Customer Navigation Coordinator Candidate

MARY ROSE SIEVERT

Phoenix, AZ ***** 480-***-**** ****.*******@***.***

OBJECTIVE

To obtain a position as a successful Customer Navigation Coordinator with HonorHealth, which will allow me to utilize my strong sense of compassion and intellect to drive toward success in the medical industry. EDUCATION

Arizona State University, Bachelor of Arts in Elementary Education - Magna Cum Laude May 2010 STATE LICENSES Expiration Date

Securities Industry Essentials (SIE)10/3/2026

AZ State Insurance Producer for Property and Casualty, Life, and 10/31/2007 Accident, Health or Sickness.

EXPERIENCE

Target; Style Consultant Aug. 2025-Present

●Maintain a welcoming environment, contributing to higher customer satisfaction.

●Communicate and work closely with clients to understand their unique styles and needs.

●Manage daily replenishment, ensuring new merchandise reaches the sales floor to drive sales.

●Practice time management while shifting between different work zones Cook Law Office; Case Manager and Books and Records Management Dec. 2024-Apr. 2025

●Assisted new clients with opening new cases within our firm.

●Maintained updated communication logs with clients to ensure their cases are progressing as intended.

●Verified all medical records, official documents and pictures are uploaded and up-to-date and reached out to necessary parties if they were not all accounted for.

●Participated in a supportive and collaborative team with different levels of experience. Farmers Insurance; Insurance Sales Producer and Customer Service Representative June 2023-Jul. 2024

●Produced and proposed ideal auto and home insurance plan options for existing and prospective clients

●Provided prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarifications.

●Maintained records of customer interactions, processed customer accounts, and ensured proper documentation.

●Maintained strong work ethic while maintaining confidential information and following financial industry standards. Vanguard; Client Relationship Associate Aug. 2021-Oct. 2022

●Connected with clients via inbound phone calls to assist with account-related needs.

●Strong interpersonal and client relationship management skills to engage clients.

●Guided clients through financial milestones with confidence and compassion.

●Opened new accounts, rolled over current ones, and completed transfers for new and existing clients. State Farm Insurance Company; Insurance Sales Producer and Customer Service Representative Feb. 2020-Jan. 2021

●Managed large amounts of incoming calls in a timely, courteous manner while ensuring excellent service.

●Helped existing and prospective clients fulfill policy requirements with proper completion of all required forms.

●Fielded inbound calls and made 80-100+ daily outbound calls to sales leads to generate new business.

●Tracked and shared personal progress toward monthly quotas by updating sales databases and customer records. Sun Valley and Franklin West Elementary Schools; 4th, 5th, and 6th Grade Teacher Fall 2010-Spring 2019

●Tracked weekly and monthly test scores to assess current teaching methods, strategies and student needs.

●Utilized consistent communication skills to effectively relay students’ progress and behavior to parents and the principal in order to ensure all parties' needs are being met.

●Managed student behavior and classroom procedures for a highly conducive, fast-paced learning environment.

●Resolved classroom challenges with appropriate solutions or alternatives then followed up to ensure resolution.

Contact this candidate