
Highly accountable and licensed Medicare Insurance Representative focused on client management and promoting insurance plans. Skilled at effectively managing multiple competing responsibilities, showcasing exceptional time management and customer service abilities. Knowledgeable Fraud Analyst with a solid background in investigating theft, forgery, and other types of fraud. Well-versed in institutional policies and regulatory standards, demonstrating analytical prowess in identifying and tracing fraudulent activities.
Ensured seamless enrollment process for clients by guiding them through necessary paperwork
Collaborated with team members to reach individual and group sales goals
Resolved customer inquiries regarding Medicare plans and coverage options
Upheld strict adherence to state licensing requirements while performing daily job activities
Continuously updated knowledge on industry trends, changes in regulations, and new product offerings through ongoing training sessions
Analyzed client's needs and recommended appropriate Medicare plans
Provided exceptional customer service by promptly addressing concerns or issues that arose during enrollment process or after sale was mad
Manage Teller line in high volume, multi teller environment
Schedule staff and workflow to ensure high-quality customer service
Help train staff to identify sales opportunities
Build, grow and mentor team
Responsible for teller coaching, performance issues and new hire training
Bank Processes Oversight
Manage vault records, cash supply and inventory of negotiable instruments
Oversee large cash transactions and monitor internal and external currency transfers
Verified daily balances of each teller station and secure all monies
Train staff regarding compliance of bank policies, laws and regulations
Oversee high-quality operations of branch environment
Handled escalated customer concerns or disputes requiring managerial intervention