Clara Long

· Supports investment and insurance advisors with servicing and growing their books of business

· Reviews processes and provides recommendations to improve the client experience and add more value

· Responds to client inquiries in a timely and responsive manner, including executing on client cash management requests

· Prepares meeting materials for Investment Advisors (i.e. performance reports, investment policy statements etc.)

· Prepares account opening and closing documentation and execute service requests for changes to accounts

• Lead clients through customized workout routines to build strength, endurance and confidence
• Creates dynamic music playlists to motivate clients and build a pleasant atmosphere during classes
• Greets all visitors in a warm and friendly manner
• Assists with membership sales, renewals, marketing and promotional activities

• Provided sales support, education and training for over 250 financial advisors or agencies to increase sales and to help promote the need for individual disability and life insurance
• Built strong relationships and rapport with key internal and external contacts in our various distribution channels through phone calls and written communication
• Collaborated with internal and external teams to identify and implement product and process improvements
• Created and launched monthly social media posts and email campaigns
• Trained and mentored new hires and summer interns on product, selling strategies, customer relationship management, and advanced product knowledge

• Successfully identified, assessed and resolved product and service issues
• Accurately processed new business applications, adjustments, refunds and billing items on policies
• Participated and documented business processes and identified opportunities for improvement to increase sales and enhance user experience
• Collaborated with internal teams to develop and launch a new online client experience in addition to other various projects that were client experience focused
• Trained new employees on our processes, internal systems and key relationships, improving team efficiency and productivity