Customer-Focused Financial Services Manager

Lavonn Peart

Lawrenceville, GA ***********@*****.*** 678-***-****

EDUCATION International University of The Caribbean Kingston Guidance and Counseling Kingston, JM Bachelor of Arts

● Awarded Second Upper-class Honors

College of Agriculture Science and Education Portland, OR Diploma in Primary Education

● Professional development completed in Primary Education Jamaican Institute of Management Kingston, JM

Associate of Arts

● Communications and Public Relations Management

WORK EXPERIENCE Morgan Stanley Alpharetta, GA

Participant Relationship Manager April 2022-Present

● Handled an average of 50+ customer interactions per day, maintaining a high level of professionalism and customer engagement

● Successfully managed client portfolios, ensuring accuracy and delivering outstanding results

● Successfully resolved 90%+ of customer issues during critical moments, ensuring customer satisfaction and retention

● Proven track record in a metrics-driven role, consistently surpassing performance goals and outperforming peers while converting participants into long term clients through additional MS services

● Exceeded monthly sales targets by 15%, contributing to a 10% increase in overall team revenue

● Proficient in Salesforce, managing a database of 10,000+ customer records with 99% accuracy

● Mentored team members on the intricacies of referring clients to financial advisors, providing guidance on identifying suitable financial products and tailoring recommendations to client needs

● Established strong relationships with financial advisors, facilitating seamless collaboration and ensuring clients received top-notch service and tailored financial solutions Select Quote Insurance Atlanta, GA

Insurance Sales Agent August 2021-March 2022

● Proactively sought and acquired new clients through a combination of cold calling, networking, and leveraging direct referrals, resulting in a consistent expansion of the client base

● Cultivated and nurtured strong client relationships through regular communication and personalized attention, leading to a high client retention rate and a reputation for trustworthiness

● Customized existing insurance programs to meet specific needs and preferences of clients, resulting in a 25% increase in policy renewals and cross-selling opportunities

● Increased sales revenue by consistently exceeding monthly and quarterly sales targets, showcasing a proven track record of meeting and surpassing performance goals

● Recognized as a top-performing sales agent, earning accolades for consistently exceeding sales targets and contributing significantly to the company’s revenue growth

Working Solutions Atlanta, GA

Customer Service Representative March 2019-April 2021

● Managed high-volume inbound and outbound sales calls, providing product information, addressing customer concerts, and guiding them through the purchasing process

● Demonstrated exceptional problem-solving skills by effectively troubleshooting technical issues, identifying root causes, and implementing appropriate solutions, resulting in a 20% reduction in customer complaints

● Consistently surpassed sales goals by leveraging product knowledge and understanding customer needs to recommend tailored solutions

● Collaborated with cross-functional teams, including technical support and product development, to relay customer feedback and contribute to product improvement initiatives Jamaica Agricultural Society Kingston, JM

Regional Manager February 2015-May 2018

● Oversaw the operations of six parishes, directly managing a team of managers, secretaries, and office attendants, ensuring seamless coordination and efficiency in day-to-day activities

● Implemented targeted programs and strategies to drive membership growth across the region, resulting in a notable 25% increase in membership within the first year of tenure

● Conducted comprehensive training sessions for staff, focusing on product knowledge, customer service excellence, and sales techniques, resulting in a 15% improvement in sales performance

● Led the expansion of brand initiatives, effectively increasing brand visibility and recognition within the region, contributing to a 20% increase in brand awareness metrics

● Spearheaded a managerial reorganization initiative, resulting in a remarkable 90% improvement in branch performance, as evidenced by key performance indicators and customer feedback

● Developed and executed strategic plans to optimize productivity and resource allocation, resulting in a 20% reduction in operational costs while maintaining high service quality standards LEADERSHIP EXPERIENCE & __LICENSES

● Awarded Second Upper-Class Honors

● SIE

SKILLS & __INTERESTS Computer: Google Docs, Google Sheets, Microsoft Office (Excel, PowerPoint), Microsoft Teams, Salesforce, NICE, Shareworks

Skills: Project Management, Supervision, Medicare Compliance

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