Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Felix Dominguez

Avondale

Summary

Client Specialist with experience in Implementation and Customer Success. Expertise in working with large accounts and large number of clients simultaneously.

Professional with strong track record in implementing solutions and driving successful project outcomes. Skilled in system configuration, process optimization, and user training. Known for effective team collaboration, adaptability, and consistently delivering results. Possess strong analytical skills, problem-solving abilities, and client-focused approach.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Life Insurance Sales Agent

FFL - Family First Life
01.2025 - Current
  • Outbound sales
  • Manage comprehensive client interactions through multiple communication channels.
  • Organization skills
  • Ability to keep track of sales and book of business.
  • Negotiated optimal terms on behalf of clients with insurance carriers, obtaining favorable rates that aligned with client budgets while still meeting coverage requirements.
  • Collaborated with colleagues to develop effective sales strategies and achieve team goals.

Account Specialist

Telgian Corporation
10.2023 - Current
  • Oversee account and handle all client interactions (Phone, Email, Video Call)
  • Work with internal teams to assure compliance needs are met.
  • Handle escalations
  • Generate billing reports to prevent billing delays
  • Meet and exceed monthly deadlines and expectations
  • Achieved high levels of client satisfaction through timely resolution of compliance disputes or other account-related concerns.
  • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
  • Completed routine and complex account updates to resolve problems.

Implementation Specialist

ADP
09.2020 - 10.2023
  • Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
  • Assisted in onboarding over 50 clients simultaneously, customizing platforms to mee unique client needs for optimal use.
  • Developed strong relationships with clients, fostering trust and confidence in the implementation process.
  • Developed personalized onboarding strategies for each client to ensure a smooth transition to the ADP platform.
  • Provide ongoing support and troubleshooting for clients to ensure smooth implementation and optimal platform usage.
  • Provided ongoing support and training to clients to maximize their utilization of the ADP platform and its features.
  • Conduct regular check-ins with clients to assess their satisfaction and identify any areas for improvement in the implementation process.

401K Service Partner

Paychex, Inc.
01.2018 - 07.2020
  • Provide training and guidance to plan administrators and owners on best practices for 401k compliance and record keeping
  • Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
  • Deliver exceptional customer service by providing online technical support for web-based 401k services, including assisting with loan and distribution inquiries, billing and administrative issues, and providing guidance on IRS and DOL regulations.
  • Bilingual communication skills required for assisting plan administrators and owners with company-related issues.
  • Provide technical support and troubleshooting assistance to plan administrators and owners for online web-based 401k tools and resources
  • Develop and maintain positive relationships with plan administrators and owners, serving as the main point of contact for all their 401k service needs.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.

Education

Training program in Leadership -

ADP
01.2020

Training program in Communications -

ADP
01.2020

Skills

  • Client relation management
  • Onboarding strategies
  • Technical troubleshooting
  • Critical thinking in analysis
  • Strong verbal skills
  • Coaching and mentoring
  • Strategic leadership skills
  • Strong organizational abilities
  • Training & development
  • Project management
  • Account management
  • Sales

Certification

Driver's License

Languages

Spanish
Native or Bilingual

Timeline

Life Insurance Sales Agent

FFL - Family First Life
01.2025 - Current

Account Specialist

Telgian Corporation
10.2023 - Current

Implementation Specialist

ADP
09.2020 - 10.2023

401K Service Partner

Paychex, Inc.
01.2018 - 07.2020

Training program in Leadership -

ADP

Training program in Communications -

ADP

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Felix Dominguez