiently in turn reducing client dissatisfaction. SKILLS/ EXPERTISE

• Proficiency in the use of Microsoft Office Tool

(Excel, PowerPoint & Words).

• Excellent verbal and written communication

skill

• Data entry and administration

• Critical thinking skills

• Excellent time management skills

• Strong organizational skills and Excellent

Attention to details

• Enhance Due Diligence comprehension

• World Class Customer service

• Documentation and reporting

• Knowledge of KYC

PROFESSIONAL EXPERIENCE

ADVISOR GROUP

Operations Processing Specialist Dec 2021 Till Date

• Interact with Clearing Firms on routine brokerage account processing request

• Review Process and follow up on various brokerage and non brokerage account request.

• Assist in training co-workers to act a backup for primary responsibility

• Assist with special Project and research

• Provide high level of supports to independent financial Advisors

• Answer internal and external calls,make outbound calls to financial Advisor.

• Exercise judgements to know when to escalate issues to managers. CHARLES SCHWAB: Indianapolis, Indiana (USA)

Financial Services Professional Dec 2019- October 2021

• Educate Client and help with navigations on Accounts

• Educate client on how to own their future by making right financial decisions and providing knowledge of services that best suits their need

• Recommend appropriate solutions that aligns to Client’s goal

• Provide world class service by putting the clients first

• Take inbound calls and using investigative skills to resolve client’s issue

• Perform necessary Data entry post-call.

GEICO: Indianapolis, Indiana (USA)

CSR/Insurance Counselor August 2017-November 2019

• Take inbound calls from customers asking about a wide range of topics

• Research and resolving customers' complaints.

• Perform necessary data entry post-call.

• Improve processes by recommending efficiency

• Counseling and educating customers regarding their insurance policies.

• Assisting customers understand a variety of options available to them as well as the benefits. Stericycle Expert Solutions: Indianapolis, Indiana (USA) March 2016- August 2017 Call Centre Supervisor

• Ensuring adherence to company’s policies as well as established procedures for call attendance.

• Measuring performance using key metric like calls waiting, call abandonment.

• Anticipating escalations and taking over calls when needed.

• Devising ways of optimizing procedures and keeping staffs motivated.

• Research, identify and resolve customers complaint.

• Follow up customer where necessary and reporting to upper management on problem and issues

• Assisting in setting of targets /goals for team members. Sterling Bank Plc: Lagos, Nigeria

Internal Auditor/Compliance officer July 2012-

February 2015

• Assess Compliance with financial regulations and control

• Examine wide range of documentation

• Checking various financial documents and reports for accuracy and compliance

• Reporting audit results to senior management and giving recommendations that are relevant

• Helping external auditor ensuring their examination is completed promptly. Sterling Bank Plc: Lagos, Nigeria

Customer Experience Management personnel February 2010-Jun 2012

• Acknowledged customer issues and resolved their problems quickly and efficiently.

• Assisted clients in understanding their available options and help them select the right service plans for their needs.

• Collaborated with team members to discuss market information and strategies.

• Contacted existing and new customers to discover their needs and to explain how certain products could be useful to them.

• Emphasized the specific product features that would stand out to customers showing them products limitations and capabilities.

• Evaluated the customers’ needs and provided service options to meet their requirements

• Fulfilling administrative duties, including completing and filing paperwork, directing a multiline phone and settling appointments.

• Identified prospective customers through use of business directories, conferences, trade shows and by following existing clients’ lead.

EDUCATION

Chartered Institute of Strategic Management, Lagos, Nigeria November 2014 Associate Membership

LIFE INSURANCE Dec 2021

FINRA

Securities Industry Essential (SIE) July 2020

PSM1

Professional Scrum master

Federal Polytechnic Offa, Kwara, Nigeria May 2014

BSC/Higher National Diploma (Business Administration)

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