Life Insurance Solutions Rep CS1, CS2, & CS3
- Resolved routine and complex customer issues as the first point of contact.
- Reduce customer effort by taking charge and solving customer problems for them.
- Ensured accurate records of policy owner contact and beneficiary details.
- Accurately process payments, loans or dividend withdrawals.
- Work both independently and as part of a collaborative team in a fast-paced, empowered environment.
- Educated clients on product details to improve their understanding and utilization of services.
- Handle a wide variety of incoming requests from sales agents, agent assistants, managing partners and other General Office staff.
- Utilized soft skills to identify root causes and present effective solutions to customers.
- Knowledgeable on a range of processes, products, procedures and systems applications.
