Customer service professional with an education background offering polished communication skills. Brings excellent organizational skills and talent for overcoming challenges. Self-motivated and true team player.
-Utilizes knowledge in annuity suitability practices that provide financial professionals awareness of regulatory actions and requirements to submit business.
-Collaborates with new business specialists, sales, contracting and management teams to develop solutions and accomplish shared business objectives.
-Navigation of multiple software systems to access documents, email, fax, enter and track data.
-Meets or exceeds quality targets by delivering exceptional customer service with incoming calls requesting assistance.
-Ensures timely, clear follow information is provided to resolve issues
- Assists with training new team members.
-Promptly handled inquiries from prospective and actively contracted agents and marketing organizations through incoming calls.
-Provided guidance to adhere to licensing and contracting guidelines, state suitability regulations and annuity product training requirements.
-Provided agents individual commission structure, potential percentages earned and debt resolution.
-Navigated complex systems and organized data entry exceeding targeted wrap up times.
-Provided training to new team members.
-Met or exceeded quality guidelines for customer service, call handling and documentation.
-Helped students explore concepts with engaging, learning-focused activities built on the art and science of cosmetology.
-Monitored student progress and adjusted instruction to meet individual needs.
-Collaborated with colleagues to develop and revise curriculum, enhancing learning experience.
-Assisted in application strategy of student services ensuring a positive customer and retail experience.