Susan Conner Email and Phone Number
Atlanta, GA, US
Susan Conner's Location
Atlanta Metropolitan Area, United States, United States
Susan Conner's Contact Details
Susan Conner work email
- Valid
- Valid
Susan Conner personal email
n/a
About Susan Conner
An organized and motivated professional with diverse professional experience in various industries. Excellent teamwork, communication, problem solving and customer service skills. Strives for excellence in every client interaction. Strong customer facing and client onboarding skills.
Susan Conner's Current Company Details
Merit Financial Advisors
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Regional Operations Director, Atlanta Region
Atlanta, GA, US
- Website:
- meritfinancialadvisors.com
- Employees:
- 6
Susan Conner Work Experience Details
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Regional Operations Director, Atlanta RegionMerit Financial AdvisorsAtlanta, Ga, Us
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Regional Operations Director, Atlanta RegionMerit Financial Advisors May 2024 - PresentAlpharetta, Ga, Us -
Regional Operations ManagerMerit Financial Advisors Sep 2023 - May 2024Alpharetta, Ga, Us
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Client Services ManagerMerit Financial Advisors Jul 2022 - Sep 2023Alpharetta, Ga, Us
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Operations ManagerNfp Retirement Division Jan 2022 - Jul 2022Aliso Viejo, Ca, Us -
Operations SpecialistAsf Advisors, Llc (Afs) An Investment Mangament Consulting Firm Jul 2019 - Feb 2022
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Client Relationship AssociateArista Financial Group Jan 2018 - Jan 2019● Liaison for ten Third Party Administration (TPA) clients.● Process 403b and 457 transactions for TPA clients. Transaction types include rollovers, withdrawals, loans, hardships and RMDs.● Answer client calls and provide transaction related assistance. ● Provide excellent customer service to clients. Frequently going above and beyond to resolve issues.● Enter and track all transactions in CRM software; Brokerage Builder.● Work with 403b Vendors to troubleshoot and resolve transaction issue for clients.
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Director Of First Impressions And Acciounts Receivable AssociateArista Financial Group Jan 2016 - Dec 2017● Serve as the First Impression of a busy Insurance and Financial Planning consulting company.● Screen calls manage calendar and book travel for company President.● Professionally answer phones and direct them to the appropriate department. Greet guests upon arrival. ● Purchased all office supplies for the office and lowered office supply spending by 20%.● Assisted the Benefits Team with Open Enrollment for their largest client.● Process all incoming commissions and payments in Quick Books. Volume processed was $5 Million annually. ● Assistant employees with technical support issues. Install and manage multiline phone system and conference phones. Liaison to Technical Support Vendor.
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Project Coordinator - Incentive$ ProgramSmart Start Georgia Apr 2002 - Jun 2003● Project coordinator for the Smart Start Georgia INCENTIVE$ program ● Responsible for client contact, application entry, and approval for over 2,000 teachers across the state● Speaker at local and regional Early Childhood Education conferences to promote the INCENTIVE$ Program● Organized the entire data entry process and streamlined the application process● Worked with system programmer to develop a more efficient, secure database
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Report CoordinatorInnotrac Dec 2000 - May 2002Johns Creek, Georgia, Us● Create and maintain hiring projections based on monthly call forecasts● Complete call center statistic reports on a daily, weekly and monthly basis● Analyze current call volumes and predict future volume trends● Compile cumulative payroll hours report for client billing purposes● Maintain accurate database of all CSR’s for multiple accounts and locations● Track and compare variations in projected verses actual call volumes -
Technical Recruiter/ Account ManagerHall Kinion Jan 2000 - Nov 2000Us● Developed new client relationship in the Atlanta IT market● Prospected new business from potential clients found via networking and Internet research. Involved inside and outside sales efforts● Recruited high-level developers and consultants specializing in Internet technologies● Built client relationships and worked to secure contracts for computer technologists as permanent employees for companies ranging from start-up corporations to Fortune 500 Companies● Regularly recruited, pre-screened, pre-sold and closed candidates● Closed the first placement in a green field market● Created and implemented Candidate Referral Management System for clients● Regular attendee at TAG (Technology Association of Georgia) events where networking in the IT industry led to additional clients -
Regional Sales ManagerInterstate America May 1999 - Jan 2000● Sold print and Internet advertising; prospected, obtained and managed new accounts● Frequent laptop presentations, sales calls to large accounts● Managed all post-sale accounts to obtain final approval for sold ads● Proved successful at database management, telesales and cold calling
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Promotions ManagerInterstate America Oct 1998 - May 1999● Maintained all aspects of Public Relations. Responsibilities included writing press releases to a variety of targeted markets● Co-created and edited all materials for direct mail campaigns● Received press in Parenting Magazine and Southern Living● Negotiated all revenue sharing projects● Obtained final approvals for revenue Sharing project proofs● Produced and managed revenue reports for all revenue sharing projects
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Call Center Director / Dir. Of Retail DistributionInterstate America Nov 1997 - Oct 1998● Direct management responsibility of inbound call center with volume of up to 600 calls daily● Hired, trained, and supervised 15 part-time employees● Provided solutions for daily customer service issues● Participated in and attended national trade shows● Completed daily batch reports and balances of daily, weekly and monthly period dollar closeouts● Expanded call center to double capacity● Researched, recommended and managed installation of new phone system, local T-1 and long distance T-1
Susan Conner Skills
Customer Service
Microsoft Office
Sales
Strategic Planning
Microsoft Excel
Team Building
Project Management
New Business Development
Public Speaking
Sales Management
Account Management
Training
Management
Marketing
Leadership
Event Planning
Business Development
Susan Conner Education Details
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University Of Georgia - Franklin College Of Arts And SciencesBsfcs
Frequently Asked Questions about Susan Conner
What company does Susan Conner work for?
Susan Conner works for Merit Financial Advisors
What is Susan Conner's role at the current company?
Susan Conner's current role is Regional Operations Director, Atlanta Region.
What is Susan Conner's email address?
Susan Conner's email address is sc****@****afg.com
What schools did Susan Conner attend?
Susan Conner attended University Of Georgia - Franklin College Of Arts And Sciences.
What skills is Susan Conner known for?
Susan Conner has skills like Customer Service, Microsoft Office, Sales, Strategic Planning, Microsoft Excel, Team Building, Project Management, New Business Development, Public Speaking, Sales Management, Account Management, Training.
Who are Susan Conner's colleagues?
Susan Conner's colleagues are Sunil Sunil G, Lazar A.
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