Experienced in overseeing call center and chat support functions, driving operational efficiency and customer engagement. Strong team player with proven skills in team building and collaboration. Reliable and punctual, consistently adhering to work schedules. Expertise in customer advocacy, with a track record of successful issue resolution.
Guided clients toward personalized financial solutions that supported their specific goals.
Acted as primary liaison for a high-volume portfolio of corporate clients, addressing complex inquiries.
Achieved a 98% client satisfaction rate by resolving 60-100 benefits-related inquiries daily.
Empowered clients through education on employer-sponsored retirement and benefit plan details.
Strengthened client relationships by recommending tailored financial solutions aligned with needs.