Aaron Ward Email and Phone Number

Customer Service & Performance:Provided exceptional service to Fidelity Investments' High Net Worth clients, ensuring accurate and efficient management of their savings and retirement accounts.Utilized phone, IM, and email to fulfill fiduciary responsibilities, including trades, money movement, and account maintenance.Consistently exceeded performance expectations, earning recognition for 7 consecutive quarters.

Led and mentored a team of 20 associates, providing coaching and development to drive outstanding client service and achieve performance targets.Utilized fact-based coaching and situational leadership approaches to motivate team members and deliver consistent results.Partnered with senior leadership to implement business initiatives and mentored new team leaders, fostering a culture of collaboration and support.Provided career guidance and development opportunities to associates, facilitating their professional growth within the company.

Customer Service & Performance:Provided exceptional service to Fidelity Investments clients, ensuring accurate and efficient management of their savings and retirement accounts.Utilized phone, IM, and email to fulfill fiduciary responsibilities, including trades, money movement, and account maintenance.Consistently exceeded performance expectations, earning recognition for 7 consecutive quarters.Ranked in the top 5% of employees in customer satisfaction surveys.Leadership & Teamwork:Co-chaired a Denver-based affinity group focused on career advancement for African-American and Hispanic-American candidates.Actively participated in leadership affinity groups, fostering a supportive and inclusive environment.Facilitated critical dialogues on diversity and inclusion, particularly during challenging periods like the COVID-19 pandemic and the summer of 2020.Developed leadership skills through these experiences, culminating in a promotion to Team Leader in July 2021.

Customer Service & Performance:Provided exceptional service to Fidelity Investments clients, ensuring accurate and efficient management of their savings and retirement accounts.Utilized phone, IM, and email to fulfill fiduciary responsibilities, including trades, money movement, and account maintenance.Consistently exceeded performance expectations, earning recognition for 7 consecutive quarters.Ranked in the top 5% of employees in customer satisfaction surveys.

Job ResponsibilitiesSupervise a designated local mail route conveying packages, letters and other items to area residents and business ownersAct as courier for local residents in carrying and processing mail items for delivery to other partiesEnsure delivery of certified and insured mail, collecting any associated fees as well as the required documentation confirming deliverySort and prepare all mail items in preparation for deliveryMaintain and submit shift reports detailing the processes followed and any obstacles encountered during daily routeOperate postal service vehicles as well as other equipment such as dolleys and conveyers used to assist with the storage and retrieval of mail itemsReport any unusual or suspicious packages, letters or other mail items to appropriate postal managers and assist in the coordination with local law enforcement officials to evaluate and/or dispose of such items, if necessary

Position Overview:The Retail Sales Associate (RSA) enjoys a dynamic and high energy environment. Responsibility to provide an outstanding customer experience in the retail location by assisting new and existing customers with their unique technology needs and problem solving issues. The goal of the RSA is to create an outstanding buying experience for the customer and a positive a team environment. The RSA should be able to position T-Mobile against the competition in the wireless industry and tailor their recommendations through right fitting the customer’s needs.I supply excellent customer service to the customers that I see every day. I receive very positive reviews on customer service surveys. I assist customers in obtaining all of their wireless needs.

Provides and ensures prompt and courteous member service. Answers member questions, demonstrates product and explains features. Assists member in loading product to cart.Reads industry magazines and product reviews to maintain current knowledge of technology and trends of sales area product. Reads literature and experiments with product to learn functions and specifications.Communicates with Area Manager regarding quantity, status, price, delivery and promotion of merchandise.Follows merchandising standards and practices. Sets up, cleans and maintains product displays. Aligns and faces product to front, collects and returns stray items, stocks to maintain high product levels.Checks and approves product for member returns. Makes signs and checks accuracy of product signage and marking.Participates in merchandise moves. Reviews lists of items for forklift drivers to place in the aisles for stocking. Stocks merchandise.Organizes security item lock-up. Clears debris from the sales floor and security lock-up. Sweeps floor.High level member service

-Process claims – Fully investigates all relevant claim issues, provides prompt payment and in full compliance with departmental procedures, Unfair Claims Practice regulations and in accordance with the terms of the insurance contract and applicable laws. Consistently communicates status with all appropriate parties involved with the claim. The Examiner is accountable for identifying and evaluating information required to adjudicate claims. -Answering calls – answering telephone inquiries from backup ACD line concerning claim status, claim filing, reports of death, as well as communicating internally with other departments. Handling of customer complaints from ACD line and document the information received and telephone conversation into the claim file. Responsible for incoming and outgoing calls to claimants, Powers of Attorney, facilities and other person’s or entities involved in the payment of a claim.Correspondence – Respond in writing to customer inquiries in accordance with regulations. Review demand letters and responds within individual parameters and escalates as appropriate.-Research – Verifies policyholder information, policy effective dates, premium status and verification of claim eligibility. Identifies the need for additional information. Contacts appropriate source to obtain needed information. Verifies beneficiary information and payment amount. -Approve - Approve claims according to the designated approval authority guidelines-Assist with Unclaimed Property process.-Reviews and analyze IRS Form W9 and Form W8.-Maintain claim file with proper level of documentation.-Maintain claim inventories within departmental, contractual and regulatory guidelines.Strong ability to assist beneficiaries and advisors with completing death claims. Handle paperwork and follow up schedules. Use personal skills on a regular basis. Most be able to show empathy. Fast moving. Very computer efficient with dual monitors. Strong annuity knowledge.

Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, retirement, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.Communicates with customers regarding service request or problems; documents, evaluates and resolves customer’s inquiries.Thoroughly documents all contacts and conversations; follows up as required.Works with other departments to complete customer requests as needed, and minimize escalations.Gains proficiency in various administration and automated workflow systems.Processes complex and varied service requests.Represents Transamerica with professional pride to internal and external customers.Consistently meets/exceeds set quality and productivity metrics.Functions w/in a team based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department. Handled communication with advisors on clients regarding all issues regarding annuities. Proficient in annuity concepts including riders, claims, installments and customer service needs.

Train, coach, mentor and inspire multiple employees, identify challenges and develop solutionsDevelop and foster ongoing positive working relationships with the business leadership, vendors, and customersLead, assist, and motivate employees to meet and exceed sales goalsDeliver excellent customer serviceStrong written and verbal communication skillsExceptional negotiation skills and outstanding follow thru and executionHigh level of integrity and attention to detail Ability to thrive in a team environmentAble to work a flexible schedule including varied shifts that may include evenings, weekends and holidaysAble to stand for extended periods of timeThis was a promotion from lead sales rep. I was very successful with this position. I created many contacts and clients that I still communicate with and do business with today. I was named the Colorado Kiosk Manager of the year in 2012.

Sales focused position based on leads generated by communiating with passing customers. Due to being inside a costco, had to generate business by being friendly, outgoing and creative. Lead all sales discussions with integrity and transparency. Became a leader in the district both for continually hitting sales goals, but also by handling goal tracking measures.• Excellent customer service skills that inspire repeat customer visits• Exceptional negotiation skills and outstanding follow thru and execution• Attention to detail• High level of integrity• Strong written and verbal communication skills• Ability to thrive in a team environment• Able to work a flexible schedule including varied shifts that may include evenings, weekends and holidays• Ability to properly and respectfully address military personnel