Marcus Wilson Email & Phone Number

The difference between Contact and Contract is the 'R' for Relationship. Invest in solid relationships!With extensive experience in the financial services industry, I am a skilled and versatile operations analyst dedicated to customer satisfaction and operational excellence. I hold a Florida Life and Annuity 2-14 certification, with a strong background in customer relationship management, analytical skills, and meticulous attention to detail. My work has focused on supporting the operations of diverse business units, ensuring compliance with policies and regulations, and helping clients achieve their financial goals in impactful ways.In my previous role as a Lead Operations Representative, I handled data management, reporting, auditing, and quality assurance to support the team’s goals. I utilized CRM tools and software to keep customer information up to date and track client needs and feedback. My analytical skills allowed me to monitor, evaluate, and enhance operational performance, ensuring data consistency and reliability while adhering to all regulatory standards. Known for my clear communication and commitment to excellent customer service, I am a proactive team member who values collaboration and continuous learning to drive success and deliver impactful solutions.

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  Robert E Lee Senior High School

  Hs Diploma