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Associate Client Services

Location:
Westlake Village, CA
Salary:
70,000
Posted:
March 23, 2023

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Resume:

Kyle Orr

**** ******* ******

Westlake Village, CA

805-***-****

adv3gu@r.postjobfree.com

Work Experience:

****-********* ******** ******** ********* Agoura Hills, CA

Account Representative

Received a high volume of inbound calls. Answered customer’s questions and concerns via telephony. Examined customer’s account information and handled payments for their account.

Entered customer’s information into database.

2020-2022 The Worldmar Group Thousand Oaks, CA Customer Service Representative Contacting and qualifying new clients and servicing existing clients. Cross-sold various products to prospective and existing clients. Resolved client’s issues and concerns. Entered client data into company database.

2019-2005 Informa Agoura Hills, CA

Account Representative/Research Specialist

Contacted loan officers, and review of current mortgage rates information, and entered data into database. Conducted market research for the mortgage industry for clients. Prepared and proofread mortgage comparison reports based on mortgage comparison data gathered on phone calls and internet research. Recorded client’s information and sales projects data in spreadsheets. Resolved client’s issues about their orders. Upsold additional mortgage products to prospective and existing clients. Participated in various mortgage and inside sales projects and meetings.

2005 Clearcomp Woodland Hills, CA

Inside Sales Representative

Made a high volume of outbound calls to prospective clients, qualified new leads, upsold new services to prospective and existing clients. Scheduled appointments for Senior Sales Representatives. Entered client’s data into company’s database.

2004 Countrywide Calabasas, CA

Customer Service Representative

Received a high volume of inbound calls and answered correspondence lenders questions and concerns. Contacted lenders about their accounts.

Updated new information in client’s loans.

Entered client information and documented contacts into database. Upsold new products to prospective and existing clients.

2003 The Medwell Group Westlake Village, CA

Corporate Sales Development Representative

Inside sales and business development. Contacting and qualifying leads and prospects for investments and electronic maintenance systems. Cross-sold different products to prospective clients. Scheduled appointments for Senior Sales Representatives. Entered client’s information into company database.

1999-2002 On Assignment Calabasas, CA

International Business Development Associate

Inside sales and business development covering North America and Europe. Lead generation & qualifying and cold calling for appointments and order generation, direct mail follow-up, trade show follow-up and prospect database creation. Scheduled and coordinated appointments for Senior Account Managers throughout the USA and Canada. Upsold new services to clients.

Completed Foundation Sales Training and monthly modules covering consultative selling and objection handling. New market research and development to support Pan-European expansion of new branch offices across Western Europe. Participated in research and recruiting projects in different departments.

1998-1999 Prudential Insurance Woodland Hills, CA

Claims Examiner

Received a high volume of inbound calls. Answered policyholder’s questions and concerns via telephony and email. Examined policyholder’s claims. Entered policyholder’s information into database. Participated in special projects.

1984-1994 Esthetica Beauty Corporation Agoura Hills, CA

Account Executive

Inside sales and order placements and fulfillment.

Contacted and serviced new and existing clients.

Cross-sold various products to prospective clients.

Resolved client claims and concerns. Internal and external customer relations and communications. Participated in various departments.

Education:

Ferris State University Big Rapids, MI

1995-1997 A.A., Liberal Arts

Graduated with Distinction

Computer Skills:

Proficient in the use of Microsoft Word, Excel, Outlook Express, Access, PowerPoint, and Salesforce.



Contact this candidate