705b9eac-abc0-48f8-963e-b60f7ca32c52

Andrew Smith

287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000

personal information

Professional Summary

 The reason why I think I am an A-grade candidate is because of my ability to adapt to a working situation easily.  This can be proved through my 5-years in Banking, where I ended as part of the Management team.  Thereafter I managed my own small business for one year and re-entered the market as a Personal Assistant to an international photographer looking after all 3 her companies.  I started at Pro Range a sporting 3 golf villages and 5 gyms all over South Africa as an Administrator and after 1 year with the company was promoted to Admin manager.
In my role as Personal Assistant I have learnt to always be pro-active, since in a high paced environment you need to think on your feet all the time anticipating the next move.  You don’t always have the luxury to wait on an instruction, but need to rely on your own initiative.  I am a young, vibrant, friendly go-getter with my biggest weakness being a perfectionist.  I would definitely be an asset to your company. 
 

Employment history

Customer Relationship Manager, Gutmann-Hoeger. Johnsbury, Idaho
Dec. 2017 – Present
Ternary Financial services is an Independent Financial Services Company established in 2001. We have a team approach when dealing with our clients. The team consist of 9 members, who is all responsible for all our clients. Our clients is not looked after by a specific advisor, but rather by the Team.

My duties can be categorized as per the below.

Medical Aid: 

  • Mass emails when cost and benefits change at the end of the year 
  • Plan Changes (Up or Downgrade) 
  • Adding dependents 
  • Appointment forms 
  • Recommendation Letters when advisor requests between different plans/schemes using GetQuote 
  • Queries submitted from clients 
  • Register chronic medication with scheme 
  • New medical aid application 
  • Cancellation of medical aid 
  • Confirmation letters 
  • Monthly Management report 
Client Relations: 
  • Change of investor details, such as contact details, address, surname etc 
  • Compiling appointment list 
  • Scheduling quarterly feedback appointments and general client meetings 
  • Schedule Product Provider meetings 
  • Confirmation letters 
  • Contacting clients for outstanding documentation as advised by advisor 
  • New Client emails, prepare client folder 
  • New Client file signed docs upon receipt 
  • Onboarding of new CRM system 
  • Ensuring database is kept relevant 
  • Assist Operations manager with any projects 
 
Executive Team Assistant: 
  • Prepare week ahead sheet 
  • Prepare Agenda and report list 
  • Birthday email to Directors 
  • Birthday card to client 
  • Assist in Operational reports 
  • Assist in Project planning, such as audits to ensure all client information is correct on Sanfin system 
  • Preparing Management reports 
  • Preparing Agenda for Week ahead with Staff 
  • Audit of Database lists 
  • Diary Management for entire office including 3 advisors. 
  • Travel arrangements for all advisors 
 
Expenses Management: 
  • Stationary orders 
  • Weekly office shopping 
  • Keeping expense log for budgeting purposes 
  • Prepare invoices for payment and send our proof of payments 
  • Liaise with accountant re payments and staff re-imbursements 
 
Wills: 
  • Receive wills from Advisor  
  • Request Lordea /Servo to collect 
  • Prepare paper work for collection 
  • Send confirmation letter via postal services to client when the will is received back 
 
Workflow Management 
  • Receive work allocation form Advisors 
  • Allocate the work to be done 
  • Keep client informed re the process 
  • Confirm to client and advisor once process has been complete 
  • Weekly feedback meeting with administrators re their workflow tasks 
  • Bi-weekly feedback meeting with Advisors providing feedback on all allocated tasks. 
 

Administration Manager, Leffler, Schaden and Miller. Port Titus, Tennessee
Feb. 2018 – Apr. 2018
 Pro Range is a sporting company, established in 1996 that consist of 3 golf ranges and 5 gyms.  The administration team consisted of 4 administrators and 1 all-rounder.  During my time at Pro Range I was instrumental in the take on of the 3 Eastern Cape Gyms.  Here we had to implement systems, give training and be of great support.

