Customer Service Representative
Resume:
JENNIE
HOBBS
********@***.***
Murrieta, CA 92562
CONTACT
SKILLS
• Word
• Excel
• PowerPoint
• Money Guide Pro
• Managed Account Sol.
• Expert in QuickBooks
• Financial reporting
• Fiscal budgeting
• Top Program Managers Award
Budget development and
management
•
• Six Sigma & Lean Process Cert.
Quantitative and qualitative market
research
•
• Effective leader
• Staff training/development
• Analytical and Critical Thinking
• Multitasking Abilities
• Excellent Communication
• Teamwork and collaboration
• Leadership skills
Bringing expertise in customer service and operations management with strong leadership and communication skills. Experienced in streamlining processes, enhancing team performance, and fostering collaboration. Skilled in financial budgeting and market research with a focus on delivering exceptional service and operational efficiency. PROFESSIONAL SUMMARY
Benefit Customer Service Representative
Willis Towers Watson, San Diego, CA
President
Legacy Senior Referrals, Murrieta, Ca
EXPERIENCE
August 2023 - Present
Enhanced customer satisfaction by efficiently resolving benefits-related inquiries and concerns.
•
Streamlined the benefits enrollment process for new employees, resulting in reduced onboarding time.
•
Supported HR team with benefits administration tasks, ensuring accuracy and
• compliance with company policies.
Collaborated with benefits providers to resolve issues and maintain positive relationships.
•
Handled complex customer inquiries in a professional manner, resolving issues with empathy and care.
•
Provided excellent customer service to customers over the phone, in person and
• via email.
Participated in training sessions focused on developing skills related to providing outstanding customer service.
•
Maintained accurate records of all customer interactions, updating information as needed.
•
May 2013 - Present
Responsible for leading and directing overall operation of company in
• accordance with client needs, government regulations, and policies. Maximizes credibility and client awareness by developing technical/non- technical marketing collateral and presentations, public relations campaigns, articles and newsletters.
•
Drives and oversees implementation of effective budgeting and accounting system that improved efficiency and reduced costs.
•
Delivered operational excellence by optimizing resources, processes, and overall
• cost structure.
OSJ Director
Girard Securities, San Diego, CA
US
Trading Manager
WS Griffith Securities, San Diego
Cultivated strong relationships with external partners to foster collaboration and maximize resources.
•
Directed and oversaw over Independent 45 Regional Manager Offices and managed four home office employees on quality, compliant business, while increasing growth and efficiency.
•
Advised company with expertise of technical and operational financial/regulatory issues, while building product metrics to measure goal attainment.
•
Increased company revenue by streamlining processes and implementing cost- saving measures.
•
Enhanced team collaboration through regular communication, goal setting, and
• performance evaluations.
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
•
April 2004 - Present
February 2001 - Present
• Managed all aspects of trading department, while calculating risk and exposure. Formulated trading procedures and guidelines, while keeping current on market and regulatory conditions.
•
Hired and trained qualified personnel, set up quality control measurements, and
• provided staff with variety of development and education. Increased efficiency and productivity of trading department, and lowered operating costs by reviewing accounting reports and technical systems.
•
• Increased trading revenues from 14% to 29% of firm revenue. Prepared analysis and recommendations for new product development and
• trading vehicles.
Grew advisors' businesses by implementing effective marketing strategies and scalable practice management techniques.
•
Planned, developed, and approved specific operational policies, programs, procedures and methods in concert with general policies.
•
Reviewed financial aspects of product development, such as budgets,
• expenditures and research and development appropriations. Created and maintained live Excel spreadsheet to provide real-time positions and P&L for over 46 portfolio managers.
•
Accountable for supporting numerous brokers with proficient problem solving techniques and investment knowledge.
•
• Made fast decisions based on fluctuating market resulting in profit of $260,000. Created daily market recaps and profit and loss information to seven senior traders at close of each trading day.
•
Promoted and managed key accounts through direct communication with clients and advising on stock opportunities and market trends.
•
Senior Trader
Fortress Financial, Temecula, CA
US
Trader/ Broker Services Representative
Linsco Private Ledger, San Diego, CA
US
Investment Relations
U.S. Bank, St. Paul, MN
US
Performed new business development and refined strong customer relations, while customized financial strategies.
•
Strengthened client relationships by providing personalized investment advice
• and managing portfolios tailored to their financial goals. Conducted market research and analyzed industry trends, enabling informed decision-making regarding investments.
•
July 2000 - Present
October 1997 - Present
August 1995 - Present
MBA in International Business
Graduate School of Business, National University, San Diego, CA Bachelor of Arts in Management and Marketing
University of Minnesota, Mankato, MN
EDUCATION
May 2004
May 1993
Led team of 42 direct reports to determine advertising, sales forecasts and promotional aspects for successful new product launches.Achieved revenue objective by implementing cost-cutting measures.Alleviated economic downturn by efficiently managing profitability during 2010, with 10 million in revenue and 23% ROS. ACCOMPLISHMENTS
References available upon request
REFERENCES
Contact this candidate