Branch Manager Customer Service
Resume:
Jessica Amanda Mckenzie
Boulder City, NV *****
505-***-**** - ***************@*****.***
Summary
Award-winning skilled in leveraging extensive network of contacts to build long-term client relationships. Driven to develop strategic sales plans and help clients obtain desired equipment at the lowest rates available, but yet educate my client. Seeking employment with room to Advance. Looking to Relocate out of NV. Experienced professional with a strong background in technology-related roles. Proficient in management & team building, sales, customer service, administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success. Highlights
Organized Self-motivated
Complex problem solver Customer advocate
Natural leader Knowledge of Property and Casualty, Life and Excellent communication skills health, Disability and dismemberment products In-depth knowledge of markets and relationships policies. Expanded business by 53.5% while maintaining 80% rate of customer retention. When I was an agent for Farmers, I hit Crystal Blue vase, Toppers Club and Presidents Club in the first 6 months of my Career. I was the 3rd Agent to hit this award in New Mexico.
Experience
Branch Manager
April 2021 to December 2024
Interwest Safety Supply
• Planned work schedules to maintain adequate staffing levels.
• Verified cash by balancing cash drawers and maintaining cash count records.
• Designed sales and service strategies to improve revenue and retention.
• Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
• Managed and inspired team members to perform to their full potential, driving branch profitability.
• Assigned duties to employees and examined work for accuracy, neatness and timeliness.
• Disciplined employees to encourage compliance with company policies and procedures.
• Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
• Supported outside sales force in servicing and obtaining new business.
• Established and built customer relationships through targeted outreach and initiatives.
• Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
• Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
• Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
• Increased efficiency and drove branch revenue by optimizing daily operations.
• Grew business banking relationships through proactive outreach.
• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Developed invoicing systems and internal controls to boost billing efficiencies.
• Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
• Conducted reviews and evaluations for cost-reduction opportunities.
• Analyzed competitors and market trends to facilitate business growth. Road safety supplies, Equipment
Purchasing / Shipping and receiving
Accomplishments
Installed and repaired guardrails, highway signs, and road markers to improve road safety. Monitored and reported on the maintenance and safety of facilities to ensure a secure environment. Administered and coordinated emergency procedures or care, enhancing onboard safety Slot Auditor
June 2020 to April 2021
MGM Resorts Las Vegas, NV
Conducted financial audits to ensure compliance with generally accepted accounting principles (GAAP) and international financial reporting standards (IFRS).
Conducted audits on internal controls and developed reports on findings. Reviewed company financial statements for accuracy, completeness, and compliance with legal and regulatory requirements. Maintained confidentiality of company information obtained in audit assignments. Oversaw full accounting cycle and prepared applicable financial statements. Performed audits of operational and financial areas to check compliance. Researched and implemented best practices to improve audit results. Reduced audit fees by bringing audit processes in-house.
Call Center Customer Care
Nov 2019 to Dec 2021
William Hill Call center and Caesars Sports book
• Conducted customer service via Phone, Text or email.
• Made corrections on customers online bets.
• Updated their personal accounts.
• Verified and investigated winnings
• Educated customers on rules on all sporting events and payouts Licensed Agent
May 2015 to March 2020
State Farm Henderson, NV
Ran prospect and lead reports on weekly basis and distributed to appropriate personnel. Determined correct products or services to best fit with customer needs. Maintained pleasant and cordial attitude, remaining calm when issues arose. Evaluated and identified opportunities to drive process improvements, positively impacting customer experience. Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets. Implemented marketing strategies to attract new clients. Conducted due diligence on behalf of clients for various transactions. Analyzed performance data to identify areas for improvement and growth. Provided strategic advice to clients based on analysis and market knowledge. Reviewed and advised on legal documents to protect clients' interests. Reported regularly to senior management on client activity and business development progress. Facilitated communication between parties to ensure mutual understanding and agreement. Managed client portfolios, ensuring optimal satisfaction and retention rates. Responded to client inquiries and resolved issues promptly. Developed personalized plans to meet clients' specific needs and goals. Led training sessions for junior agents to enhance team capabilities. Organized and participated in networking events to expand professional contacts. Responded promptly to customer service calls and inquiries from diverse groups of individuals. Prepared and delivered presentations to clients and management. Kept abreast of regulatory changes and industry standards to ensure compliance. Completed research to thoroughly understand client requirements. Utilized CRM systems to track client interactions and progress.
Customer Service / Assistant
March 2013 to May 2015
State Farm Ken Brudos Agency A, New Mexico
Retained [80] % of policyholders during annual renewal period. Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Called, Developed, implemented and monitored new underwriting guidelines for the agency. Promoted agency products to customers in person, on the telephone and in writing. Compiled coverage and rating information in an accessible format. Promoted agency products to customers in person, on the telephone and in writing. Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals. Submitted up-to-date activity and production logs to agency management for review. Pursued continuing education and training programs to continue professional development. Followed up with potential clients regarding online information requests. Presented and clearly explained insurance policy options to clients based on their needs and goals. Developed productive working relationships with car dealers, loan processors and other business partners in the community. warm leads each week to expand client base. Agent / Owner
February 2007 to June 2012
Farmers Insurance Group Albuquerque, New Mexico
Small Business owner / Office manager
Marketing
Sales & Service
Growing my business Payroll
Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets. Evaluated and identified opportunities to drive process improvements, positively impacting customer experience. Conducted due diligence on behalf of clients for various transactions. Monitored financial markets and advised clients on investment opportunities. Utilized CRM systems to track client interactions and progress. Completed research to thoroughly understand client requirements. Reviewed and advised on legal documents to protect clients' interests. Provided strategic advice to clients based on analysis and market knowledge. Managed client portfolios, ensuring optimal satisfaction and retention rates. Office Manager / Customer Service / Sales
November 1999 to November 2002
State Farm Insurance Robert Ellsworth Albuquerque, New Mexico during this time I got licensed. and just gave birth to my daughter. The only reason I'm not still with Mr. Ellsworth is he retired. I Pursued continuing education and training programs to continue professional development. Followed up with potential clients regarding online information requests. Presented and clearly explained insurance policy options to clients based on their needs and goals. Developed productive working relationships with car dealers, loan processors and other business partners in the community. I Called all Researched coverage and premium options and supplied clients with the best coverage available. I Finalized and maintained all types of personal lines insurance policies within the agency. I Drafted quarterly reports for management review. Coded claims forms and mediated disputes between carriers and clients. Promoted client retention through high-quality service and follow through. I also completed account proposals in a professional and timely manner. Finally, I called lapsed customers each week to inquire about continuing needs. Education
High School Diploma: High School Diploma, 2004
Valley High School Albuquerque, New Mexico, USA
Reference:
David Beason
Interwest Safety Supply
Reyna Sullivan
Jane Construction
Tommy
Work Zone Traffic Service
Michelle Boyd
Walk this Way
Jeff Jones
City of North Las Vegas- Road Dept
Contact this candidate