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Merchants Support - Customer Success Specialist

Location:
New Port Richey, FL
Posted:
November 17, 2025

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Resume:

JULIAN COONEY

MERCHANT SUPPORT ADVISOR TRINITY, FLORIDA, UNITED STATES 727-***-****

DETAILS

Trinity, Florida

United States

727-***-****

***************@*****.***

LANGUAGES

English

SKILLS

Resourceful

Resilient

Digital Marketing

CRM Software

Emotional Intelligence

Adaptability & Flexibility

Communication

Problem-Solving & Critical

Thinking

Customer Support

Merchant Support

LINKS

LinkedIn

PROFILE

Dynamic professional with a strong background in customer support and client relations, currently excelling as an Insurance Agent at State Farm. I have a proven track record of enhancing customer satisfaction and retention through personalized service and effective problem-solving. My experience includes utilizing CRM software to manage client interactions and resolve inquiries efficiently, which aligns well with the requirements for the Overnight Merchant Support Advisor role at Shopify. I thrive in fast-paced environments and am committed to continuous learning and adapting to new challenges. My skills in communication, emotional intelligence, and adaptability enable me to build strong relationships with clients and effectively address their needs. I am eager to leverage my experience in a role that supports merchants across various aspects, contributing to a better commerce experience for everyone. EDUCATION

Countryside High School, Clearwater

January 2019

EMPLOYMENT HISTORY

Insurance agent at State Farm

January 2023 — Present

Dynamic insurance agent with a focus on client relations and tailored policy solutions, known for exceeding sales targets and fostering trust among clients.

• Assisted clients in selecting suitable insurance policies tailored to their unique needs and circumstances.

• Analyzed client information to deliver personalized coverage options, enhancing overall customer satisfaction.

• Educated clients on policy features, benefits, and claims processes to facilitate informed decision-making.

• Streamlined the processing of applications, renewals, and changes to policies, ensuring accuracy and efficiency.

• Worked closely with underwriters to evaluate risks and establish policy terms for prospective clients.

• Managed customer inquiries and resolved issues promptly, maintaining high service excellence standards.

• Conducted follow-ups to ensure ongoing client satisfaction and retention of services provided.

• Utilized CRM software effectively to track interactions and maintain comprehensive client records.

• Built strong client relationships through consistent communication and exceptional customer service.

Real estate agent at Dalton Wade

January 2020 — Present

Dynamic insurance agent with expertise in client relations, adept at delivering tailored policy solutions. Committed to enhancing customer satisfaction and retention through personalized service and effective negotiation.

• Guided clients in selecting properties that aligned with their specific needs and preferences.

• Conducted thorough market research to maintain up-to-date knowledge of local real estate trends and competitive pricing.

• Enhanced property visibility by preparing compelling listings to attract prospective buyers.

• Showcased property features and benefits to potential buyers during open houses, fostering engagement.

• Streamlined communication and improved client service by collaborating closely with team members.

• Utilized real estate software to effectively manage listings and track client interactions, improving workflow.

• Participated in training sessions to deepen understanding of real estate regulations and best practices.

• Built strong relationships with clients through attentive listening and a personalized service approach.

• Managed all aspects of real estate transactions, from contracts to negotiations, ensuring a seamless buying experience.

• Promoted client properties through strategic advertising on websites, social media, and real estate guides.

Direct care staff member at Trowbridge

March 2021 — June 2025

Dynamic insurance agent skilled in client relations and personalized service, committed to enhancing customer satisfaction.

• Assisted clients with tailored policy solutions to meet their specific needs and enhance their overall experience.

• Implemented personalized care plans, ensuring they aligned with client preferences and requirements.

• Monitored client satisfaction and well-being, promptly addressing any concerns to maintain high service standards.

• Maintained accurate documentation of client interactions and services provided to improve communication and follow-up.

• Engaged clients in various activities to foster relationships and encourage open dialogue about their needs.

• Ensured compliance with company policies and safety protocols while delivering exceptional customer service.

Customer Support at Tranzact

April 2023 — December 2024

Dynamic insurance agent with a proven track record at State Farm, excelling in client relations and tailored policy solutions.

• Provided outstanding customer support by efficiently resolving inquiries and issues for clients.

• Employed CRM software to manage client interactions, improving service efficiency and effectiveness.

• Built and maintained strong client relationships, leading to high satisfaction and retention rates.

• Worked with teams to develop and execute digital marketing strategies, boosting client engagement.

• Utilized problem-solving skills to address complex client challenges, resulting in improved service quality.



Contact this candidate