yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
abc@xyz.com

 

objective

dynamic customer service and account management/analysis professional specializing in financial services eager to contribute to the success of a progressive organization

profile

ø  effectively develop and implement targeted action plans to maximize operational productivity and efficiency

ø  proactively train, develop and direct motivated teams and create a collaborative environment conducive to achieving high levels of employee retention and job satisfaction

ø  proven value/dedication as a team member, as demonstrated by longevity and progression throughout career

ø  dynamic communication, presentation, relationship building and problem-solving abilities

ø  excel at interacting with broad populations including senior management, staff, clients and external contractors

ø  highly versatile; quickly master new roles, responsibilities, technologies, and environments

ø  facilitate smooth communication between staff and senior personnel and expedite workflow to attain objectives

ø  demonstrate active problem solving and listening skills; diffuse difficult customer situations with tact and ease

career achievements

ø  achieved numerous employees of the month acknowledgements for solid customer service and dedication

ø  won the special achievement award, as well as multiple spotlight awards

ø  expedited workflow and optimized productivity and efficiency by promptly gathering all necessary information and requirements to support enterprise-wide operations

ø  consistently met customer commitments, as well as quality and accuracy standards, demonstrating exceptional prioritizing and multitasking abilities in achieving goals and timelines

ø  maximized employee morale and enhanced productivity by innovatively creating and implementing a new employee recognition program

professional experience

merrill lynch, hopewell, nj                                                                                                  1999-2007

associate case analyst - insurance sales center (2006-2007)

  contributed detail orientation and organizational skills in creating and maintaining case files, with strong focus on timely completion and accuracy

  played instrumental role in controlling quality and containing financial risk by actively collaborating with both case analyst and team manager in defining and troubleshooting discrepancies

  promoted repeat sales by building and establishing key relationships with customers, team members, ml contact areas, third party providers and non-proprietary carriers, exhibiting interpersonal relation skills

customer accounting representative - risk & credit control (1999-2006)

  due to exceptional performance, relied upon to serve as back-up in absence of lead specialist

  trained and motivated new hires, playing an instrumental role in developing top-performing team members

  strategically planned and coordinated schedules to maximize use of resources while controlling costs and meeting company needs

  maintained full accountability for the monetary reconciliation of brokerage accounts and appointed tax reporting representative for 2000 tax season, exhibiting strong financial skills

 

prudential insurance of america, south plainfield, nj                                                            1996-1999

customer service specialist

  applied industry expertise and strong communication skills toward acting as first point of contact in responding to customer inquiries, troubleshooting problems and delivering account information

  ensured staff members on properly educated on all internal policies and tts system procedures

  successfully promoted exceptional customer satisfaction by promptly resolving issues and preventing escalation

  defined company policies and procedures and developed/updated consolidated summary service center policy and procedures manual

technical skills

windows, word, excel, powerpoint, tga, polaris, agency integrator