Customer Service Relations Specialist
Resume:
Samirah Adrienne Seaford
**** * ***** ** • Philadelphia, PA 19140
************@*****.***
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