Buffalo-Niagara Falls Area
I’m an experienced professional in customer service and finance with a passion for delivering exceptional service and building strong client relationships. I’m a self-managing, dependable team player who thrives in fast-paced environments and takes initiative to solve problems efficiently. I believe in the power of teamwork and strive to create a supportive environment where collaboration, growth, and continuous learning are encouraged. With a strong focus on leadership, I enjoy coaching colleagues, sharing knowledge, and being a reliable resource for others. Whether guiding a customer through financial solutions or helping a teammate grow, I’m committed to making a positive impact every day.
Account Manager for a portfolio of reseller partners. Drive insights and actions for reseller partners and vendors. Identify opportunities to increase usage of the Xvantage platform for both reseller partners and vendors. Develop comprehensive understanding of the products and services across the GTM organization. Stay up to date with industry trends, technological advancements, and competitive offerings to position Ingram Micro as a trusted advisor and market leader. Develop sales collateral, presentations, and marketing materials to enable the sales team in their efforts to adopt category solutions and/or Ingram Micro value add. Conduct training sessions to ensure a comprehensive understanding of category solutions and value add to customer. Collaborate with the sales team to identify customer needs and recommend suitable solutions. Assist in pre-sales activities, including product demonstrations, technical consultations, and proposal development to secure new business opportunities. Proactively engage with customers to understand their challenges, goals, and requirements. Provide personalized recommendations and solutions to address their specific needs, fostering strong customer relationships. Work closely with key vendors to stay informed about product updates, promotions, and marketing campaigns. Leverage vendor partnerships to deliver the best solutions and value to customers.
Responsible for servicing and/or processing financial and administrative transactions during the policy lifecycle including payments, disbursements, in-force illustrations, and claims support Adherence to the companies policies and procedures; especially those relating to regulations and controls Serve as a single point of contact for clients and agents Receive and resolve complex and/or sensitive customer service inquiries in an accurate and timely manner Responsible for researching, developing, organizing, and prioritizing solutions and options to balance both business and client needs Participate in various department projects, which impact the customer experience Understand and support corporate initiatives and distribution relationships as they impact the issuance and servicing of products Works in a team environment Receive and respond to high-volume incoming calls and emails in a timely manner.
Collaborate with Branch Manager to support sales performance and overall team morale Investigate customer issues and troubleshoot errors to determine root cause Initiate and modify clear instructions on a common goal Play a part in a team to support sales and service goals Maintain efficient application of policies and procedures Perform daily team activities to ensure operational awareness and effectiveness including delegated tasks from branch manager for branch operational progress Take on different roles daily to fill gaps in performance Maintain branch scheduler for proper staffing and use of paid time off and time sheets Complete audits to ensure accurate counts of cash and of branch facilities Conduct interactions with customers to build rapport and maintain a steady client base Work with business partners to ensure customer needs are met in a wide variety of areas including mortgage, merchant services, and financial advisement Balancing branch cash and cash vault levels, including ordering and determined ship outs Perform teller transactions to assist with cross selling and customer experience scores and branch net promoter score