Customer Service Representative

Stanley A. Williams

619-***-**** adzu1b@r.postjobfree.com

Objective

Experienced Sales/Customer Service Rep seeking a position in the work field where my skills can contribute to the company’s prosperity. Always eager to learn new skills and demonstrate my efficiency in my position. A fast learner, reliable, responsible, organized, and hardworking; can be part of a team that works successfully together to provide the best quality care for clients. Skills

■Adaptable ■Diverse Negotiation Skillset ■Client Assessment ■Cross-selling ■Word/Excel ■Relationship Management ■Onboard New Clients ■Manage Training Workflows ■Webinar Presentations ■Accounts Receivable/Financial Management ■Multi-task Experience

Assurance IQ-LLC (a Prudential Company) August 2021- March 2022

• Managed inbound calls to analyze their ability and needs to verify and determine their next year’s Medicare Plan selections

• Introduced calling customers to their available Medicare Health Coverage, and

• Enrolled customers into their selected Medicare Advantage Plans from the pre-Open enrollment Period through its end. Sitel Operating Corp August 2020-December 2020

Customer Service Representative

● Managed scheduled call-out appointments and assisted clients by analyzing their needs and abilities for selecting their Medicare coverage

● Introduced customers to available Medicare Health coverage

● Performed customer service inquiries from existing policies, including balance and reimbursements on their Medical Savings accounts

● I am one out of 150 selected agents from Sitel's 2000+ national agent force to remain after Open Enrollment of 2021 ended Family First Life NW (IMO) January 2018-July 2020

Branch Manager/Licensed Life Insurance Agent/Sales

● Found clients to build book of sales

● Selected and trained life insurance agents into branch Mazatzal Hotel & Casino June 2014-June 2017

Players Club Representative/Marketing Department

● Answered, reviewed, and explained all current and future promotions to members of Players Club

● Issued new Players Club memberships

● Accomplished member requests for cash and players' point balances

● Issued earned complimentary benefits to members who qualified for comps

● Placed #1 in department for largest total of new memberships for 6 out of 12 months

● Received largest quantity of written complimentary letters from club members to the department heads for the marketing department Headquarters: United States Air Force November 2011-December 2012 Customer Service Accounting Technician

● Answered, reviewed, and corrected errors in accounting agencies from USAF bases worldwide

● Assisted in transfer and set up of new software of Incident Resolution system

● Assisted in setting up new reporting system for bases world-wide and wrote the User’s Guide

● Helped initiate the new incident inquiry system including writing the User's Guide for users Financial West Group FINRA Broker/Dealer (“FWG”) April 1990-December 2012 Branch Manager-OSJ Management

● Series 24, 6, 7 & 63 NASD/FINRA license

● Supervised satellite offices in 6 states

● Performed annual branch audits of assigned branches

● Helped create Investment Advisory Services (RIA) at firm

● Trained registered representatives on sales, products & regulations

● CPA referrals to several large 401(k) plans to bring them into regulatory compliance-Mosey Auto Group & Marvin K Brown Auto Dealers Education

California State University Los Angeles, CA

B.S. in Business Administration & Finance

University of Southern California Los Angeles, CA

Studied toward Masters in Aerospace Operations Management San Diego State University San Diego, CA

Studied toward Masters of Business Administration

College of Financial Planning Denver, CO

Earned the Professional Designation of Certified Financial Planner

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