Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
13
13
years of professional experience
Work History
Sr. Customer Service Representative
Penn Mutual Life Insurance
09.2024 - 06.2025
Served as a dedicated advocate for policyholders, understanding their unique needs, and advocating on their behalf within the organization to ensure their concerns were addressed promptly and efficiently.
Handled simple to complex inbound calls from the advisers, clients, and answered questions regarding their life, annuity products, and servicing needs.
Investigated and followed up on questions/issues to resolve concerns in an accurate and timely manner.
Interpreted each request and navigated multiple administration systems, as well as the workflow and imaging tools, to gain and document needed information.
Processed some routine and some more complex financial and non-financial transactions and document records with consistent quality, attention to detail, and according to department policies and procedures.
Handled escalated calls and more complex issues, as appropriate.
Chat Support Specialist
Reynolds and Reynolds
06.2024 - 09.2024
Handled a wide variety of customer inquiries via online chat.
Provided accurate information about the products and services via online chat.
Narrowed down appointment information to schedule appointments.
Summarized interactions based on customer needs for client review.
Developed and maintained a knowledge base on the evolving products and services.
Customer Care Specialist
Massachusetts Mutual Life Insurance Company
01.2021 - 05.2024
Assisted customers with inquiries about products and services via phone, email, and chat in a fast-paced environment.
Created detailed documentation of all customer interactions and transactions.