Customer Service Financial Planning
Resume:
Sonjia Searcy
Lewisville, TX *****
***********@*****.***
Professional Summary
Objective, knowledgeable, customer service leader, with strong communication, skills. Dependable and personable, my experience entitles. reporting and analytics, compliance, HIPAA knowledge, and sales exposure
Authorized to work in the US for any employer
Work Experience
Guest Services Agent II
Goosehead Insurance-Westlake, TX
January 2025 to Present
provides customer service and policy servicing for clients. They work over the phone to help clients with billing, maintenance, and servicing of their auto and home insurance policies. Responsibilities
Provide white-glove service to client
Resolve conflicts and de-escalate situations
Navigate carrier websites, Salesforce CRM, and other omnichannel functions Focus on metrics like client retention, productivity, and same-day resolutions Exceptional written and verbal communication skills Experience in a fast-paced work environment
Strong problem-solving mentality
Strong time management
Strong attention to detail and organization
High integrity and honest communication
Financial Advisor
Fidelity Investments-Westlake, TX
May 2022 to April 2024
In-depth understanding of employer, industry and federal regulations Knowledge of financial options, including investments, loans, savings accounts and stock options collections payments for loans and rollovers
Expertise in financial planning and investment strategies Familiarity with the securities, mutual fund and insurance industries Advanced ability to analyze and explain market data Proficiency with word processing, spreadsheet, database and financial planning software Analytical thinking skills and the ability to assess clients’ needs Excellent communication abilities, including writing, speaking and active listening Effective sales, presentation and customer service skills Good organization and time management skills
Customer Service Representative
RadNet-Plano, TX
September 2021 to May 2022
Provide assistance to patients by excepting 60+ inbound calls addressing concerns and needs. Collections received payments and set up automated drafts for future payments. Patient advocate with the insurance company acting as a liaison . Submitting emails and documentation on behalf of the patient to our internal office,insurance companies and Medicaid,Medicare and Medi-Cal
Keeping a electronic file for patient up-to-date
Collecting payments present and past due
Client Success Specialist
Debt Blue-Richardson, TX
November 2020 to November 2021
Build and maintain a good relationship between the client and company Answer 50-60 inbound calls
Place 50-60 outbound calls
Collect payments present and pass due.
Sales Inform and client of sales and specials and monthly deals. Generate documentation for customers to review and sign Keep client file up to date by placing all documents in customer file Do daily check in with clients to assure that all of their concerns and questions are met Call Center Rep, American Senior Med
American Best Care-Dallas, TX
July 2019 to November 2020
Received inbound calls to assist clients who had questions about Medicare and Medicaid supplement insurance. Educate clients about open enrollment for Seniors turning 64 and 65. Create case for customer and co-work to reference back to . Recommend the best insurance supplement plan . Create new accounts and update old accounts.
Apple Care Specialist
TELE PERFORMANCE, APPLECARE-Dallas, TX
July 2020 to October 2020
• Receive inbound calls from customers Who have concerns about their Apple products. Create a case for the customer and Apple Advisors to keep a on going data log of concerns. Assist in making appointments to local Apple Stores. Troubleshoot and give customer tutorials on how they can troubleshoot their own Apple product.
Contract Teaching
CHILD CARE CAREERS
March 2016 to July 2020
Create and reinforce lesson plans for each student. Provided one-on-one or small learning groups.Enforce school and class rules and proper behavior a long with promoting social skills.Record keeping, such as tracking attendance and calculating grades. Following guidelines for confidentiality. Keeping a file/ spreadsheet on each student logging in phone calls to parents and response, attendances, homework and grades.
Call Center Rep
C Processing-Richardson, TX
March 2016 to April 2018
C PAYMENT
Answer inbound calls from merchants who had issues with their merchant debit/credit machine .Probe and Troubleshoot Perform diagnostic on debit-credit card machine though a computer .Provided spreadsheets and graphs that help the merchant analyze and and troubleshoot where there could be a problem with dat or the machine itself.
Education
Associate in Computer Networking
Herzing University - New Orleans, LA
August 2003 to December 2004
Associate Degree in Nursing in Nursing
GOOD SAMARITAN SCHOOL OF NURSING - Baton Rouge, LA August 1993 to April 1995
MCKINLEY SR HIGH - Baton Rouge, LA
August 1981 to May 1985
Skills
• WINDOWS OFFICE
• Financial Planning
• Classroom management
• Analysis Skills
• Documentation Analysis
• Customer service
• Communication skills
• Telemarketing
• Inbound and Outbound sales
• Word Processing
• Marketing
• Data entry
• Sales
• Teaching
• HIPAA
• Cold Calling
• Childhood development
Certifications and Licenses
License Insurance Broker
November 2023 to November 2025
Represent insurance buyers, Will find and negotiate insurance policies best aligned to the needs and goals of their clients Can provide more coverage options
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