Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
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Andrew Viera

Wilmington

Summary

Results-driven professional with expertise in public relations, marketing, and financial management. Focused on enhancing client relationships and driving sales within the financial services sector. Committed to fostering client success and financial security through collaborative teamwork and ongoing professional development.

Overview

4
4
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Customer Service Representative

H2GO Brunswick Regional Water and Sewer
Leland
01.2025 - Current
  • Assisted customers with inquiries, delivering knowledgeable service to enhance customer satisfaction.
  • Answered telephones to respond to general inquiries regarding billing, and service.
  • Worked with different departments to ensure any customers' problems with service were resolved.
  • Managed cash, credit, and return transactions, ensuring adherence to company policies.

Field Manager

Bankers Life and Casualty
Wilmington
09.2022 - 01.2025
  • Developed client base by nurturing relationships and providing personalized financial guidance, enabling individuals to protect families and achieve financial freedom.
  • Established and maintained customer relationships, delivering tailored solutions that addressed financial needs and goals.
  • Established and maintained strong customer relationships, delivering tailored solutions that address individual financial needs and goals.
  • Demonstrated sales expertise in Medicare, Long-Term Care, Annuities, and Life Insurance through client consultations.
  • Presented clients with strategies to preserve retirement savings and grow wealth, utilizing advanced software and product illustrations to facilitate informed financial decisions.

Public Relations Intern

Utica University
Utica
01.2022 - 05.2022
  • Crafted press releases, articles, and social media content to promote university events and initiatives, boosting audience reach and engagement.
  • Crafted press releases, articles, and social media content to promote university events and initiatives. boosting audience reach and engagement.
  • Developed and executed communication strategies to enhance university brand visibility and engagement with key stakeholders.

Education

Bachelor of Science - Public Relations & Marketing

Utica University
Utica, NY
08.2018 - 05.2022

Skills

  • Customer service
  • Client management
  • Sales
  • Digital Communication
  • Communication
  • Collaboration
  • Interpersonal Skills
  • Time management
  • Problem-Solving
  • Analytical Skills
  • Financial Guidance

Certification

  • Annuities, Cornerstone, 06/01/23
  • Medicare and Social Security, Cornerstone, 06/01/23
  • Content Marketing, 03/01/21
  • Social Media, 03/01/21

Accomplishments

Rookie Agent of the Quarter, First Year Promotion

Languages

  • English
  • Spanish

Timeline

Customer Service Representative

H2GO Brunswick Regional Water and Sewer
01.2025 - Current

Field Manager

Bankers Life and Casualty
09.2022 - 01.2025

Public Relations Intern

Utica University
01.2022 - 05.2022

Bachelor of Science - Public Relations & Marketing

Utica University
08.2018 - 05.2022
Andrew Viera