I am a Customer Service and Retirement Services professional with 10+ years of experience supporting insurance, financial services, and BPO organizations. My expertise spans customer support, retirement strategy guidance, quality assurance, analytics, administrative support, and workflow optimization.
I’ve delivered results in high-volume environments by combining strong analytical skills with exceptional client communication. My background includes:
- Managing executive-level email and calendar workflows
- Providing retirement plan support and financial insights
- Conducting data analysis, QA evaluations, and KPI monitoring
- Coordinating cross-functional stakeholders
- Improving processes, updating SOPs, and enhancing service quality
I am passionate about creating efficient systems, delivering excellent customer experiences, and supporting teams through organized, detail-driven operations. I’m now seeking opportunities in:
Customer Support | Retirement Services | Quality Assurance | Executive/Administrative Support | Operations
Let’s connect!