 

Duties as Shared Service Manager:     
  • Check and manage daily recon of takings completed by Administrators 
  • Complete monthly Audits for 8 facilities and provide technical recommendations for each administrator. 
  • Compile monthly comparison reports for debit order runs. 
  • Provide feedback to Directors on monthly debit order runs and comparison between current and previous months. 
  • Be the link between 8 facilities and head office 
  • Import the Unpaid bank files into database (Intouch) 
  • Responsible for recruiting and training within my department. 
  • Completing of Attendance registers, progress reports, leave forms and disciplinary action. 
  • Weekly batch credit journals of payments received from Attorneys who administers bad debt clients 
  • Training new Administrators and Temps on policy and procedures as well as on job.
  • Supporting the new staff as they find their feet 
  • Ordering of pre-printed stationery 
  • Ordering of refreshments and consumables 
  • Audit Refunds due to members and keeping a log 
  • Signing off on Commissions payable to Sales Staff 
  • Managing new project (PaperTrail) 
  • Managing 6 Administrators and 1 Admin Assistant 
                              

Personal Assistant to Senior Pastor, Williamson-Kuhic. Port Sunnyville, Tennessee
May. 2015 – Aug. 2015
Gateway Christian Church is headed up by Senior Pastor Paul Daniel. The staff compliment consisted of myself his PA and the bookkeeper. The church was started in 2013.  Pastor Paul started His People Church Cape Town in the late 1990’s.

My duties included:

  • Managing diary up to the minute basis 
  • Managing travel requirements 
  • Office management 
  • Minute taking for meetings 
  • Liaising with Ministry Leaders 
  • Administrator for the Bible School 
  • Liaison officer between suppliers and office, such as web developers. 
  • Managing all forms of communication from the Senior Pastor’s office to the outside. 
                            

Personal Assistant, Ziemann Group. Schambergerton, New Hampshire
Aug. 2012 – May. 2013
 Christine Meintjes an international photographer who owns an online wedding magazine and a photography support company.  The team started out with just the 2 of us and grew to 8 staff members.  Christine started taking photographs at the age of 15 and took the wedding photo’s of Schalk Burger, Jo-Ann Strauss, JP Pietersen and Morne Morkel to name but a few. 
Given Christine’s extremely busy nature I can’t wait upon an instruction, I need to anticipate her next move and take initiative.

Duties as PA:
 

  • Managing diary up to the minute basis 
  • Liaising with new and existing clients 
  • Managing International travel requirements including Visa applications 
  • Bookkeeping for three separate entities 
  • Prepare invoices for payment 
  • Preparing of bank recon on our web based accounting system 
  • Filing financial documents for accountants 
  • Being of assistance at Financial Year End to the accountants.
  • Liaising with the private Banker on various levels of banking requirements 
  • Office management 
  • Ordering of stationery 
  • Maintaining sufficient stock levels (stationery, packaging, etc) 
  • Being visible on social media on Christine’s behalf 
  • Dictation 
  • Minute taking for meetings in all 3 entities 
Duties as bookkeeper:
 
  • Full debtors and cashbook function 
  • Preparing the financials up to trial balance stage 
  • Various journal entries 
  • Reconciliation of accounts 
  • Statutory returns (VAT, PAYE, etc) 
  • Payroll and certain HR functions (staff 7 people) 
  • Accounting package: Pastel 

Customer Service Manager, Dooley-Schimmel. Clintfort, Nebraska
Jun. 2008 – Sep. 2008
Various positions were held in the bank as growth was quite prolific.

These positions include:
 

  • Teller 1 
  • Bulk teller 
  • Customer Information Consultant 
  • Customer Service Consultant 
  • Frontline support officer 
  • Account support officer 
  • Team leader tellers 
  • Risk officer 
  • Team Leader inquiries 
  • Account analyst 
  • Sales support officer 
  • Service Consultant 
  • Customer consultant 
  • Service centre manager 
  • Customer service manager 
 
Duties included:
 
  • Being the liaison between and branch and service centres in order to maintain the same standard of customer service for all the outlets. 
 
  • Switchboard/ Reception 
  • General typing (letters, memo’s, invitations, etc.) 
  • Minute taking in weekly meetings 
  • Drawing up of Saturday working roster 
  • Booking of temp staff 
  • Coordinating meetings 
  • Ensuring that frontline staff is at capacity 

Education

Southern Vermont Institute, Bretttown, Rhode Island
B Com (General) not completed, Accounting

Languages

English
Native speaker

Afrikaans
Native speaker

Skills

Problem solving
Expert

Communication (Oral and written)
Expert

Reservation Management
Expert

Administration
Expert

Secretarial Support
Expert

Project Management
Skillful

Awards

Additional information

e014a137-dc56-4189-aef0-9e98726d7f30

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Intention to work in a challenging and competitive environment where strong sense of responsibility and commitment requires, where dignity of work provides job satisfaction and the place of work provides potential avenues for learning and growing and to achieve top-level in the hierarchy of the organization. 

