Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Attentive individual with exceptional background spent in Service Industry. Engaging demeanor with ability to plan ahead and always stay organized. Reliable individual trained to be a Service Trainer with mentoring and coaching skills. Experienced working for a finance organization. Flexible and poised promoting a strong desire to resolve issues and provide great service.

  • Call Center Reception
  • Underwriter/Processor
  • Managerial Experience
  • Customer Service
  • Filing/Fax/Data Entry
  • Medical Terminology
  • Microsoft Office Exp
  • Personnel Leadership
  • Multi-Line Telephones
  • 10yrs Sales Exp
  • Insurance Records
  • Sales Associate
  • Database Management
  • Communication Skills
  • 10-Key Data Entry
  • Event Planning
  • 10-Key, Insurance, Scripts
  • Accounting, Inventory, Strategy
  • Administrative, Leadership, Strategic
  • Banking, Team lead, Tax
  • Benefits, Teambuilding, Telephone
  • Budgets, Listening, Underwriter
  • Business management, Managerial, Written
  • Call Center, Management skills
  • Closing, Marketing
  • Communication Skills, Medical Terminology
  • Oral, Meetings
  • Clients, Microsoft Office
  • Customer satisfaction, Multi-Line Telephones
  • Customer Service, Networking
  • Data Entry, Next
  • Database Management, Personnel
  • Detail-oriented, Presentations
  • Event Planning, Processes
  • Fast, Quality
  • Fax, Reception
  • Filing, Retail sales
  • Finance, Sales
  • Financial, San
  • Financial planning, Seminars
  • Customer service optimization
  • Service desk team management
  • Patient-focused quality service
  • Service and supply support
  • Customer focused-service
  • Foodservice staff management
  • Service level agreements
  • Service agreement information
  • Resident service plans
  • Complete repair services
  • Customer service experience
  • Emergency room services
  • IP Services
  • High-quality customer service
  • Customer service oriented
  • Drinks service
  • Public service
  • Service support
  • Call center customer service
  • Housekeeping services
  • Product and service expertise
  • Quality service
  • Onsite and remote services
  • In-service education planning
  • Personable service
  • Food service efficiency
  • Texturizing services specialist
  • Adherence to high customer service standards
  • Wine service
  • Service coordination
  • Customer service awareness
  • Family planning services education
  • Digital banking products and services
  • Customer service specialist
  • Excellent customer service skills
  • Quality of service and data routing
  • Waxing service provider
  • Guest services expertise
  • Loss prevention trainer
  • Health, hotel and food service regulations
  • Service operations oversight
  • Patient care services coordination
  • Patient assistance and service
  • Service vehicle maintenance
  • Understanding of payroll services
  • Food service
  • Superior nursing services
  • Culturally sensitive service provider
  • Excellent customer service
  • Customer Service and Communication Skills
  • Customer service support
  • Service termination and activation
  • Field technical services
  • Foodservice experience
  • B2B Service
  • Diagnostic imaging services
  • Customer service and care
  • Professional Services Strategic Sourcing
Work History
10/2012 to Current
Service Trainer / Bartender Banner Bank Red Bluff, CA,
  • Provide exceptional service to staff and customers.
  • Responsible for ensuring that guest needs and visit expectations are met.
  • Always guarantee smooth operations in the fast-paced environment of the restaurant with the goal of positive guest experience with every encounter.
  • Key Contributions.
  • Develop marketing campaigns to increase organization contest to boost sales.
  • Promote guest satisfaction for steady repeat business.
  • Developed, trained and maintain exceptional customer service standards.
  • Exhibited thorough knowledge foods, beverage, training duties, service techniques, and guest interaction.
  • Oversaw stocking and inventory of product.
  • Managed closing duties and reconciliation of the cash drawer.
  • Collaborated sales strategy with management and other co-workers at monthly staff meetings.
12/2017 to 04/2019
Agent / Advisor New York Life Insurance Company City, STATE,
  • Ensured high levels of customer satisfaction by being knowledgeable on all products offered and teaming up with co-workers to provide excellent sales service
  • Delivered sales, outstanding customer experience, and operational expectations
  • Maintained personal and productivity goals
  • Learned and share the expertise of products and trends to fit customer's needs
  • Maintained awareness of all product knowledge, and current or upcoming product/trends
  • Key Contributions
  • Advisor providing retirement planning, investment advice, estate planning, tax strategies, and support for highly successful practice
  • Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals
  • Presented investment and financial planning seminars to clients and prospective clients
  • Expand insurance coverage into multiple markets across the state and country through community outreach programs and volunteer programs
  • Planning networking, social and teambuilding events for the program
  • Contact potential clients by telephone to secure appointments
  • Prepare and deliver presentations to large groups and company employees for group health plans
  • Work with agents to optimize sales scripts and utilize multiple techniques to target individuals
  • Assist families with preparing home and personal budgets and utilize information to show the benefits of life insurance
  • Review policy applications for error and omissions then work with insurance underwriters to facilitate the completion of the process
  • Work with clients to fill out and file insurance claims ensuring that clients get rapid approval, maintaining superb customer service
06/2016 to 12/2017
Business Banker JPMorgan Chase City, STATE,
  • Increase customer service and retail sales to the next level by asking great questions of customers, listening to their needs, and making the best recommendations.
  • Exceeds customer's service goals and new standards.
  • Promote and support co-workers by congratulating and encouraging continued growth.
  • Work closely with team lead on following standard operations of the firm.
  • Keeping the firm organized, clean and operating with efficiencies.
  • Key Contributions:.
  • Engaged customers to gain an understanding of customer needs and identify cross-sell opportunities that increased the company's profitability.
  • Accurately analysed customer financial information and recommended products to best serve customer and company's needs.
  • Achieved employee of the month Top Banker award in 2017.
  • Developed professional relationships with clients for various business banking processes.
  • Interface with business management, operations, and risk managers to develop a wide range of metrics focused on measuring efficiency, service, and control.
  • Recognized consistently with Spotlight Awards from peers and managers to highlight dedication and performance.
  • Analysed individual and business clients to enhance customer relationship and meet individual needs.
Expected in 2017
: Liberal Arts Associates
San Antonio Community College - ,
Texas A&M San Antonio University Present Accounting Certificate of completion Present Life, variable life, and health license
Expected in 2004
Booker T Washington High School - ,
Additional Information
  • A self-directed and detail-oriented Sales and Finance Professional with experience within all aspects of database management, sales, customer service, and support. Recognized as a performer, able to manage multiple responsibilities simultaneously, proactively resolve issues, and consistently meet and exceed established goals and objectives. Accustomed to working in fast-paced, high-volume, and time-sensitive conditions. Ability to combine time/resource-management skills and implement strategic administrative and operations initiatives to enhance productivity, quality, service, and bottom-line performance. Strong written, oral, and technical aptitude.

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School Attended

  • San Antonio Community College
  • Booker T Washington High School

Job Titles Held:

  • Service Trainer / Bartender
  • Agent / Advisor
  • Business Banker


  • Diploma

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