Andrew Davis

Experience

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  Walmart

  May 2012 - Jul 2013

  Sales Associate
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  COUNTRY Financial®

  Apr 2017 - Apr 2018

  Billing Specialist

  Communicated with customers via phone to deliver a best in class client experience by resolving matters related to customer service and billing. Examples include: coverage, quotes, policy changes, processing payments, reinstatement requests, and policy change impacts to premium.Completed calculations and transactions accurately to make policy changes, modify policy coverage, and/or collection of premium from clients based on underwriting, accounting, and billing services guidelines and best practices.Updated communication records and other data into various company systems for information transfer to the Financial Representative, call center management trending reports, or other organizational areas. Show less

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  Precision Pipeline, LLC

  Jun 2018 - Jun 2020

  Laborer

  Laborer for Coating Crew since starting in June 2018. Skills include: operating a sandblaster, heat ring, and industrial SPC Spray Grade Coating. Improved sandblasting productivity by 40% despite having no prior sandblasting experience before this position. Trained each new employee on how to perform jobs accurately, quickly, and effectively. Became knowledgable about safety and environmental regulations. Monitored pipeline safety conditions to ensure a work-safe environment at all times. Certificated for SPC Brush Grade Coating, and SPC Spray Grade Coating. Certified for two years (6/20/18-6/20/20). Show less

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  Wells Fargo

  Jun 2020 - Aug 2021

  Adopted many different duties, including processing loan payments, negotiating repayment plans for delinquent accounts, account research to clarify problems and provide solutions. During the pandemic, received constant training to assist other departments to navigate the changing economic environment, gaining experience assisting customers with COVID-19-related financial hardships, including forbearances, deferrals, and loan modifications.

  • Account Resolution Specialist 2

    Oct 2020 - Aug 2021

  • Account Resolution Specialist

    Jun 2020 - Oct 2020
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  Fidelity Investments

  Sept 2021 - Aug 2023

  Connect with current and potential clients, explore financial goals, and review existing portfolios to assess risk tolerance, investment objectives, and retirement time horizons. Improve clients’ financial planning and generate tailored investment and financial guidance (in compliance with the SEC’s Reg BI) by utilizing retirement analysis tools, partnering with outside financial and brokerage consultants, and educating the client on planning concepts, general investment knowledge, investor resources, and the Fidelity products and features that best suit their individual needs. Show less

  • Investment Solutions Representative

    Feb 2023 - Aug 2023

  • High Net Worth Service Associate

    Sept 2022 - Feb 2023

  • Customer Relationship Advocate

    Sept 2021 - Sept 2022