Anna Leon

• Demonstrated strong leadership skills by leading huddles, providing ongoing training to team members, and consistently exceeding personal productivity metrics
• Analyzing insurance risk by researching policy and billing accounts with understanding of insurance policies and regulations
• Collaborated with a cross-functional team of departmental members to develop and implement strategies that led to a 10% increase in the discount metric
• Educated policyholders on coverage options and potential incentives by effectively communicating complex insurance concepts in a clear and easy-to-understand way
• Recognized areas of improvement and compiled recommendations spreadsheet for departmental improvements of new company platform

• Provided administrative support and management feedback aimed at improving employee engagement, retention, and productivity
• Evaluated deposit accounts, identifying and resolving issues within established service level agreements while adhering to regulatory guidelines
• Conducted research on employee guidelines and provided recommendations to supervisor

• Trainer to peers on role policies, procedures as well as best practices
• Consistently exceeded quality metric expectations, ranking in the top 20% of the unit