Positive, hardworking and committed professional with 10 + years in Customer Service, Management and Accounting, able to work in a conducive environment . Highly motivated to assist in the growth of the establishment see it thrive in every way possible.
Delivered an exceptional level of service to each customer by listening to concerns and answering questions.
Made outbound sales calls to previous and new customers , made recommendations products that will help business grow while adhering to company metrics.
I assist Financial Advisors in navigating deceased clients estates. We work hand in hand with Edward Jones branch in distributing assets to beneficiaries/heirs. I train Financial Advisors and Branches on system software, guidelines and document, Educated the client on different Estates law in more complicated states such as Louisiana and Texas. Frequently awarded 100% on quality reviews and branch reviews
Explained benefits coverage to members and assisted in administration of benefits. Arrange transportation to and from dr appointments for elderly and sick clients.
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