I help business owners manage repetitive tasks, their
I am a dedicated Customer Support and Operations professional with a strong background in Insurance and customer services. I am committed to delivering exceptional service and ensuring seamless business processes. With experience in handling client concerns, streamlining workflows, recruitment, leadership, and team development. I specialize in helping individuals and families secure their financial future through tailored insurance and investment solutions, while also building and mentoring high-performing teams. I take pride in creating positive customer experiences while maintaining efficiency behind the scenes.
I take pride in delivering client-focused solutions, fostering a collaborative environment, and leading with integrity and purpose. Committed to continuous growth, I aim to empower both clients and tea
I am both knowledgable in Excel file, Microsoft Word, Google sheet, Docs and Canva.
Experience: 2 - 5 years
As a financial advisor, financial planning is one of the tools that we used for us to give the better solutions/programs to our client. We conduct Financial Planning first before we proceed with their application to make sure that the right program is fitted to the needs of our clients.
Experience: 5 - 10 years
As a current Financial Advisor, customer service is always important when dealing with clients. I always make sure that I give my 100% service to my clients when they have inquiries to their policies, claims etc. As a previous Shift Manager in the food industry, Customer Service is also a big factor in making the customer ask for a repeat business.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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