Aazhana Wilmore

• Handled customer complaints and inquiries in a courteous and efficient manner.

• Reviewed customer documentation for completeness and accuracy.

• Analyzed claims to determine extent of company's liability and make approval or denial decisions.

• Reviewed insurance policy to determine coverage. Successfully resolved escalated claims to ensure customer satisfaction.

Successfully resolved escalated claims to ensure customer satisfaction.

• Reviewed police reports or physical property damage to determine the extent of liability. Stayed up to date on local, state, and federal law changes in the insurance field to maintain knowledge.

• Stayed up-to-date on local, state, and federal law changes in insurance field to maintain knowledge.

• Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates to Annuities.
• Maintain detailed knowledge of LPL processes and system platform as they relate to Annuities.
• Maintain detailed knowledge about Annuity Products supported by the Annuity Order Entry system and be able to explain the differences between the product features.
• Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes.
• Strong attention to details
• Strong client focus
• Ability to provide effective feedback.
• Strong work ethic
• Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate value
• Train new service associates and contribute to maintaining training curriculum and materials, conduct quality assurance review on new associates and those who need specific areas of support.
• Forward thinking contributions during group and/or committee meetings.

• Provide quality review of key licensing activities.
• Set operational priorities for the licensing team to ensure task completion.
• Monitor activities to ensure compliance with established policies and business processes.
• Maintain records, status, track activities and perform other administrative requirements in licensing management systems.
• Representative of the licensing team in technical development initiatives.
• Intake sales calls for Medicare members looking for new plans.
• 20-50 sales per month.
• Top sales agent.
• Work with team members to improve performance and implement training updates.
• · Assign daily employee tasks and monitored activity and completion.
• · Manage schedules accepted time off requests and found coverage for short shifts.
• · Customize existing insurance programs to suit individual client needs by analyzing specific requirements.
• · Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Display a consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations.