Experienced sales and client support specialist with a focus on financial services, adept at building relationships, executing campaigns, and resolving customer issues.
Executed prospecting, onboarding, and lead generation activities for financial clients.
Managed customer interactions, provided support, and built professional networks.
Utilized effective written and verbal communication skills in client and team interactions.
Developed campaigns for feedback collection and provided insights through reporting for platform improvements.
Finance Lobby
Cold called and onboarded CRE lenders, building professional relationships and establishing credibility in the industry., Reached out to mortgage brokers and investors, promoting services, securing participation, and cultivating strong professional networks., Developed and executed campaigns to...
Metlife Dental
Assisted policyholders with claims, explaining coverage and guiding them through processes., Adapted quickly to plan codes and technical terminology to provide accurate information., Managed client concerns professionally, resolving issues and maintaining strong customer relationships.
Advertising technician
High school diploma
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Supported policyholders with claims processes, explaining coverage and resolving issues.