Client Service Associate Ii resume example with 5+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA94105
:
Professional Summary
OBJECTIVE
High-energy Customer Service professional with demonstrated administrative expertise, analytical problem-solving skills. Proven history of delivering exceptional client service through proactive communication and diligent follow-up. Highly organized, responsive and versed in managing client expectations to foster loyalty.
PROFILE SUMMARY
Passionate, dynamic and detailed-oriented professional with over 3 years of experience who is tech-savvy, and enjoys helping people as much as possible with excellent customer service skills.
Highly adept at providing internal controls to ensure accuracy and timeliness of various administrative activities.
Immense ability to improve processes and developing tailored solutions that drive programmatic excellence and maximize customer experience.
Ability to use a variety of software programs, creating various forms of documentation for internal use, retrieving data, and presenting information.
Possesses immense ability to address questions, concerns, and issues related to employees, clients, as well as vendors, suppliers, potential partners, and other external stakeholders.
Education
Virginia Commonwealth UniversityRichmond, VAExpected in 02/2019 ā āParalegal Certificate ā Law: - GPA:
Virginia Commonwealth UniversityRichmond, VAExpected in 05/2016 ā āBachelor of Arts:Political Science, Public Policy and Administration, Public Management - GPA:
Work History
Arthur J Gallagher & Co. - Client Service Associate II White Plains, NY, 09/2017 - Current
Hours per week: 40
Supervisor: Russell Cederholm
Provided primary customer support to internal and external customers in fast-paced environment.
Ensured all documents are correctly identified, structured, and routed to correct personnel.
Explained new and existing 529 plans and investment portfolios.
Advised clients on ABLE accounts which is a tax-advantaged savings account for individuals with disabilities, providing a new way to save, invest, and pay for qualified disability expenses without jeopardizing eligibility for certain means-tested benefit programs.
Received and processed customer request through the integrated Customer Relationship Management Software and Ellucian Banner System.
Followed up with staff and customers by phone and email regarding missing or needed information and compiled retrieved information into files.
Educated clients on account services and resolved client inquiries regarding statement information and account balances.
Maintained record keeping and information disbursement complies with local policies, federal and states laws.
Maintained accurate and current customer account data with manual forms processing and digital information updates.
Coordinated with operations staff to resolve service problems and boost client satisfaction.
Responded to all inquiries from clients, providers and insurance companies.
Scanned, organized, and filled records into the companyās paper and electronic database.
Communicated effectively to personalize client interactions.
Improved communication efficiency as primary liaison between departments, clients and vendors.
Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
Onboarded new employees, including training, mentoring and new hire documentation. Developed and implemented evaluation and training tools to improve performance of my team.
Communicated regularly with territory managers for daily support and strategic planning for business growth.
Pacific Coast Building Products, Inc. - Administrative Intern Meridian, ID, 02/2016 - 06/2016
Hours per week: 15
Supervisor: Mrs. Nkechi George-Winkler
Delivered top-notch administrative support to office staff, promoting excellence in office operations.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Gathered and analyzed research data; drafted memos and legislative correspondence.
Informed constituents on issues relating to policy and community concerns.
Ensured that incoming public inquiries and staff mail are correctly opened, logged, date stamped, and sorted into traditional categories for distribution to appropriate units and staff.
Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
County Of Henrico - Case Management Intern City, STATE, 01/2016 - 05/2016
Hours per week: 20 Duties
Supervisor: Ms. Shelly Johnson
Interviewed and evaluated offenders and determined the best methods of treatment for their rehabilitation.
Managed data collection and sampling procedures to accurately collect information.
Organized client documents and performed data-entry in state and local data systems such as BADGE & CRM.
Identified, screened, and prepared files for preservation and disposition.
Established collaborative relationships with various community service providers.
Researched and reviewed available legal and other records/documents.
Demonstrated success in being able to interact with all levels of administrative staff.
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