Michelle Benbrook

Michelle Benbrook Email and Phone Number

Relationship Manager at Pacific Excel Wealth Advisors @ Pacific Excel Wealth Advisors
Michelle Benbrook's Location
Walnut Creek, California, United States, United States
About Michelle Benbrook

I’m a dedicated professional with a passion for providing stellar service to clients. I have worked in finance, developing skills in financial and client relations. Before that, I gained experience in administration and customer service as an office manager at a clinic. My ability to understand and address client needs has been a an important of my career, and I’m committed to delivering exceptional service in any role I take on. I’m excited to continue growing my career in finance and making a positive impact on the clients I serve.

Michelle Benbrook's Current Company Details
Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors

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Relationship Manager at Pacific Excel Wealth Advisors
Michelle Benbrook Work Experience Details
  • Pacific Excel Wealth Advisors
    Relationship Manager
    Pacific Excel Wealth Advisors Apr 2020 - Present
    Walnut Creek, California, United States
    • Built and maintained positive client relationships, ensuring satisfaction and retention.• Demonstrated in-depth knowledge of company products and services to provide comprehensive support to clients.• Conducted research and pursued new business opportunities to expand client base.• Resolved client complaints and issues efficiently and in a timely manner.
  • Chiro-Medical Group
    Office Manager
    Chiro-Medical Group Apr 2017 - Mar 2020
    San Francisco Bay Area
    • Managed reception desk operations, including patient flow and appointment scheduling.• Verified patient information, explained insurance benefits, and collected balances.• Supervised office staff, ordered medical supplies, and maintained inventory.
  • Connor Wellness Clinic
    Office Manager / Patient Coordinator
    Connor Wellness Clinic Jun 2014 - Apr 2017
    Roseville, California, United States
    •Oversaw medical facility operations, including staffing and patient care.Managed finances, policies, and procedures to ensure efficient clinic operations.

Michelle Benbrook Education Details

Frequently Asked Questions about Michelle Benbrook

What company does Michelle Benbrook work for?

Michelle Benbrook works for Pacific Excel Wealth Advisors

What is Michelle Benbrook's role at the current company?

Michelle Benbrook's current role is Relationship Manager at Pacific Excel Wealth Advisors.

What schools did Michelle Benbrook attend?

Michelle Benbrook attended University Of The Philippines.

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