Dynamic professional with diverse skill set and proven ability to drive results. Seeking a position that leverages expertise in projects and strategic planning. Demonstrated success in optimizing processes and enhancing team performance.
Overview
13
13
years of professional experience
Work History
Financial Customer Support II
Equitable Life Insurance Co.
Charlotte
01.2024 - 03.2025
Provided client services to the life policies.
Used various systems to complete tasks
Client Relations Team Lead-Manager
Equitable Life Insurance Company
Charlotte
07.2022 - 01.2024
Allocated resources effectively to ensure project completion within deadlines and budget.
Wrote and responded to letters from various third parties concern their FA.
Used AWD for case and data retrieval.
Used various systems to complete task.
UL Tech. Client Service Specialist
Allstate Corp
Charlotte
01.2019 - 07.2022
Promoted available products and services to customers during service, account management and order calls.
Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
Analyzed customer data trends in order to identify potential areas of growth or improvement.
Exceeded customer satisfaction by finding creative solutions to problems.
Updated and maintained databases with current information.
Created new insurance cards for customer adding new vehicles to their policy.
Test Lab New Products Customer Service
Allstate Corp
Charlotte
12.2014 - 08.2018
Maintained updated knowledge through continuing education and advanced training.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Drive Wise Tech Customer Service Specialist
Allstate Corp
Charlotte
08.2012 - 12.2014
Maintained up-to-date knowledge of product features and benefits.
Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Responded to DW customer emails with accurate product and service information.
Provided technical knowledge and instructions on how to use Drive Wise.
Troubleshoot agent request and reset Drive Wise app for when the App went down.
Education
Cyber Security; GRC
Better Cyber School
San Francisco, CA
03-2025
Change Management
Lake Forest Graduate School of Management
Lake Forest, IL
04-2019
Bachelor of Arts - Communications; Advertising & PR Writings plans
The City University of New York
New York, NY
Skills
Risk assessment
Regulatory compliance
Analysis
Project management
Client relationship management
Technical troubleshooting
MS Word
TWP 75
Writing Plans
Agile Methodologies
Detection and Response to Cyber Threats
Investment Customer Service
Fast Learner of computer systems
Accomplishments
GPA 4.0 MBA Student ;2019 in Change Management.
Timeline
Financial Customer Support II
Equitable Life Insurance Co.
01.2024 - 03.2025
Client Relations Team Lead-Manager
Equitable Life Insurance Company
07.2022 - 01.2024
UL Tech. Client Service Specialist
Allstate Corp
01.2019 - 07.2022
Test Lab New Products Customer Service
Allstate Corp
12.2014 - 08.2018
Drive Wise Tech Customer Service Specialist
Allstate Corp
08.2012 - 12.2014
Cyber Security; GRC
Better Cyber School
Change Management
Lake Forest Graduate School of Management
Bachelor of Arts - Communications; Advertising & PR Writings plans