Cadeen Morrison
Kingston,
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Services Representative
BPM Financial Limited
10.2023 - Current
- Provides support to financial advisors to ensure that all the required information and documentation for creating new client accounts is collected, verified and stored to ensure that regulatory standards are met.
- Provides clients with necessary documentation to complete, to initiate an account, and checks the accuracy of the documentation completed.
- Ensures that a positive onboarding experience is provided to all new clients, including following up with clients to ensure that initial deposits are made to initiate account opening.
- Responds appropriately to all client inquiries via phone, email, online or in person.
- Accurately create Investment, Loans and Pension clients accounts and update client records, as required.
- Handles customer complaints in a calm and professional manner and works to find solutions.
Customer Service Subject Matter Expert
Sutherland Global Services- Toyota Financial Services
04.2021 - 10.2023
- Provide vital assistance to team members by effectively managing and resolving over 50 escalations daily, ensuring that issues are promptly addressed.
- Consistently exceed targets by successfully motivating and guiding over 30 customers daily to bring their collection accounts current, showcasing strong communication and negotiation skills.
- Facilitate new trainees by providing guidance, support, and feedback to help them develop their skills and confidence in handling customer inquiries.
Insurance Sales Representative
MGI Insurance Brokers
01.2020 - 06.2021
- Reviewed clients needs to determine appropriate policy offerings.
- Generated sales by contacting at least 20 active and prospective clients per day recommending various insurance policies and add-ons.
- Monitored company's social media presence across Instagram and Facebook platforms.
- Generated invoices for clients on Quickbooks and processed POS payments.
Customer Relations Representative
Courts Jamaica Limited
08.2019 - 12.2019
- Managed approximately 50 incoming calls, walk-ins and emails per day.
- Contacted customers after completed sales to suggest additional services and inquire about needs or concerns.
- Assisted sales, marketing and management teams to develop solutions and accomplish shared objectives.
Certified Ride Operator& Trainer
Elitch Gardens Theme and Water Park
05.2018 - 09.2019
- Trained ride team members on how to operate rides.
- Directly interacted with over 500 guests per day, by monitoring recreation areas, enforcing rules and safety policies.
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Education
Bachelor of Science - International Relations
University of The West Indies
Kingston, Jamaica11.2019
High School Diploma & Associate Degree -
Meadowbrook High School
Kingston, Jamaica06.2015
Skills
- Time Management
- Adaptability
- Customer Relationship Management
- Problem solving
- Detailed Oriented
- Teamwork
Accomplishments
- Certificate of Appreciation for consistency in assisting customers quickly and effectively.
Sutherland Global Services
Certification
Customer Service Certificate- Pending
Caribbean Securities Certificate- Pending
Timeline
Client Services Representative
BPM Financial Limited
10.2023 - Current
Customer Service Subject Matter Expert
Sutherland Global Services- Toyota Financial Services
04.2021 - 10.2023
Insurance Sales Representative
MGI Insurance Brokers
01.2020 - 06.2021
Customer Relations Representative
Courts Jamaica Limited
08.2019 - 12.2019
Certified Ride Operator& Trainer
Elitch Gardens Theme and Water Park
05.2018 - 09.2019
Bachelor of Science - International Relations
University of The West Indies
High School Diploma & Associate Degree -
Meadowbrook High School
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