BRANDY ALTAF
Prairie City,IA
Summary
Experienced in delivering exceptional customer service and effective communication, dedicated to promptly meeting client needs. Strong problem-solving skills efficiently address and resolve inquiries. Expertise lies in maintaining a positive client experience through meticulous attention to detail and consistent service quality.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Annuity Service Representative
PennMutual
04.2022 - Current
- Assisted agents and owners with their annuity contracts
- Processed reallocation accurately
- Assisted clients in understanding their annuities
- Spoke with customers by phone
- Provided information about products and services
- Received and processed incoming phone calls from customer or client base
- Recorded details of customer transactions, inquiries, complaints, comments
- Ensured that appropriate changes were made to resolve customer concerns
- Trained staff on operating procedures and company services.
Annuity Service Representative
TCS
04.2020 - 04.2022
- Obtained series 6 securities license
- Assisted agents and owners with their annuity contracts
- Processed reallocation accurately
- Assisted clients in understanding their annuities
- Spoke with customers by phone
- Provided information about products and services
- Received and processed incoming phone calls from customer or client base
- Recorded details of customer transactions, inquiries, complaints, comments
- Ensured that appropriate changes were made to resolve customer concerns
Tele-sales Representative
Humach
07.2019 - 04.2020
- Outbound sales calls to physician’s office to assist them with ordering coding materials
- Quoted and recommended products to make coding easier for clients
- Consistently met company sales goals
- Optimized productivity levels, setting personal goals for daily calls made and deals closed successfully.
- Delivered scripted sales talks to customers reached via manual and automatic dialing systems.
Benefits Consultant
Mercer Corp
10.2018 - 04.2019
- Assisted customers with their pensions
- Counseled retirees on medical options
- Ran estimates and explained tax liabilities
- Managed open enrollment periods, ensuring timely communication of benefit updates and assisting employees with their selections.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
Annuity New Business
MetLife
08.2008 - 09.2013
- Mentored junior members of the team through onboarding processes and ongoing coaching sessions.
- Developed strong relationships with clients, leading to long-term partnerships and increased revenue.
- Conducted competitor analysis to determine strengths, weaknesses, opportunities, and threats in order to refine sales strategies.
- Collaborated with internal teams to develop customized solutions for clients'' unique needs, ensuring successful business outcomes.
Customer Service
ING
04.2006 - 04.2007
- Obtained series 6 securities license
- Assisted agents and owners with their annuity contracts
- Processed reallocation accurately
- Assisted clients in understanding their annuities
- Spoke with customers by phone
- Provided information about products and services
- Received and processed incoming phone calls from customer or client base
- Recorded details of customer transactions, inquiries, complaints, comments
- Ensured that appropriate changes were made to resolve customer concerns
Education
Associate’s Degree - Liberal Arts
DMACC
Newton, IA05.2005
Skills
- Complaint handling
- Account updates
- Remote assistance
- Critical thinking
- Active listening
- Customer service
Certification
- Series 6, MetLife-TCS, 03/2008, Current
- Property Causality License, Mercer, 03/2006, 03/2008
Timeline
Annuity Service Representative
PennMutual
04.2022 - Current
Annuity Service Representative
TCS
04.2020 - 04.2022
Tele-sales Representative
Humach
07.2019 - 04.2020
Benefits Consultant
Mercer Corp
10.2018 - 04.2019
Annuity New Business
MetLife
08.2008 - 09.2013
Customer Service
ING
04.2006 - 04.2007
Associate’s Degree - Liberal Arts
DMACC
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