Employment history

Ticketing Executive, Heathcote-Purdy. Port Valeriamouth, Mississippi
Aug. 2019 – Present
  • Answer passengers’ questions about flights, aircraft, weather, travel routes and services, arrival times, or schedules.

Customer Relationship Manager, Runolfsdottir-Beier. Skilesmouth, Alaska
Apr. 2018 – Jul. 2018
• Identifies business opportunities by identifying prospects and evaluating their
position in the industry; researching and analyzing sales options.
• Provide highest quality of service to the customers over the Phone, SMS, Email.
• Keep abreast with the latest information with respect to the products, policies and
procedures of the company in order to handle customer queries and complaints
effectively and efficiently
• Generate customer interest in the services or products.
• Planning and scheduling meetings and appointments.
• Provide personalized service by responding quickly to the needs of the customers.
• Handle other duties as assigned by Management. 

Junior Executive, Shanahan Inc. Streichbury, Kentucky
Nov. 2017 – Dec. 2017
• Sale products by establishing contact and developing relationships with prospects;
recommending solutions.
• Maintains relationships with clients by providing support, information, and
guidance; researching and recommending new opportunities, recommending profit
and service improvements.
• Prepares reports by collecting, analyzing, and summarizing information.
• Maintains quality service by establishing and enforcing organization standards. + Contributes to team effort by accomplishing related results as needed. 

Executive HR & Admin, Schuppe Group. Rubenmouth, Alabama
Apr. 2017 – May. 2017
• Timely Program schedule & Venue selection with negotiation of organizations.
• Arrange to make program planning for the every occasion.
• Managing the day-to-day operations of the office.
• Managing projects and conducting research.
• Preparing and editing correspondence, reports, and presentations.
• Making travel plan and relevant arrangements.

Customer Care Executive, Stark-Bergnaum. Jeremybury, Georgia
Jul. 2016 – Aug. 2016
  • Answer calls professionally to provide information about products and services,
take/ cancel orders, or obtain details of complaints.
  • keep records of customer interactions and transactions, recording details of
inquiries, complaints, and comments, as well as actions taken.
  •  Process orders, forms and applications.
  •   Follow up to ensure that appropriate actions were taken on customers’ requests. .
  • Refer unresolved customer grievances or special requests to designated
departments for further investigation 

Assistant Teacher, Olson LLC. Barbieborough, Massachusetts
Apr. 2016 – Jun. 2016
• Organizing and maintaining files and records of classes
• Maintains professional and technical knowledge by attending educational
workshops, reviewing professional publications establishing personal networks bench-marking state-of-the-art practices: participating in professional societies.

Education

Southern Idaho Academy, East Yongshire, Pennsylvania
BBA, Human Resource Management, Sep. 2017

Southern Bashirian, Lake Anneberg, Rhode Island
Higher Secondary, Business Studies, 2011

West Schoen University, Ludivinaside, Pennsylvania
Secondary School, Business Studies, 2009

Awards

Software

Personal Details

Languages

Bangla

English

Skills

Time-efficient, systematic working methodology.

Rapid adaptability to new problem solving and new locations.

Excellent communication & presentation skills.

Proactive and capacity to work under pressure.

Young, energetic, dynamic & self confident.

People oriented and sound analytical abilities.

customer relationship manager

  • Formulate, direct and coordinate marketing activities and policies to promote products and services, working with product and 
  • Identify, develop, or evaluate marketing strategy, based on market and customer experience knowledge. 
  • Provide expertise to help financial institutions manage risks and maximize returns associated with investment products or credit offerings as part of my role.
  • Developed pricing strategies based on firm priorities and objectives and customer satisfaction.
  • Focused on life insurance policies to businesses and individuals on behalf of insurance companies, 
  •  Developed Network within communities to find and attract new business.

customer relationship manager

  • Establishing a connection with the client, taking their requirements, educating them about the solution & to finalizing the functional requirement.
  • Aligning the technical team with the same & keep a track of the development.
  • Updating Client about the status of the development and keeping a check on their changing demands.
  • Resolving Clientele queries: time to time.

customer relationship manager

  •  Communicate customer request to technician for services. Maintain CRM report on SAP. 
  •  Keeping commitments in a timely manner & resolving issue promptly. 
  •  Attend to all customer complains in a comprehensive manner and answering the mails. 
  •  Ensure that each customer receive outstanding service by providing friendly environment. Maintain an awareness of all promotion, display maintenance.  

