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Skills

  • Insurance coverage verification
  • Time management
  • MS Office
  • Tax law knowledge
  • Team building
  • Marketing strategy development
  • Problem-solving
  • Client Satisfaction Improvement
  • Financial analysis
  • Budgets

Work Experiences

  • Achieved results in several months.
  • Achieved a 29% approval rate improvement.
  • Processed 9 invoices and mailed documentation to clients each several months.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Analyzed workflow inefficiencies.
  • Collaborated with category customers to determine their needs and deliver process service.
  • Had an excellent attendance record and was always on time for work.
  • Based strategies on individual risk tolerance and future goals.
  • Assisted in managing multi-million-dollar client accounts, ensuring consistent portfolio growth through effective investments in QuickBooks.

Summaries

  • Hardworking Associate Financial Representative with 4 years of telecommuting experience meeting customer needs.
  • Achieved 63% return on client investments within several months.
  • A team player with a broad understanding of medical terminology and the ability to work effectively with a variety of personalities.
  • Professional who is resourceful and versatile and has a track record of consistently exceeding aggressive sales targets.
  • Achieved average savings of $14 per client annually.
  • Achieved a 72% improvement in investment yields.
  • Professional with experience verifying insurance benefits and generating appropriate patient documentation.
  • Adept at analyzing market trends.
  • Accomplished financial professional specializing in risk management.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.

Accomplishments

  • Collaborated with team of 16 in the development of metric.
  • Designed a tax-savings plan for clients that resulted in a total of $14 in tax savings over the last fiscal year.
  • Led regular market trend analysis updates, driving strategic shifts that improved client portfolio yields by 40%.
  • Facilitated financial workshops for clients that increased awareness of available financial products, resulting in a 84% enrollment boost.
  • Improved client portfolio diversification through thorough market research, reducing exposure risk by 70% within several months.
  • Led client onboarding sessions, resulting in a 60% improvement in initial investment yields over a one year period.
  • Streamlined document processing workflows using ServiceNow, reducing processing time by 36% and enhancing overall operational efficiency.
  • Monitored diversification strategies that improved client portfolios and reduced financial risk by 52% within 6 months.
  • Provided market analysis to clients, which led to informed decisions and a 56% increase in profitability.
  • Reviewed and processed loan applications resulting in a 83% approval rate improvement over 18 months.

Affiliations

  • Freemason
  • Investment Management Consultants Association (IMCA)
  • Institute of Certified Investment Management Analysts (CIMA)
  • Association for Computing Machinery
  • Society of Human Resource Management
  • Jaycees
  • National Tax Association (NTA)
  • International Association of Administrative Professionals
  • Financial Services Institute (FSI)
  • Association for Financial Counseling & Planning Education (AFCPE)

Certifications

  • Investment Foundations Program - CFA Institute
  • Certified Public Accountant (CPA)
  • CompTIA Security+
  • Chartered Investment Counselor (CIC)
  • Certified Retirement Services Professional (CRSP)
  • CompTIA Network+
  • Series 7 - General Securities Representative License
  • First Aid/CPR Certified
  • Certified International Investment Analyst (CIIA)
  • Series 66 - Uniform Combined State Law Exam

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