Joseph Marks

Award-winning sales and customer service representative with extensive background in personal insurance and investment brokerage. Dedicated to developing strong client and external partner relationships as well as thorough internal operational processes.

Professional Skill Sets

• Business Development • Strategic Relationships • Operational Interaction

• Issue Resolution • Activity Coordination

Professional Experience

Senior Customer Service Representative | Benefit Advisor

2010–Present

Benefits for Life, Yardley, PA

Promoted from Customer Service Representative in September 2010 to singlehandedly manage the distribution and compilation of 300 – 400 customer satisfaction surveys per day. Increased overall company Net Promoter Score (NPS) score by prioritizing the workload and remitting reports to the Supervisor in a timely manner to address concerns quickly.

• Won MVP Service Award, Customer Service Team – November 2010.

• Evaluated all survey data and categorized each item into one of 24 different areas of concern.

• Wrote detailed coaching reports for all surveys with a NPS score of 0 – 3, including suggested courses of action; submitted reports to the Supervisor (generally within 24 hours).

Sales Floor Customer Service Representative (night)

2009–2010

Grocery Store, Intl., Yardley, PA

Provided sales assistance to shoppers while ensuring that stock was kept current and displays were inviting.

Self-Employed Financial Representative

2009–2010

Financial Services Group, Yardley, PA

Worked with a variety of charitable organizations and non-profit groups to help them raise money for a unique charitable giving program. Convinced customers to overcome significant initial misgivings about this new product, including demonstrating methods of delivering on the promises of company services. Successfully developed numerous new client relationships.

• Brought a large number of supporters together for the benefit of the Fairview Museum (Fairview, UT), resulting in a substantial contribution to their endowment fund.

Advisor Assistant

2007

Invest the Best, Yardley, PA

Maintained relationships with a variety of different insurance and investment companies while processing new business and providing direct customer service to existing clients. Supported Advisor on all customer and client business details.

• Compiled daily client meeting materials and ensuring swift and detailed processing of new business.

Financial Representative

2002–2007

Financial Group, Yardley, PA

Managed insurance and investment/retirement needs of exclusive list of clients, providing products and offerings from a diverse range of companies.

• Built relationships with all levels of management at partner companies to ensure the most effective and economical solutions to clients’ needs.
• Handled term and permanent life insurance, IRA’s, 401(k)s and annuities, among other products.

Professional Development

Bachelor of Science Degree, Physiology (major), Business (minor), Temple University, Philadelphia, PA.

Woodbridge Leadership Training, Boy Scouts of America.

Professional Associations

Member, National Association of Insurance and Financial Advisors.