Denise M Mueller

Outbound calls to producers for outside wholesaler appointments and product feature discussions. Outbound calls to producers with life insurance concept conference calls to include life insurance into one's overall financial portfolio

• Provided superior service to customers by quickly responding to requests, suggestions and concerns.
• Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
• Developed and implemented promotional campaigns to drive sales.

• Kept detailed documentation to meet regulatory standards.
• Engaged in ongoing training to enhance case management skills and knowledge.
• Developed rapport with clients to foster trust and open communication channels.
• Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
• Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
• Provided crisis intervention support for clients experiencing emergencies, using appropriate techniques to de-escalate situations safely.
• Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
• Improved client satisfaction by efficiently addressing concerns or grievances in a timely manner.
• Provided leadership, guidance and support to staff members.
• Monitored program performance and outcomes for successful delivery of services.
• Enhanced case management processes by implementing best practices and innovative solutions.