customer relationship manager

  • Rectifying customer quires through Email and Chat.
  • Handling Escalation customers
  • Handling Email and Chat team and report on quality parameters.
  • Trained over 50 new employees in a classroom setting

customer relationship manager

  • Deliver timely, accurate and actionable information to SoFi Teams as appropriate.
  • Strong ability to overcome objections, deescalate inquiries and be genuinely empathetic in conversation with Members 
  • Take ownership of resolving member inquiries and attempt to foresee causes of additional inquiries.
  • Share insights with management regarding the root causes of Member inquiries, concerns and complaints, advocating on our members’ behalf.

customer relationship manager

  • Resolving customer complaints quickly and efficiently. 
  •  Keeping customers updated on the latest packs  in order to increase sales. 
  • Request and secure required documentation according to documented company procedures 
  • Perform audits an reviewed documents to ensure data provided by applicants at submission is accurate and the request meets SOFI specifications pursuant to SOPs 

customer relationship manager

  •  Handled client complaints and sought timely resolutions.              
  •  Prepared financial forecasts and quarterly reports.            
  •  Monitored client accounts and identified possible issues.              
  • Coordinating with sales team to ensure maximum sales is done 

customer relationship manager

  •  Accounts receivable collections of past due accounts, making collection calls, sending letters, and documenting collection activity in collection module.
  •  Providing End to End solution to the customers.   
  •  Commissioning of the products after sales is done.             
  •  Dealing with clients and identifying new customers.

customer relationship manager

  • Addressed any and all customer service inquiries via phone Inbound, Via Secure Chat and email regarding Student loan refinancing, Unsecured Personal Loans and Mortgages.
  • Assigned to outbound campaign,  Communicating with applicants to update them on status and obtain more information if needed.
  • Verified documents and worked with the operations team to successfully move applications through the sales process to funding 
  • Utilized effective consultative sales techniques 
  • Demonstrate strong call control 
  • Provided and Practice First Call Resolution 
  • Practiced being thorough with providing information to borrowers and document every correspondence with applicants and borrowers clearly and concisely 

customer relationship manager

  •  Communicate with client’s and ensuring their satisfaction by giving     them required support and service. 
  •  Providing end to end solution to the customers.    
  •  Commissioning of the products after sales is done.             
  •  Dealing with clients and identifying new customers.
  •  If any products or parts of products found damaged checking them and  make sure they change immediately by service Engineers.
  •  Created and maintained relationship and loyalty with clients    through  personal interaction
  •  Used knowledge products and services to build sales.

customer relationship manager

  • Helped other LOB team members when needed
  • Clarify customer requirements; probe for understanding, use decision-support tools and resources to appropriately provide resolution to the customer  
  • Maintained an expert knowledge of client products and/or services as well as process (SME).
  • Prepare complete and accurate work including appropriately notating accounts as required
  • Resolving discrepancies and taken the responsibility to train and guide the other team members and ensure the team performance at maximum.

customer relationship manager

  • Direct and coordinate marketing activities and policies to promote products and services, working with promotion managers.
  • Advise factors affecting the selling of products.
  • Initiate market research and analyze their findings.
  • Allotment of vehicles to the bookings through system.

customer relationship manager

  • Looking into the inbound and outbound services of the call centre.
  • Complaint Monitoring and Resolution to customers.
  • Consumer Forum Case Closures.
  • Monitoring the vehicle delivery as per the scheduled departure time.
  • Coordinating with operations department for any break down issues or accidental cases.
  • Working with the legal department for any pending recovery related issues.
  • Processing the refunds of the customers for cancelled or completed bookings.

customer relationship manager (after sales)

  • Planning of different activities (Free Checkup Camps, Door to Door Visit, Mall Activities, and Indoor Activities) required for database generation. 
  • Recruiting and providing training to the SMRE’s and CRE’s for appointment and service follow-ups. 
  • Monitoring different callings, service advisor performance. 
  • Monitoring service complaints, complaint handlings and closures.
  • Appointment target monitoring and performance review on weekly basis.

customer relationship manager

  • Handling Inbound and Outbound calls.
  • Handling the MIS records.
  • Understanding and Handling customer’s needs, wishes and dreams to be delivered at the right time and problems customer’s are trying to resolve.
  • Will follow every issue and ensure maximum satisfaction of customer.

customer relationship manager

  • Helping design marketing strategies based on seasonal changes.
  • Assisting clients in making travel arrangement for both business and holiday purposes.
  • Providing and negotiating quotes to find the best value options available.
  • Creating and administering bookings for transport, accommodation, sightseeing and other travel related activities as per client requirements. 
  • Drawing up travel itineraries and ensuring that all needs of the guests are met. 

