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<pre>Array ( [var] => cut_url ) </pre> Resume for Carolyn S. for Customer Support / Client Care / Financial Services in Aurora, Colorado. Search More Resumes for Customer Support / Client Care on Resumark.com #G9L9GEOX6
 

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Resume for Carolyn S. for Customer Support / Client Care / Financial Services in Aurora, Colorado




Occupation: Customer Support / Client Care Industry: Financial Services
Country: United States City: Aurora
State: Colorado ZIP: 80015



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Carolyn S. S.

S. Argonne Street 

Aurora, CO           

 

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.   

Professional Profile:  

  • Experience with business analysis requirements gathering/documentation, system test planning/execution
  • Excellent communications skills
  • 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   
  • Experience:

  • 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.
  •  

    Professional References:

    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 Strategies. 

    “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.”

    Jack Platt, 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  

    Education: 

    Capella University, Minneapolis Minnesota Business Management GPA .  

    Long Ridge Writers Group, Westredding, Connecticut  

    FBI Academy, Quantico, Virginia

     
    Eastfield College, Mesquite, Texas
     

    Richland College, Dallas Texas  
     

    Licenses:

     
    Series Securities License
     

    Series Securities License

     
    Achieving Customer Excellence Customer Service
     


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