Britney Hill
Mesquite,TX
Summary
CUSTOMER MANAGEMENT | FINANCIAL SERVICES | BUSINESS DEVELOPMENT Customer-centric professional with a track record of assessing needs while educating clients on account services, products and their capabilities, and achieving the highest rate of customer satisfaction. Known for thinking "outside the box," and deriving new solutions to old problems. Experienced in communicating with all levels of management and collaborating with staff to achieve greater productivity.
Overview
13
13
years of professional experience
Work History
Sales Admin/ Receptionist
Caruth Protection Services
03.2023 - 08.2023
- Provide administrative support for staff
- Key Responsibilities:
- Answer and route incoming calls
- Perform various errands such as mailing packages at the post office, coordinating visits of company vehicles to be dropped off or picked up at the mechanic
- Complete various reports such as Weekly Mileage/ Fleet and Inventory/ Office Supplies
- Order and set up food for meetings
Client Account Manager
Lereta LLC
01.2020 - 03.2023
- Develop and guide C-level customers and their teams through the initial onboarding process
- Coordinate with production managers and various departments to clear obstacles to order placement and customer satisfaction
- Provide customer trends/feedback to Executive Team monthly
- Key Responsibilities:
- Monitor turnaround time, order volume, and origination reports for clientele
- De-escalate reoccurring issues, retain existing business, and strengthen customer relationships
- Identify upsell opportunities for additional products and services
- Initiate monthly proactive customer outreach
- Facilitate system integrations across five API platforms
Life Insurance Solutions Representative/ Web Team
New York Life
10.2018 - 11.2019
- Provide customer support to clients by delivering cash value and death benefits on life insurance policies as well as accurately process payments
- Maintain daily workflow by processing loans and dividend withdrawals
- Key Responsibilities:
- Execute administrative support functions that also consist of offering technical support of customers’ online accounts
- Frequently interface with clients and educate them on whether there are taxable gains associated with withdrawing money from their policies
- Discuss with customers whether they want withholdings deducted upfront or at the end of the year
- Disseminate the appropriate forms to clients based on discussions regarding individual policy payouts and informed them on the timeframe for processing benefits.
Case Manager/Customer Service Associate
Appreciation Financial
07.2016 - 05.2018
- Maintain business relationships with multiple carriers, primarily National Life Group and Midland
- Key Responsibilities:
- Communicate to agents when a case is not in good order and what paperwork and corrections are needed
- Determine status of cases during the transfer stage which usually require multiple calls to the carrier/and or agent
- Have discussions with the agent about the suitability of a case before it is written
- Provide updates on the status of transfers and successfully assign it for follow up calls to the appropriate person.
Client Relationship Advisor
National Life Group/LSW
03.2010 - 03.2016
- Assigned as the contact person for the top 10 producing agencies who sold our products
- Coordinated with the Billing, New Business, Contracting, and Policy Services departments to clear any major obstacles to selling our products to clients
- Key Responsibilities:
- Provide loan availability, handle allocation changes, send annuity statements, and create cash-value letters for those needing to show proof of income/assets
- Request quotes for annuitization payouts and/or internal exchanges
- Help agents complete suitability forms as well as provide status of new cases including any missing requirements
- Educate clients on IRS regulations regarding tax-sheltered annuities as well as provide contract information
- Determine eligibility for loans and hardships and provide status updates on incoming and outgoing transfers.
Education
High School Diploma -
John Tyler High School
Tyler, TexasSkills
- Client Relationship Management
- Administrative Support
- Customer Support
- Policy & Procedural Compliance
- Cross Team Collaboration
- Database Management
Timeline
Sales Admin/ Receptionist
Caruth Protection Services
03.2023 - 08.2023
Client Account Manager
Lereta LLC
01.2020 - 03.2023
Life Insurance Solutions Representative/ Web Team
New York Life
10.2018 - 11.2019
Case Manager/Customer Service Associate
Appreciation Financial
07.2016 - 05.2018
Client Relationship Advisor
National Life Group/LSW
03.2010 - 03.2016
High School Diploma -
John Tyler High School
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