Post Job Free
Sign in

Customer Service Representative, supervisory/leadership, analytical

Location:
Orlando, FL, 32801
Salary:
Negotiable
Posted:
August 14, 2023

Contact this candidate

Resume:

Abegail Barker

256-***-****

adyxei@r.postjobfree.com

PROFESSIONAL SKILLS SUMMARY

● Exceptional supervisory/leadership, analytical, critical thinker, interviewing,

communication, organizational, training, mentoring, and report writing skills.

● Meticulous, extremely resourceful, excellent with research.

● Excellent at multitasking and managing projects, successfully.

● Organized and adaptable.

● Excellent at working in a group setting or independently.

● Proficient in Word, Excel, PowerPoint, Access, Outlook, Lotus Notes, CRM systems,

etc. and a quick learner

PROFESSIONAL HISTORY

FINANCIAL SERVICES - Florida: Independent Contractor: May 5, 2023 - Present

World Financial Group (present), New York Life World Financial Group, and Globe Life Insurance

• Conduct Financial Need Analysis.

• Utilizing expansive product lines.

• Guide individuals, families, and businesses towards the financial strategy that is

right for them.

Outcome: Educate clients about where they are financially, where they need to be, and how to reach their financial goals.

PROPERTY & CASUALTY- Florida: License Sale Professional and Customer Service Rep: June 5, 2023 - July 3, 2023 and January 27, 2022 - June 17, 2022

Farmers Insurance and Allstate Insurance

• Conducted needs analysis of clients.

• Matched needs with the required products.

Outcome: Educated clients about the importance of having adequate insurance to ensure their assets and family were properly protected.

HUMAN SERVICES – New York: Investigator, Assistant Director, Quality Assurance and Training Coordinator

Adapt Community Network July 2019 - October 2021and The Salvation Army August 2016 - April 2019

• Analyzed clients’ data, conducted audits, investigations and created reports.,

• Created training curriculum and spearheaded the training while overseeing several

programs.

Outcome: Remaining in compliance with State regulations, agency policies, and protocol pertaining to residential services provided to People with Intellectual and Developmental Disabilities. In addition, the reduction in the level of abuse and neglect by staff/peers. This resulted in these clients living richer lives. This was accomplished through:

1. Creation and implementation of a training curriculum, which captured federal and

state requirements along with the agency’s policies and procedures.

2. Improved staff morale and performance.

3. Adherence to the reporting protocols and other federal and state regulations

pertaining to incidences.

4. Implementation of Person-Centered Approach and community integration.

NON-PROFIT – New York: Office Manager

The Salvation Army June 2015- August 2016 and Catholic Charities Brooklyn & Queens February 10, 2014- 2015

Outcome: Setup and implemented administrative systems to ensure the department ran efficiently. This was achieved by working closely with the department’s head, executives, and management. This resulted in an efficient flow of information within the department and throughout the organization. The department also experienced significant improvement in communication with clients, advocates, vendors, funders, and other federal and state agencies.

RESTAURANT- Alabama: Business Manager

Mangoes Caribbean Restaurant June 2012- January 2013

Outcome: Played a vital part in the early set-up stages of the business along with creating the administrative department of the business.

EDUCATION

CENTRAL INSURACNE SCHOOL

Residence Insurance License:

● Florida: 440 Certified Customer Service Representative -2/4/20222

● Florida: 240 Health Insurance License – 10/20/2022

● Florida: 214 Life incl Variable Annuity – 1/16/2023

NON-RESIDENCE INSURANCE LICENSE:

● New York: Life, Variable Life/Variable Annuities, Accident & Health – 2/24/2023

● California: Insurance Producer: Accident & Health or sickness and Life -3/24/2023

● Alabama: Insurance Producer: Accident & Health or sickness & Life -4/11/2023

UNIVERSITY OF PHOENIX

• Graduate Accounting Certificate (01/ 2015- 06/2015) GPA 3.67

o Communication for Accountants, Financial Accounting, and Accounting Theory and

Research

• Master of Business Administration (04/2012-10/2013) GPA 3.39

• Bachelor of Science in Health Administration/Health Information Systems (12/2009 –

02/2012) GPA 3.65



Contact this candidate