Customer Experience Specialist

Kept bar organized and clean during busy hours.
Greeted patrons promptly and cordially, exhibiting excellent guest service skills.
Followed alcohol awareness procedures for preventing intoxication and dealing with intoxicated guests.
Mixed and served alcoholic and non-alcoholic beverages according to established recipes.
Attended regular training sessions designed to improve product knowledge and increase efficiency behind the bar.
Checked customer identification to verify age requirements for alcohol purchases.
Developed extensive knowledge of beer, wine, spirits, cocktails and other beverages to ensure accuracy when taking orders.
Operated point-of-sale system accurately for processing payments from customers.
Assessed bar inventory and completed requisition sheets to restock supplies.

Collected and analyzed financial data to identify trends and discrepancies.
Used technical and professional skills and knowledge to solve complicated problems requiring independent thinking.
Generated reports to present financial information to stakeholders.
Reviewed beneficiary designations on life insurance policies to ensure accuracy.
Maintained accurate records of all financial transactions related to trusts.
Negotiated settlements between beneficiaries when disputes arose over the distribution of assets from a trust.
Organized and managed high volumes of client data accurately, ensuring confidentiality of all information.
Ensured compliance with all applicable state laws regarding trusts.
Assisted in the preparation of estate planning documents, such as living trusts and irrevocable trusts.
Analyzed legal documents associated with trusts, including wills and powers of attorney.
Prepared detailed reports on trust activities for review by senior management personnel.
Advised trustees on their fiduciary duties under state law when administering a trust fund.
Monitored changes in laws or regulations that could affect trust operations.
Performed complex calculations for trust accounts, such as interest rate calculations and tax liabilities.

Personal Lines Processing applications and policy transactions
Identified discrepancies between coverage requested by customers and what was available from carriers.
Analyzed customer profiles to determine appropriate levels of coverage or changes in existing coverage.
Adhered strictly to company’s confidentiality protocols when dealing with sensitive information.
Utilized computer software programs such as Microsoft Word, Excel, Access for document preparation and data analysis.
Reviewed underwriting applications and ensured that all necessary requirements were met.
Provided support to senior underwriters in completing complex tasks such as analyzing financial data and making decisions regarding policy issuance.
Generated quotes for various types of insurance policies based on customer needs and risk assessment criteria.

Update policies scheduled for renewal Process Insurance policies within renewal deadline
Communicated effectively with clients, brokers, carriers, and other stakeholders throughout the underwriting process.
Analyzed customer profiles to determine appropriate levels of coverage or changes in existing coverage.
Identified discrepancies between coverage requested by customers and what was available from carriers.
Utilized computer software programs such as GuideWire, Microsoft Word, Excel, Access for document preparation and data analysis.
Developed strong knowledge of the insurance policies, rules and regulations for underwriting purposes.
Adhered strictly to company’s confidentiality protocols when dealing with sensitive information.
Reviewed underwriting applications and ensured that all necessary requirements were met.
Prepared detailed summaries outlining key findings from underwriting investigations.

Responded to telephone inquiries and complaints following standard operating procedures.
Delivered personalized customer service relating to questions and promptly resolved basic problems on customer accounts.
Provided account information to customers and explained bill service policies and customer rights.
Monitored daily performance metrics such as call volume, wait times, resolution times.
Developed and maintained working knowledge of internal policies, procedures, and services to appropriately address customer issues.
Performed data entry tasks accurately and in a timely manner.
Investigated and researched issues to determine root causes and appropriate resolution methods.
Created detailed reports outlining customer feedback trends over time.
Met daily customer service quotas with a focus on quality.