customer relationship manager

  • Developed effective working relationships with customers through regular meetings, while identifying and obtaining further sales and business development opportunities 
  • Provided regular feedback to senior management about marketplace and competitor activity. 
  • Identified requirements for new products & services to anticipate and potentially lead the market. 
  • Undertook regular project reviews with all involved in these processes to ensure transfer of knowledge. 
  • Managed accounts and met targets relating to revenue growth, profit margin, mix of products and services sales, customer retention and customer acquisition. 
  • Adhered to all quality standards and processes, for the acquisition of customers, opportunities and submission of tender and contract documents. 

customer relationship manager

  • Proficient with computer spreadsheets and Microsoft Office products.
  • Able to listen to and comprehend people’s problems with the intent to solve them
  • Friend Enclave, Derabassi as Customer Relationship Manager (July, 2015-October, 2018)
  • Palam Height Society,Derabassi as Customer Relationship Manager (January, 2012-March, 2015) 

customer relationship manager

  • Supervise administrative operations and daily compliance.
  • Identify and develop business opportunities in market, increase client base, and help establish business development .
  • Oversee the smooth functioning of the branch’s daily operations, specifically, account management, cash management, scheduling, staffing, etc.
  • Ensure communication, understanding and compliance with administrative policies and procedures.

customer relationship manager

  • Conducted procurement for oil and construction products.
  • Managed supplier and customer relationships for purchase orders and sales.
  • Market analyst for new clientele.
  • Confer with customers by telephone or in person to provide information about product,takes orders and obtain details of Complaint.

customer relationship manager

  • Solving Customer queries regarding insurances.
  • Making customers aware of their insurance status.
  • Making customers understand and aware of different insurance schemes. 
  • Guiding customers to their best suitable insurance interests.
  • Helping customers and execution of their requests within an efficient timeline.
  • Retention and gaining the trust of customers. 
  • Always got positive reviews from the customers. 

customer relationship manager

  • Liaised between customers and organization with particular focus on working with sales department.
  • Maintained statistical database of customers using [Software] for types of customer complaints, resolutions offered by organization, and satisfaction rating by customer.
  • Developed documentation and logs of implemented solutions and generated and submitted [Timeframe] reports.
  • Educated customers about [Product or Service] options and processed purchases.
  • Monitored metrics and developed actionable insights to improve efficiency and performance. 

customer relationship manager

  • Facility Management-Ensuring the coworking space is clean, inventory is stocked, the mail is received, and local vendors deliver without disruption. 
  • Member Management-Use a coworking management software to manage space, member invoices, and issues. 
  • Marketing– Manage coworking marketing campaigns and engagement through email and phone. 
  • Business Development and Sales– Conduct onsite tours, CRM, follow up with leads, and sign members up. 
  • Community Engagement-Create networking initiatives, social events, and local partnerships to increase the stickiness factor of the space. 

customer relationship manager

  • Purchase advertising space or time as required to promote client’s product or agenda.Formulate, direct and coordinate marketing activities and policies to promote products and services, working with advertising and promotion managers.
  • Handling inbound customer Queries related to insurance 
  • Handling all claims related queries 
  • Asssiting the customer regarding insurance products 

senior customer relationship manager

  • I use to handle Chats, email, social Media and calls.
  • Worked on most of the pilot process and made them success.
  • I worked as Business Development (Tie-up with other Retailers) with the conversion of 18% at the initial stage. 
  • Handling International Customers
  • Supervise the work.
  • Provided guidance in handling difficult or complex problems.

customer relationship manager

  • Communicating with potential clients on calls, emails, understanding their requirements, pitching them our services & connecting them with the relevant service providers
  • Cross selling & Up selling
  • Coordinating with vendor and customer to schedule meetings, following up to generate hot prospects and closing the deals
  • Working on improvement of CRM panel & continuously evaluating the processes to ensure maximum revenue 
  • Building & maintaining business relationship with clients & vendor partner

customer relationship manager

  • New medical aid application 
  • Cancellation of medical aid 
  • Confirmation letters 
  • Monthly Management report 

customer relationship manager

  • Mass emails when cost and benefits change at the end of the year 
  • Plan Changes (Up or Downgrade) 
  • Adding dependents 
  • Appointment forms 
  • Recommendation Letters when advisor requests between different plans/schemes using GetQuote 
  • Queries submitted from clients 
  • Register chronic medication with scheme