Lakisha Jackson Email & Phone Number

Cornelius, North Carolina, United States

Participate in onsite visits to analyze how current clients use the system and advise on proficiencies that result in client retention. Prepare new clients to transition to financial trust accounting software by training all levels of employees for at least 3 months via web-based training and onsite visits. Take part in weekly meetings during the implementation process and bi-weekly post-conversion. Lead onsite conversions onboarding clients to new software. Assist in monthly meetings with clients to ensure customer success. Analyze and resolve client issues on web-based and SQL applications via phone, email, and onsite. Assist other departments, such as sales, relationship managers, operational outsourcing, and internal employee training. Consult with clients during the transition period with insight into business structure and best practices.

Charlotte, North Carolina, United States

On a daily basis, I collaborate with in-house real estate agents and manage the real estate transaction lifecycle, from lead generation, customer engagement (phone calls, SMS/text messages, emails), and customer acquisition through support for home searches, market research, home viewings, home inspections, offer package creation, contract negotiations, and closing services. I also request and review documents based on underwriting requirements. In addition, I timely file appropriate paperwork and maintain accurate bookkeeping.✔ Made immediate impact to increase sales, productivity, efficiency, and customer satisfaction.

Charlotte, North Carolina Area

I had the pleasure of delivering best-in-class service assisting clients with insurance plan enrollments. On a daily basis, I organized, prioritized, and managed my assigned caseload for timely processing. This included analyzing applications, plan policies, and requested documentation for completeness and accuracy. If there were any discrepancies, I communicated with clients and staff for resolution to meet underwriting requirements. I frequently followed up with insurance agents on delivery requirements (application amendments, health statements, insurance premiums, other essential forms) to ensure policies were placed within specified timeframes. In addition, I updated the internal processing database by uploading required files and notating work activity. ✔ Boosted sales by building trusted relationships with clients and going the extra mile to conduct research and secure alternative insurance policy options. ✔ Contributed to 6% increase in the company's total assets under management by communicating with policyholders to ensure timely payment of premiums and resolving delinquencies, leading to growing inventory of policies in-force. ✔ Elevated staff productivity and efficiency by obtaining senior management buy-in on workflow ideas, resulting in minimized occurrences of duplicate task completions during periods of low staffing levels.

Charlotte, North Carolina, United States

In this role, I partnered with cross-functional teams and provided guidance on investigating and resolving not in good order (NIGO) issues. I also managed client investment accounts and processed requests for business advisory, automated customer account transfer (ACAT), and non-ACAT services according to policies, procedures, and regulations. Outside of my daily responsibilities, I participated in process improvement initiatives and trained peers on MML Investor Services.

Charlotte, North Carolina Area

I maximized operations and customer service capabilities by handling high call volumes related to product, service, and account inquiries. I also resolved moderate to complex issues through direct action or referral to appropriate personnel. ✔ Participated in clean-up projects by managing an inventory of client accounts, researching external databases, and updating missing/incomplete information.

Charlotte, North Carolina Area

I communicated with clients/prospects to identify their wealth management needs, made referrals to financial advisors, and offered appropriate products/services to secure sales. I established new accounts and completed requested funds transfers while resolving issues, inquiries, and complaints. In addition, I supported staff by coordinating meeting schedules, preparing reports, documenting detailed notes in Salesforce, and performing other assigned duties to exceed department goals.✔ Received award after being recognized as one of the top 100 client associates within the company in 2015.

Charlotte, North Carolina Area

In this role, I educated clients on various retirement plans, insurance policies, and investment products. I also presented flexible, affordable payment options to close sales after understanding their needs and concerns.