Administrative Assistant Customer Service

ELLIS REESE

*******@*******.*** +1-347-***-**** Edison, USA 08817

Summary

Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to company mission. Bringing many years of asset protection expertise and policy adjustment knowledge to add value to a professional role.

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, and telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.

Skills

Cash handling

Time management

Customer Service

Business Administration

Sales

Communication skills

Organizational skills

Direct marketing

Marketing

Insurance sales

Negotiation

Retail sales

Computer skills

Account management

Marketing techniques

Negotiation techniques

Email marketing

Sales strategy development

Experience

NY Life Edison, US

Financial Advisor

10/2023 – 04/2025

Advised individuals, families, and businesses on insurance and financial products, including life insurance, long-term care, disability insurance, and annuities, ensuring customized solutions based on each client’s needs and financial goals.

Achieved or exceeded monthly/quarterly sales targets, qualifying for performance-based recognition programs

Met with clients to understand their financial situation and provided customized insurance and financial solutions.

Vivacity Management Rochelle Park, US

Account Manager

08/2023 - 10/2023

I was an account manager for marketing company to opening customer's account by helping them with selling our AT&T wireless phone product.

Coordinated with internal teams (sales, customer service, operations) to deliver products and services on time.

Oracle Financial Services Edison, US

Administrative Assistant

06/2021 - 07/2023

I was handling new employee's file by updating on data entry in Excel sheet, and calling clients for company meeting, and outbound sale to the customers.

Audited files to identify missing or misfiled items and restored files to proper locations and states.

Handled incoming calls, emails, and visitors for the HR department.

Lowes Home Improvement East Brunswick, US

Customer Service Representative

08/2018 - 06/2021

I was greeting, answering customers phone calls,, and helping them with their purchases.

Also, I greeted customers with signing up our company credit card.

My biggest achievement of this job, I was number#1 employee in selling Lowe's company credit card in my whole district.

I was known as very good sales man for this company.

Education and Training

University of Phoenix

Bachelor's degree in Business Management

06/2014

Personal Information

Work Permit: Authorized to work in the US for any employer

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