Summary
Overview
Work History
Skills
Certifications Courses
Timeline
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Angela Srep

Saint Paul

Summary

SKILLS

Professional in financial sector, bringing comprehensive knowledge of market trends and investment strategies. Proven track record of facilitating successful transactions and formulating effective investment plans. Known for fostering collaborative environments and adapting to dynamic market conditions with ease. Skilled in client relations and financial analysis, ensuring optimal results.

Diligent Desired Position with robust background in brokerage, adept at navigating complex financial markets and providing strategic investment advice. Successfully facilitated high-value transactions, ensuring client satisfaction and compliance with regulatory standards. Demonstrated analytical acumen and strong negotiation skills.

Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining Type processes for optimized support and Type work.

Overview

14
14
years of professional experience

Work History

BROKER

Bankers Life
05.2024 - Current

Health Plan Advisor

Ucare
01.2022 - 11.2024
  • Developed and maintained strong customer relationships, addressing inquiries with patience and courtesy while ensuring high accuracy and efficiency
  • Delivered exceptional customer service, fostering trust and loyalty among clients
  • Communicated effectively regarding the proper usage of various durable medical equipment
  • Adhered to HIPAA guidelines to ensure the confidentiality and security of patient information
  • Provided guidance and training to new team members on standard operating procedures
  • Handled incoming calls related to billing issues, account information, and technical support with professionalism

Customer Service Representative

Medica
09.2015 - 08.2022
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Effectively communicated with customers to offer product and service details.

Bank Teller

Wells Fargo
04.2013 - 03.2015
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.

Bank Teller

TCF National Bank
01.2011 - 11.2012
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Processed customer transactions promptly, minimizing wait times.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.

Skills

  • Negotiation
  • Strong communication
  • Sales skills
  • Analytical thinking
  • Client relationship management
  • Effective communication
  • Problem-solving
  • Empathy
  • Active listening
  • Compliance requirements
  • Business growth
  • Business relationship building
  • Compliance adherence
  • Documentation expertise
  • Documentation
  • Marketing strategies
  • Sales strategy development
  • Software aptitude
  • Decision-making

Certifications Courses

Health and Life License

Timeline

BROKER

Bankers Life
05.2024 - Current

Health Plan Advisor

Ucare
01.2022 - 11.2024

Customer Service Representative

Medica
09.2015 - 08.2022

Bank Teller

Wells Fargo
04.2013 - 03.2015

Bank Teller

TCF National Bank
01.2011 - 11.2012

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Angela Srep