Customer Service Specialist

Darla Atkison

Darla Atkison

Amarillo, TX ************@*******.*** 806-***-**** linkedin.com/in/darla-atkison-1309332b7/ CUSTOMER SERVICE ANALYST

Leadership Team Collaboration Communications Project Management Meticulous & proactive customer service specialist with experience in client benefits and communicating empathetically to foster strong-lasting relationships, while collaborating cross-functionally with teams to execute various tasks ranging in complexity. History of mentoring, training, and guiding customers to achieve desired outcomes, leading to higher retention and company product growth. Leverages leadership, data analysis, and creativity to provide best in-class services for stakeholders, while elevating the customer experience and boosting self-reputation from raving reviews. Key strengths include strategic planning, consulting, prioritization, in- depth client engagement, and the ability to solve complex challenges with innovative and strategic solutions. Professional Experience

CUSTOMER SERVICE FINANCIAL SPECIALIST Corebridge Financial April 2021 – May 2023

• Handled loans, withdrawals, transfers, exchanges, rollovers, claims, and allocated contribution changes for diverse client accounts.

• Communicated effectively with new/existing clients and financial advisors to provide recommendations and meet all expectations.

• Mentored and taught 300+ onboarded candidates by following policies & procedures (best practices), lecturing learning materials.

• Facilitated currency distributions to and from retirement accounts (e.g., annuities, mutual funds; 401K, 401A, 403B, 457, IRA, etc.).

• Handled strategic accounts by managing sensitive financial data and valuables to address client concerns and assist proactively. Key Achievements:

Successfully deescalated high-stress situations by helping clients understand company policies and resolving all solutions timely.

Received praise from customers through troubleshooting issues and assisting areas of concern with tact and empathy.

Vastly improved employee retention, assisting trainees in locating client needs and walking them through all steps. PRODUCT CUSTOMER SERVICE SPECIALIST Life Force International August 2009 – March 2021

• Educated customers through company products involving individual health needs to make recommendations & meet quota goals.

• Mentored and trained stakeholders regarding business start-ups (health & wellness) to assist in achieving optimal success quickly.

• Executed various customer service initiatives to manage multi-level customer interactions, complaints, and needs appropriately. Key Achievements:

Received high praise helping a client build his income up by meticulously guiding him daily to acquire success & support his family.

Ranked #1 to #2 out of hundreds for new customer sales, bringing in $1000's in revenue (U.S., Australia, New Zealand)(2009 -2013 HEALTH BENEFITS ADVISOR Veteran Administration Hospital January 2011 – November 2012

• Handled all travel expenses and inquiries for veterans by calculating their reimbursements and issuing travel vouchers and checks.

• Orchestrated interactions with veterans by processing & managing individual health benefits to explain options one on one.

• Assessed insurance claims involving passed away clients and processed death claim checks on life insurance policy holders. Key Achievements:

Successfully helped ailing veterans through listening compassionately to resolve issues and personal struggles with sensitivity.

Consistently exceeded client expectations and goals by troubleshooting discrepancies and meeting targeted goals. Core Competencies

Initiative, Attention to Detail, Cross-functional Collaboration, Emotional Intelligence, Adaptability, Building Rapport, Written/Verbal Communication, Customer Experience (CX), Empathy, Relationship Building, Active Listening, Time Management, Customer Service, Decision-Making, Strategic/Critical Thinking, Conflict Resolution, Accuracy & Precision, Problem-Solving, Teamwork, Stress Tolerance, Workflow Management, Customer Relations, Self-motivated, Group Event Planning, Data Entry, Multitasking, Editing & Proofreading, Curriculum Design, Executive Office Management, Public Speaking, Training & Coaching, Organization, Up-selling, Counseling, Integrity Education & Certificates

Credits Hours Earned (78): Radiation Therapy, Amarillo College Credits Hours Earned (77): Court Reporting, Amarillo College

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