Allison MacLeod

• Resolved issues through careful research and follow-up with representatives.

*Interact with representatives regularly to maintain and enhance relationships.

• Answered questions quickly via email or phone call.
• Developed and maintained positive financial professional relationships and coordinated with team members to properly handle requests and questions. This includes Gold Star representatives.

• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Investigated and resolved customer inquiries and complaints quickly.
• Responded proactively and positively to rapid change.
• Exhibited high energy and professionalism when dealing with clients and staff.
• Delivered prompt service to prioritize customer needs.
• Met customer call guidelines for service levels, handle time and productivity.
• Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
• Maintained up-to-date knowledge of product and service changes.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.