Widnes Casas
Dedicated customer service professional seeking an opportunity in a team-orientated company
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About
Dedicated customer service professional seeking an opportunity in a team-orientated company. Adept at handling a wide range of contact methods while accurately documenting customer issues and providing first class service with every interaction.
Experience
SERVICE SUPPORT (2025-04 – Present)
Partner with sales, carrier partners, and regional leads to settle queries from clients or secure advantageous agreements. Focus on customer service and administration, answering client calls, scheduling, data entry, documentation (endorsements, binders), lead development, and supporting licensed agents. Manages incoming leads—via phone or chat—who are already interested in a product or service.
Focus on understanding customer needs, explaining product value, and closing sales—acting as both a sales agent and customer support. Responsible for meeting sales targets, updating CRM records, and building trust to convert warm leads into customers.
OPERATION ANALYST (2017-01 – 2024-10)
An operations analyst at a bank is responsible for risk management by monitoring the financial operations of the bank and its office employees. Research and review processes for booking errors, missed payments, and other erroneous banking functions. Create and maintain KYC records by obtaining information from internal and external sources (firm website, regulatory websites, etc.) Work with Relationship Management and Compliance teams to update system information from start to approval of KYC records, and report progress to your supervisor.
Check KYC and CIP documents to make sure all information is complete and accurate. Ensure KYC records incorporate local regulatory requirements / Global Business Support Unit (BSU) Standards
CALL CENTER TECHNICAL SUPPORT (2012-01 – 2017-01)
Provide technical assistant, the first point of contact for customers. Welcome customers into the store, carry out pre-screening tests and help customers select the correct frames and lenses for their prescription. Manages incoming leads—via phone or chat—who are already interested in a product or service.
Focus on understanding customer needs, explaining product value, and closing sales—acting as both a sales agent and customer support. Responsible for meeting sales targets, updating CRM records, and building trust to convert warm leads into customers.
Education
Nursing Assistant – ICCT Collage
Bs Nursing – SoutheastAsian Academy
