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Customer Service Relations Specialist

Location:
Philadelphia, PA
Salary:
Min. $30 hr
Posted:
October 13, 2022

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Resume:

Samirah Adrienne Seaford

**** * ***** ** • Philadelphia, PA 19140

267-***-****

adsz5h@r.postjobfree.com

SKILLS AND QUALIFICATIONS

●MS Word, Excel, Powerpoint, and Outlook

●Maintains confidentiality

●Property & Casualty Licensed

●Accident & Health Insurance Licensed

●Life Insurance Licensed

●Host of Annual “3500 Block Gratz St. Community Resource Event

●Positive attitude and demeanor

●Excellent interpersonal skills

●Team-player

●Works well independently

●Detail-oriented

●Reliable and dependable

Notary Public License

EDUCATION

Peirce College - Philadelphia, PA 2007- 2010

BS Business Administration

Community College of Philadelphia 2006-2009

General Studies

PROFESSIONAL EXPERIENCE

Wells Fargo Bank

Bank Teller 6/2017 – 1/2019

●Go above and beyond for customers, inspires team members regarding sales and service.

●Aspire to deliver world class customer service, ensures customers leave my line with satisfaction and a smile.

●Four week average banker introductions at 9.75 – conversations starters dispositioned at 86.9%

●Drive sales through service.

●Achieve sales and referral goals by developing a positive customer experience building healthy lasting relationships community growth focused.

Western & Southern Life - Bala Cynwyd, PA

Licensed Financial Advisor 12/2016 – 6/2017

●Determines clients' needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.

●Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

●Obtained underwriting approval by completing application for coverage.

●Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.

●Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.

●Provided death benefits by delivering policy proceeds; reassessing client needs.

●Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Brian Beard Allstate Agency - Philadelphia, PA

Licensed Sales Producer/Customer Relations Specialist 3/2015- 11/2016

●Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.

●Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Hosted insurance seminars at clinics, schools, public recreations centers.

●Manage all facets of customer retention (CRM) including participating in the resolution of customer concerns and defining and developing a customer contact strategy.

●Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups about financial well-being. Performed at $25,000.00 monthly premium.

●Complimented with years of expertise in project management, client management, customer engagement/relations and product management in multiple vertical industry Demonstrate

●Leadership, event project management, strategy, marketing, communications and teambuilding skills are key to this role.

Citizens Bank - Philadelphia, PA

Universal Personal Banker/ Personal Customer Relations Specialist 2/2014 -3/2015

●Top Banker Awards for all quarters

●Went above and beyond for customers.

●Drive sales through service. Achieve sales and referral goals by developing a positive customer experience.

● Manage all facets of customer retention (CRM) including participating in the resolution of customer concerns and defining and developing a customer contact strategy.

●Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups about financial well-being.

●Complimented with years of expertise in project management, client management, customer engagement/relations and product management in multiple vertical industry

●Demonstrated leadership, event project management, strategy, marketing, communications and teambuilding skills are key to this role. Educated consumers on banking products.

●Represent customer service organization on cross functional projects of moderate complexity and work towards achieving customer and key stakeholder acceptance of deliverables.

Allstate Insurance Ruby Huang Agency – Philadelphia, PA

Customer Sales Producer/Operations Manager 4/2012-2/2014

●Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.

●Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.

●Hosted insurance seminars at clinics, schools, public recreations centers.

●Manage all facets of customer retention (CRM) including participating in the resolution of customer concerns and defining and developing a customer contact strategy.



Contact this candidate