Chase Key Email & Phone Number

Kalamazoo, MI, US

US

• Clients main point of contact, responsible for overseeing all day-to-day PBM operations.
• High-level client service through the execution of accuracy, responsiveness, reliability, and professionalism on all interactions.
• Develop and maintain relationships with key clients.
• Assist in creating and implementing account plans.
• Drive practical & creative solutions; critically thinking about complex situations to find optimal outcome.
• Issue tracking - Engaging internal departments and client resources to work on outstanding issues from start to resolution while providing routine updates to the client.

Dearborn, MI, US

• Write home, auto, and life insurance policies while exceeding required sales goals and maintaining current book of business.
• Assist members walking in, calling in, or reaching out virtually for service.
• Work under pressure in a high volume, fast paced customer service environment.
• Effectively communicate with members, underwriting, and documenting detailed policy notes.
• Collect and process required policy documentation.
• Uphold highest standard protecting client information and documentation.

Bloomington, Illinois, US

• Introduction to insurance business with highly effective training.
• Provided sales & service for large portfolio of current & potential clients.
• Michigan Property & Casualty License received in September, 2020.
• Michigan Life & Health License received in September, 2020.

New York, New York, US

• Performed complex chemical reactions, extractions, distillations, crystallizations, filtrations and drying operations.
• Reviewed quality of records in scan room to ensure accurate data integrity prior to filing into record retention.
• Ensured Pfizer met record obligations by training employees & developing job aides

Berrien Springs, MI, US

• Financed business, commercial real estate, equipment, and investment loans for members across the state of Michigan covering 9 Regional Honor Credit Union Branches.
• Maintained high integrity collecting, analyzing, and retaining clients’ sensitive information and documentation.
• Negotiated with clients to put business member and credit union into a win-win opportunity.
• Communicated frequently and clearly to set expectations and provided excellent customer service.
• Analyzed clients' financial situations, determining appropriate products based on their specific needs and goals, and proposing loan options in a clear, concise and compelling manner to in order to effectively generate.
• Analyzed self-employed business financial statements and tax returns.

Detroit, MI, US

• Executed $23 million dollars (annually) of purchase and refinance mortgage loans.
• Completed 6 months of instructor led Mortgage sales training.
• Completed 20 Hour SAFE Comprehensive Course.
• Mortgage Licensee in Michigan, Ohio, California, Florida, Texas, Washington, Iowa, Missouri, Tennessee, North Carolina, Virginia, New Jersey, Pennsylvania, Massachusetts, and Delaware.
• Promoted to Senior Purchase Banker in April of 2014.
• Top Regional Sales Producer February 2014 (300+ Bankers).

Kalamazoo, MI, US

• Establish and maintain strong relationships with various types of people.
• Ability to sell products and promotions to assigned accounts.
• Desire to stay up-to-date on industry trends and product knowledge.
• Flexibility to work varying hours to accommodate customer needs and special events.

Fort Worth, Texas, US

• Provided various guest services in front office at a 5 star world-class beachfront boutique hotel & luxury day spa.
• Executed thorough guest and prospective owner property tours, highlighting the hotel’s state of the art facilities.
• Successfully completed Canyon Ranch Resort & Spa’s Corporate Workshop, gaining knowledge to maximize market growth & development.
• Prioritized in everyday dedication to guest satisfaction, contributing to Canyon Ranch receiving #3 ranking of America's Top 10 Hotel Spas, according to TripAdvisor traveler.

Temple, TX, US

Bachelor’S Degree, Tourism And Travel Services Management

Associate Of Arts (A.A.), Liberal Arts And Sciences/Liberal Studies