Lakisha Jackson

Lakisha Jackson Email and Phone Number

Customer Success Management| Business Support Specialist ➤ Exceeding Expectations in Business Growth, and Operational Efficiency through Commitment to Quality Service and Customer Satisfaction. @ Infovisa, Inc.
cornelius, north carolina, united states
Lakisha Jackson's Location
Concord, North Carolina, United States, United States
Lakisha Jackson's Contact Details

Lakisha Jackson work email

Lakisha Jackson personal email

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About Lakisha Jackson

I offer over 10 years of experience enhancing operations with a proven track record of meeting tight deadlines, generating sales, spurring business growth, improving processes, retaining clients, and elevating customer service capabilities to help my employer thrive and strengthen their competitive advantage. I am no stranger to hard work. I am resilient to overcome challenges and continually achieve common goals.On a daily basis, I demonstrate strong organization, communication, analytical, and problem-solving skills in a diverse, fast-paced environment while complying with policies, procedures, and regulations to manage all levels of risk, contribute to business growth, and enhance customer experiences. I provide exceptional business support for lead generation, client acquisition, and navigation through the home buying process. My success is based on building trusted relationships with customers and staff on all organizational levels to overcome hurdles, resolve issues, and continuously produce stellar results. Key Strengths & Competencies:Financial Services & Insurance Operations | Sales | Regulatory Compliance | Risk Management | Relationship Management | Project Management | Change Management | Quality Assurance | Process Improvement | Customer ServiceI lead with integrity and a fierce passion for success. If you are serious about taking your operations to the next level, I can help get you there. I welcome the opportunity to connect as you can contact me here on LinkedIn or at lakishajackson45@gmail.com.

Lakisha Jackson's Current Company Details
Infovisa, Inc.

Infovisa, Inc.

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Customer Success Management| Business Support Specialist ➤ Exceeding Expectations in Business Growth, and Operational Efficiency through Commitment to Quality Service and Customer Satisfaction.
cornelius, north carolina, united states
Website:
infovisa.com
Employees:
44
Lakisha Jackson Work Experience Details
  • Infovisa, Inc.
    Customer Success Associate
    Infovisa, Inc. Oct 2022 - Present
    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.
  • Better
    Agent Success Partner
    Better 2021 - Present
    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.
  • Equitable
    Lead Relationship Case Manager
    Equitable 2020 - 2021
    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.
  • Massmutual
    Investment Services Specialist
    Massmutual 2017 - 2019
    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.
  • Massmutual Financial Group
    Client Account Specialist
    Massmutual Financial Group 2016 - 2017
    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.
  • Merrill Lynch
    Client Associate
    Merrill Lynch 2008 - 2016
    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.
  • Tiaa
    Financial Consultant
    Tiaa 2007 - 2008
    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.

Frequently Asked Questions about Lakisha Jackson

What company does Lakisha Jackson work for?

Lakisha Jackson works for Infovisa, Inc.

What is Lakisha Jackson's role at the current company?

Lakisha Jackson's current role is Customer Success Management| Business Support Specialist ➤ Exceeding Expectations in Business Growth, and Operational Efficiency through Commitment to Quality Service and Customer Satisfaction..

What is Lakisha Jackson's email address?

Lakisha Jackson's email address is la****@****ace.com

Who are Lakisha Jackson's colleagues?

Lakisha Jackson's colleagues are Aiki Sano, Daniel Polo-Wood, Debbie Rowe, Christy Beatty, Michael Bovi, Jeremiah Cantu, Athena Molenhour.

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