Samuel Roll
Annuity Product Specialist at Constellation Insurance, Inc.- Claim this Profile
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Bio
Credentials
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Overcome Overthinking
LinkedInDec, 2022- Nov, 2024 -
Creating a Positive and Healthy Work Environment
LinkedInSep, 2022- Nov, 2024 -
Executive Leadership
LinkedInSep, 2022- Nov, 2024 -
Financial Wellness: Managing Personal Cash Flow
LinkedInSep, 2022- Nov, 2024 -
Influencing Others
LinkedInSep, 2022- Nov, 2024 -
Making Quick Decisions
LinkedInSep, 2022- Nov, 2024
Experience
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Constellation Insurance, Inc.
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United States
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Insurance
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100 - 200 Employee
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Annuity Product Specialist
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Jun 2023 - Present
Utilized excellent verbal and written communication skills to provide highquality customer service Demonstrated ability to build customer relationships and handle customer inquiries in a professional manner Maintained accurate documentation of customer interactions in CRM system Responded to customer emails, chats, and other inquiries in a timely manner Utilized excellent verbal and written communication skills to provide highquality customer service Demonstrated ability to build customer relationships and handle customer inquiries in a professional manner Maintained accurate documentation of customer interactions in CRM system Responded to customer emails, chats, and other inquiries in a timely manner
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Fifth Third Bank
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United States
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Financial Services
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700 & Above Employee
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Business Specialist
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Jun 2021 - Apr 2023
Processed loan transfers across different departments with efficiency and accuracy Conducted quality assurance reviews on all loan transfers to ensure accuracy and compliance Developed and implemented training programs for new staff on loan transfer processes Ensured all loan transfers were up-to-date and compliant with applicable regulations Collaborated with internal teams to ensure loan transfers were handled in a timely manner Resolved any customer inquiries related to loan transfers in a timely and professional manner Show less
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General Electric Credit Union
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United States
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Financial Services
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100 - 200 Employee
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Commercial Loan Processor
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Jan 2019 - Apr 2020
Processed commercial loan applications and verified the accuracy of the information entered into the system Managed the daily workflow of loan documents and ensured that all documents were accurately and completely processed Interacted with loan officers and customers to answer questions and solve problems Verified and validated customer information, such as credit scores, income levels, and financial statements Assisted in the preparation of loan documents, such as promissory notes and deeds of trust Show less
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Taco Bell
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United States
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Restaurants
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700 & Above Employee
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Shift Lead
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Oct 2017 - Nov 2018
Organized and managed all aspects of shift operations, including scheduling, customer service, staff training and sales goals Supervised and trained a team of 10 employees in providing exceptional customer service Implemented sales techniques to increase customer satisfaction and revenue Monitored team performance and provided feedback to motivate employees Handled customer issues and complaints professionally and efficiently Maintained accurate records of inventory and sales Organized and managed all aspects of shift operations, including scheduling, customer service, staff training and sales goals Supervised and trained a team of 10 employees in providing exceptional customer service Implemented sales techniques to increase customer satisfaction and revenue Monitored team performance and provided feedback to motivate employees Handled customer issues and complaints professionally and efficiently Maintained accurate records of inventory and sales
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Education
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2011 - 2015
Amelia High School
High School Diploma, High School/Secondary Diplomas and Certificates
Community
