I support clients with the selection of appropriate plan types and plan providers while gathering and providing plan information from multiple providers. I exceed goals continuously on key performance indicators and ensure high quality and compliance in a heavily regulated industry. I partner with internal communications team to deliver effective communication of the benefits in order to drive colleague understanding and engagement. I contribute to key projects and initiatives, including benefit integration activities as required.Key achievement during this tenure include:⇨ Maintaining 100% client satisfaction for delivering exceptional service and resolving issues in a timely manner.

I was tasked to coordinate the delivery of financial services, enabling clients to streamline internal controls and manage finances effectively. I determined client’s needs or requirements through effective communication as well as recommend appropriate solutions or financial products by analyzing client’s financial situations. I determined and mitigated potential risks by conducting comprehensive analyses and reviews. I generated and presented financial reports to support with strategic decision-making. I maximized sales of different kinds of insurance products, including whole life, term life, health, and corresponding policyholder services by implementing effective strategies while educating clients on product offerings, and selling best plans in order to meet current or future needs.Key achievements during this tenure include:⇨ Attained customer satisfaction and maintained loyalty by providing exceptional services as well as building long-term relations with new and existing clients.⇨ Penetrated untapped markets effectively through superior research talents, customer relationship building, and innovative marketing strategies.

For TD Ameritrade, I delivered guidance and support on management, platform support, trade placement, contributions, and distributions to tier 2 customers with emphasis on ensuring satisfaction. I was selected by the management to lead and support multiple new teams through broker training and first month of trade placing to ensure accuracy.Key achievements during this tenure include:⇨ Improved professional acumen, knowledge, and expertise in proprietary software and websites.⇨ Applauded by the senior management for completing assigned tasks within strict deadlines with zero errors. ⇨ Led implementation of various platform improvements while as a key part of platform beta testing team.

I supported customers with the identification and resolution of retirement account issues through mail and phone correspondence. I responded to customer’s inquiries and concerns in a highly professional and courteous manner. I documented and maintained accurate records of customer interactions, transactions, and comments for future use and reference. I determined client’s needs and requirements through effective communication.Key achievements during this tenure include:⇨ Won the “Excellence in Service” award by providing exceptional customer service and support. ⇨ Successfully managed a high call volume and handled customers in professional manner.

As Clerk, I established and promoted a healthy environment by maintaining cleanliness and appearance of store interior as well as outdoor areas. I managed various kitchen operations, including preparation of made-to-order food and supply activities to ensure seamless business workflow. I monitored and coordinated sales transactions and reconciliation of cash drawer for high-volume store. I performed a variety of clerical and administrative duties, telephone correspondence, documentation, filing, and interaction with clients.Key achievements during this tenure include:⇨ Achieved customer service award by providing exceptional services and meeting organizational targets.⇨ Received bonus incentives, maximized customer satisfaction, and attained positive feedback by fulfilling client’s requests and demands.

Unloading Inventory, Inventory Set-up, Inventory Management