Detail-oriented professional with strong administrative skills and a proven track record of providing top-notch support. Experienced in overseeing activities related to opening new corporate accounts, vendor management, preparing reports, and organizing training programs. Proficient in Word, Excel, PowerPoint, and Outlook with a knack for handling customer service calls and issuing work orders efficiently. Known for resolving insurance policy holders' concerns promptly and professionally while maintaining excellent phone etiquette. Actively participated in corporate training classes to enhance understanding of caller concerns and improve call response time. Recognized for consistently receiving top ratings for call quality evaluations and successfully upselling various financial products to customers.
Goal oriented
Feedback implementation
CRM software proficiency
Investment and wealth planning