Investment Representative Resume Example

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

Dedicated Customer Service professional with over 5 years of experience and knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Proficient in managing conversational flow and diffusing difficult customer situations.

  • Problem solving
  • Organizational skills
  • Time management
  • Conflict resolution
  • Data management
  • Insurance knowledge
  • Call center experience
  • Courteous demeanor
  • Team leadership
  • Report creation
  • Quality assurance controls
  • Sales expertise
  • Inbound and outbound calling
  • Brokerage experience
  • Outbound Sales
  • Technical Support
  • Software Troubleshooting
  • Fundraising
  • Operating Systems
Investment Representative Fidelity Investments Terrell, NC,

Responsible for analyzing, researching and taking proactive initiative to respond to customer needs, questions and requirements. Extensive involvement in day-to-day operations, as well as the ability to develop positive working relationships with other departments.

• Establish and built rapport with customers by engaging in conversations that educate them on products and services.
• Apply internal policies, procedures, external legislation and regulations in accordance with stated guidelines.
• Utilize different computer applications to access account information and reference materials.
• Deliver service and support to end-users using and operating automated call distribution phone software, via remote connection or over the Internet;
• Update account specific transactions on customer accounts ensuring completeness and accuracy.
• Met established sales/fundraising goals on outbound projects Multi-tasked by adjusting from one type of call to another without loss of efficiency

Server / Trainer Liberty Mutual Chantilly, VA,

Performed continuous reviews of wait staff and provided feedback directly to team members as well as managers.

  • Educated waiters on menu, memorization strategies and how to convey information in positive and upbeat manner.
  • Prepared and led foodservice training programs to teach staff various tasks such as stocking and restocking condiments, correctly inputting orders into system and performing credit and debit card transactions.
  • Reconciled daily transactions, balanced cash registers and deposited restaurant's earnings at bank.
  • Enforced staff performance and service standards to deliver consistent and positive customer experiences.
  • Sought out and implemented methods to improve service and team performance to boost business sustainability.
Insurance Assistant Mettler Toledo Thorofare, NJ,

Worked alongside Insurance Agents and performed tasks such as gathering information from clients, maintaining insurance records, preparing documentation, handling mail and correspondence, calculating insurance premiums and awards, and recommending claim actions.

  • Reviewed, evaluated and categorized incoming documents to ensure accuracy and appropriateness of data.
  • Preparation of insurance forms and documents such as vehicle identification cards and policy endorsements to support acquisition and retention of profitable business.
  • Provided additional support to department including responding to customer inquiries, check processing and other various tasks.
  • Use of various computer applications to enter and retrieve necessary customer data.
  • Identified specific reason for customer inquiry and directed customer to appropriate department.
  • Processed applications, determined eligibility, and issued or declined coverage.
  • Ensured correct processing for each application, change, and update received from clients.
  • Performed follow up process as needed by matching issuance output to files and verifying correspondence.
  • Ordered system letters for missing information and approvals, created free form letters, and ensured that proper documentation was recorded.
  • Communicated with clients and colleagues to obtain or provide information.
Technical Support Representative Convergys City, STATE,

Supporting users during troubleshooting activities as well as interacting directly with operating systems, hardware, and software to provide updates and patches.

  • Consulted with customers to determine best methods to resolve service issues.
  • Educated clients on how to navigate company systems and work within established frameworks to obtain desired services.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Addressed customer service inquiries quickly and accurately.
  • Reviewed customer data to assess current issues and determine potential solutions.
  • Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems.
  • Provide daily support to users of various computer systems including answering questions, analyzing problems, and quickly forming solutions to return systems to proper operation.
  • Reviewed account and service histories to identify trends and issues.
  • Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems.
  • Addressed customer service inquiries quickly and accurately.
  • Documented conversations with customers to track requests, problems and solutions.
Education and Training
Expected in 2018
High school diploma: Business Marketing
Williams Amos Hough High School - Cornelius, NC
Willing to relocate: Anywhere

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Resume Strength

  • Measurable Results
  • Personalization
  • Strong Summary
  • Target Job
  • Typos

Resume Overview

School Attended
  • Williams Amos Hough High School
Job Titles Held:
  • Investment Representative
  • Server / Trainer
  • Insurance Assistant
  • Technical Support Representative
  • High school diploma

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