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Jose
Sales & Customer Support Specialist with 4+ years in financial services
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Competencies
Executed prospecting, onboarding, and lead generation activities for financial clients.
Managed customer interactions, provided support, and built professional networks.
Utilized effective written and verbal communication skills in client and team interactions.
Developed campaigns for feedback collection and provided insights through reporting for platform improvements.
Supported policyholders with claims processes, explaining coverage and resolving issues.
Education
Languages
Summary
Experienced sales and client support specialist with a focus on financial services, adept at building relationships, executing campaigns, and resolving customer issues.
Key Achievements
- Onboarded CRE lenders and cultivated professional relationships at Finance Lobby.
- Promoted services and secured participation from mortgage brokers and investors.
- Assisted policyholders with claims and maintained strong customer relationships at Metlife Dental.
Experience
Account Manager
Cold called and onboarded CRE lenders, building professional relationships and establishing credibility in the industry., Reached out to mortgage brokers and investors, promoting services, securing participation, and cultivating strong professional networks., Developed and executed campaigns to...
Support Agent
Assisted policyholders with claims, explaining coverage and guiding them through processes., Adapted quickly to plan codes and technical terminology to provide accurate information., Managed client concerns professionally, resolving issues and maintaining strong customer relationships.