Client Solutions Specialist Resume Example

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

Detail-oriented Client Insurance Specialist versed in researching and resolving complex issues on behalf of policyholders, companies and carriers. Bringing 19 years of expertise in Mobile Phone Insurance.

  • Customer Accounts Management
  • Creative problem solving
  • Recordkeeping strengths
  • Good listening skills
  • Conflict resolution
  • Multitasking abilities
  • Written Communication
  • Documentation review
  • Account management
  • Reporting skills
  • Compassion
  • Critical thinking
Work History
12/2018 to Current
Client Solutions Specialist Bank Of America Corporation Galveston, TX,
  • Answered customer questions about billing, account issues and upgrade possibilities.
  • Scheduled appointments for further services.
  • Completed physical inventory counts each month.
  • Marked stock items with identification tags, stamps, electric marking tools or other labeling equipment.
  • Recorded information, shortages and discrepancies to keep records current and accurate.
  • Helped customers complete purchases, locate items and join reward programs.
  • Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
  • Greeted customers and helped with product questions, selections and purchases, including in-store and e-service transactions.
  • Organized store merchandise racks and displays to promote and maintain visually appealing environments.
  • Answered questions about store policies and addressed customer concerns.
  • Used POS system to process sales, returns, online orders and gift card activations.
  • Issued receipts and processed refunds, credits or exchanges.
  • Informed customers of current store promotions to encourage additional sales purchases.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Increased sales by educating prospects on benefits of products and services in comparison to competitors.
  • Collaborated with vendors to locate replacement components and resolve advanced problems.
  • Checked status of orders and back-ordered products to coordinate efficient shipments.
  • Exhibited high energy and professionalism when dealing with all levels of clients and staff.
  • Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
  • Executed and devised business development strategies to attract and acquire new clients, including content marketing, cold-calling and networking.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Connected with clients through consultative sales strategies to understand and address requirements.
  • Introduced clients to available online resources and services to increase convenience.
  • Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Presented insurance options to customers in order to close sales on new policies.
  • Prepared insurance claim forms or related documents and reviewed for completeness.
04/2011 to 12/2018
Tech Expert Verizon City, STATE,
  • Managed customers' expectations of support and technology functionality in order to provide positive user experience.
  • Broke down and evaluated user problems, using test scripts, personal expertise and probing questions.
  • Collaborated with vendors to locate replacement components and resolve advanced problems.
  • Offered friendly and efficient service to all customers, handled challenging situations with ease.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Troubleshot and diagnosed problems to accurately resolve wide range of technical issues.
  • Documented all transactions and support interactions in system for future reference and addition to knowledge base.
  • Compiled and accurately entered data for each customer encounter to record in system.
  • Resolved escalated issues by serving as subject matter expert on wide-ranging issues.
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Translated complex technical issues into digestible language for non-technical users.
  • Conducted in-depth product and issue resolution research to address customer concerns.
  • Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
  • Presented insurance options to customers in order to close sales on new policies.
  • Followed up with customers on unresolved issues.
  • Interviewed policyholders to verify information and obtain additional details.
07/2002 to 04/2011
Tech Lead Coordinator Alltel Communications City, STATE,
  • Recorded and maintained relevant notes for each client and work order.
  • Wrote and reviewed tickets to request maintenance to various types of equipment.
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Offered troubleshooting of connectivity issues across networks such as Wi-Fi, cellular
  • Evaluated account and service histories to identify trends, using data to mitigate future issues.
  • Read manuals and manufacturer instructions to install and troubleshoot devices.
  • Adapted to new applications and maintained knowledge of current technologies.
  • Entered customer information into customized computer system to document and organize client records.
  • Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
  • Coached employees through day-to-day work and complex problems.
  • Aided colleagues, managers and customers through regular communication and assistance.
  • Adhered to established policies and standards to safely complete projects.
  • Fostered relationships with internal and external customers.
  • Eliminated inefficiencies by educating and training new employees on best practices and customer care procedures.
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
Expected in
Bachelor of Science: Marketing/Pr
Ashford University - San Diego, CA

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Resume Strength

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Resume Overview

School Attended
  • Ashford University
Job Titles Held:
  • Client Solutions Specialist
  • Tech Expert
  • Tech Lead Coordinator
  • Bachelor of Science