Christina Brown

Coordinated meetings with Company Owners for 401k Plan assessments.

Assisted AT&T customers in renewing contracts, ensuring satisfaction and retention. Managed phone-based customer service to address concerns and provide timely solutions. Corrected contract issues to maintain accurate records and customer trust. Supported customers in reaching objectives while reducing monthly expenses.

Scheduled appointments with owners for 401k plan reviews with advisor.

Tracked completed meetings and followed up with clients to gather feedback.

Rescheduled appointments as necessary to accommodate client availability.

Communicated with clients via email and phone to ensure consistent engagement.