Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Energetic Relationship Manager bringing 5 years of expertise in new business development, customer service and relationship building. Ambitious and focused with an aptitude for client acquisition. Successful at boosting portfolio growth, client retention and customer satisfaction using consultative and personable approach. Strong leader focused on collaborating with internal teams and motivating staff, resulting in increased sales and ideal client experiences. Worked hand-in-hand with clients to pinpoint needs and tackle specific challenges to support goal achievement. Employing voice of the client (VOC) expertise to drive top-quality customer experience and satisfaction. Outstanding communicator excelling at building and retaining long-term relationships.

  • Lead generation
  • Customer retention
  • Staff training
  • Client education
  • Business development
  • Problem-solving aptitude
  • Opportunities identification
  • Relationship building and management
  • Team leadership and collaboration
  • Internal and external communications
  • Customer education
11/2019 to Current
Client Relations Manager First American Financial San Francisco, CA,
  • Built customer confidence by actively listening to needs and concerns and providing appropriate solutions.
  • Conducted research to determine top prospective clients and continually cultivated sales pipeline.
  • Established new and maintained existing client relationships by cultivating open and positive dialogue, delivering high-quality service and following up after sales close.
  • Recruited and trained 40 employees and provided evaluations with feedback to cultivate highly talented team.
  • Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
  • Received, responded to and resolved customer issues or complaints quickly, resulting in increased client satisfaction.
  • Met with clients to ascertain needs and develop plans which address current and long-term goals.
  • Addressed inquiries from clients and relationship management department team members.
  • Determined cross-selling or up-selling opportunities and provided marketing team with insight to facilitate increased or new business.
  • Evaluated client situations and recommended optimal products to meet individual needs.
06/2019 to Current
Mergers and Acquisitions Specialist Tarrytown Expocare City, STATE,
  • Built and strengthened client relationships to form long-lasting, profitable bonds.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Improved operations by working with team members and customers to find workable solutions.
  • Motivated and encouraged team members to communicate more openly and constructively with each other.
  • Exceeded customer satisfaction by finding creative solutions to problems.
02/2016 to 06/2019
Lead Triage Technician Tarrytown Expocare Pharmacy City, STATE,
  • Managed quality control and maintained high level of customer satisfaction.
  • Drove team performance through training, coaching and motivation of line employees.
  • Defined, created and developed solutions to identify root cause of problems to avoid future occurrences.
  • Addressed employee and production issues to determine and implement optimal resolutions, preventing wasted resources and maintaining schedules.
  • Coordinated with internal departments to maximize operational efficiency across production and administrative areas.
  • Created training manual for employees to use as reference guide.
  • Created excellent customer experience to cultivate customer loyalty and retention.
  • Streamlined operational efficiencies by coordinating staff development and succession planning.
  • Dealt with numerous customers daily regarding customer complaints, troubleshooting issues and purchase recommendations.
  • Maintained strict patient confidentiality to adhere to HIPAA regulations and avoid data compromises.
  • Performed wide range of pharmacy operations with strong commitment to accuracy, efficiency and service quality.
  • Teamed with peers, technicians and pharmacists to prioritize and complete orders.
  • Interpreted and processed medication orders under supervision of pharmacist.
  • Consulted with customers via telephone or in-person to assist with navigating pharmacy systems and completing requests.
  • Evaluated product of service against quality requirements to maximize efficiency.
Education and Training
Expected in 05/2011
Bachelor of Science:
New England School of Communications - Bangor, ME

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  • New England School of Communications

Job Titles Held:

  • Client Relations Manager
  • Mergers and Acquisitions Specialist
  • Lead Triage Technician


  • Bachelor of Science

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