Customer Success Agent

Recovered from temporary disability that ended previous employment
Managed household budgeting and financial planning and reduced monthly expenses
Designed and implemented a comprehensive event calendar for household activities, allowing for better time allocation and minimizing overlaps
Oversaw home maintenance and vendor management, ensuring timely repairs and resource allocation
Developed problem-solving, organizational, and multitasking skills
Provided caregiving and emotional support to household members

Served customers as a Notary Public
Processed transactions and maintained a customer database that improved customer segmentation and targeting efforts
Worked with project managers to develop and implement strategies to drive sales up 20% while saving costs

Monitored and responded to customer support inquiries based on severity, achieving a 95% satisfaction rating
Provided daily updates and technical solutions, resolving issues promptly and effectively

Developed customized insurance plans to meet customers' individual needs, resulting in a 45% increase in sales
Trained and mentored sales representatives on effective sales techniques, resulting in an increase in sales closures by 25%
Maintained an insurance license for 24 states

Managed office operations using Appfolio CRM software, overseeing tenant management, billing, and maintenance
Directed office staff and handled website design, social media, payroll, and scheduling
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone or email.
Maintained accurate financial records by regularly reconciling accounts payable/receivable transactions to ensure balanced budgets.