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Carolyn S. S.
S. Argonne Street
Summary & Objective:
To provide an intricate part of business
that requires research, development and implementation. Diverse
professional with extensive experience in implementing new business
practices as well as identifying cost effective measures. Exemplify
positive energy concentrated in Project Management and Customer Service.
Detail oriented, high energy, self motivated with ownership attitude.
Indepth understanding of customer care, practices and procedures that
lead to positive outcome for the company and client.
Experience with business
analysis requirements gathering/documentation, system test planning/execution
High energy, self motivated
individual with 'ownership' attitude
Understanding of customer
care concepts, practices, and procedures
Ability to learn new technical
skills and of web technologies
Amica Mutual Insurance Company,
Englewood, CO as Associate Representative; Assisted current clinets
with homeowners insurance needs, automobile needs, Life Insurance direction,
Umbrella Insurance needs as well. Outstanding work ethics, dedicated
to insuring client’s needs are heard.
Senior Financial Customer
Service Representative/Assistant Team Lead, Fiserv ISS, Denver,
CO Receive financial trades, research client account questions, provide
direct assistance with concerns or call projects. Develop external relationships
with brokers, clients and third party administrators. Identify procedures
that prove cost effective to the company.
Implementation Project Manager,
Great West Life, Englewood, CO Developed and implemented strategies
to maintain and expand sales within an assigned territory. Quarterly
and annual business forecasting by providing account trends and sharing
client needs. Direct contact with third party administrators, clients
and registered representatives.
Retirement Plan Specialist,
Columbia Mutual Funds, Aurora, CO Coordinated inbound calls on a recorded
shareholder line regarding personal accounts; worked on retail and retirement
accounts, explained the difference between share classes, sales charges,
fund performance and other questions posed from the investor or brokers.
Customer Relationship Manager,
Great West Life, Denver, CO Conducted enrollment meetings, educational
seminars, annual plan and fund performance reviews. I learned aspects
of implementing retirement plans into Great West Life’s business.
Financial Investor Representative,
Oppenheimer Funds, Englewood, CO Received inbound calls on departmental
shareholder recorded line. Clients contacted us for support on their
individual retail accounts.
I have known Carolyn S. for many
years. While writing my PhD. dissertation Carolyn provided word processing,
editing, and presentation preparation in an environment that required
perfection. She was so professional and accessible that she absolutely
diminished the stress of the situation while providing high quality
work in a timely way. Without a doubt, Carolyn provides the highest
caliber of professional service for each of her clients. I remain delighted
with Carolyn’s commitment to her clients and investment in providing
the best possible service ALWAYS.
Wendy Wendover, Director, Career Management
“I was an instructor in a position
to observe Carolyn on a daily basis undergoing training at the FBI Academy
in Quantico VA. She worked hard to learn a new discipline. She got along
well with her peers. It does not surprise me that she has gone into
a service provider business for herself.”
Vice President, HTG Inc.
“Carolyn has a great ability to find
and fix problems. She is a creative person with lots of energy and passion
to get the job done. She would take any project given her and go above
and beyond the expectations. She is always great with clients and gives
them her full attention as well as great followup. She is a true value
to her team!”
, Manager Qualified Plans, Fiserv Investment Support Services
Capella University, Minneapolis Minnesota
Business Management GPA .
Long Ridge Writers Group, Westredding,
FBI Academy, Quantico, Virginia
Eastfield College, Mesquite, Texas
Richland College, Dallas Texas
Series Securities License
Series Securities License
Achieving Customer Excellence Customer Service