Courtney Haley-Shaw
Peoria
Summary
Proactive Retirement Specialist and Customer Service Supervisor with extensive experience in retirement planning, client relationship management, and team leadership. Demonstrated ability to develop detailed income distribution plans, educate clients on financial strategies, and enhance customer satisfaction through efficient problem-solving and timely issue resolution. Strong skills in cash flow management, attention to detail, and continuous improvement. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Retirement Specialist
Principal Financial
2022.10 - Current
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Stayed current on industry trends, legislation changes, and market conditions affecting retirement planning strategies for continuous improvement in services provided to clients.
- Established strong rapport with clients through regular communication and follow-ups, fostering long-term relationships.
- Helped clients transition into retirement smoothly by creating detailed income distribution plans and withdrawal strategies.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
Customer Service Representative-Online/Contract Specialist
Princess Cruise Lines
2022.01 - 2022.04
- Navigated complex computer systems for efficient data entry, ensuring accurate record-keeping and timely updates.
- Promoted a positive brand image by delivering consistent, courteous, and professional service to customers at all times.
- Supported colleagues during peak periods or absences, demonstrating adaptability and strong teamwork capabilities.
- Maintained strict confidentiality when handling sensitive personal information in accordance with company policies and regulations.
- Retained valuable customers through empathetic communication, understanding their frustrations, and working towards mutually beneficial resolutions.
- Reduced customer complaints through proactive problem-solving and timely follow-up on outstanding issues.
- Enhanced customer satisfaction by swiftly addressing and resolving inquiries and issues.
Customer Service Representative-Online/Contract Specialist
Coach
2021.10 - 2022.02
- Responded to customer requests for products, services, and company information.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
Supervisor
Evergreen Building Services/MBM
2012.09 - 2015.01
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Demonstrated commitment to the organization''s core values, leading by example and fostering a culture of excellence.
- Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
Supervisor
Pacific Building Services
2006.09 - 2012.01
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Identified operational inefficiencies and implemented corrective measures to increase effectiveness.
- Developed staff skills through targeted training programs, resulting in improved performance and career growth opportunities.
- Maintained high safety standards to ensure secure workplace for all employees and visitors.
- Streamlined inventory management processes, leading to more organized and efficient stock handling system.
- Enhanced team productivity by streamlining workflow processes and implementing efficient scheduling systems.
Education
High School Diploma -
South Puget Sound Community College
Olympia, WA10.2019
Skills
- Client Relationship Building
- Cash Flow Management
- Continuing Education Commitment
- Long-Term Care Planning
- Honest and Dependable
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Excellent Communication
- Multitasking Abilities
- Reliability
Timeline
Retirement Specialist
Principal Financial
2022.10 - Current
Customer Service Representative-Online/Contract Specialist
Princess Cruise Lines
2022.01 - 2022.04
Customer Service Representative-Online/Contract Specialist
Coach
2021.10 - 2022.02
Supervisor
Evergreen Building Services/MBM
2012.09 - 2015.01
Supervisor
Pacific Building Services
2006.09 - 2012.01
High School Diploma -
South Puget Sound Community College
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