Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Senior Representative- Sales
New York Life Insurance Co
10.2021 - Current
Work-at-Home-Licensed CS3 Agent-
Assist in taking inbound Sales calls servicing existing customers and Prospects, identifying coverage needs with consultative conversations.
Processing Vapps, and policy offers as well as servicing routine policy maintenance as needed.
Assisted in training new sales representatives, ensuring they were equipped with the necessary skills for success in their role.
Demonstrated adaptability by successfully handling changing priorities and shifting deadlines without compromising performance standards or results delivery.
Learned and utilized upselling techniques to encourage customers to make additional purchases and increase sales.
Customer Service Coordinator
Capital One Bank N.A
05.2017 - 09.2021
Work-at-Home position that involved handling high call volumes with exceptional professionalism, ensuring minimal wait times for customers.
Assisting with billing inquiries, fraud, rewards, fees, account terms and changes as well as digital troubleshooting website, apps and card declines,
Spark Business and SCRA Military overflow calls.
Assisted on Lend with Visa/MC Disputes during Covid and also Estates death notifications.
Recognized by management for outstanding performance as a Customer Service Coordinator during annual performance reviews consistently throughout tenure at company.
Representative
New York Life Insurance Co
10.2014 - 04.2017
Licensed CS2 Agent- Taking inbound calls from AARP and Broadmarket customers as well as prospect customers
Servicing existing policies, exchanges, quotes, billing, payments, reinstatements, and general life insurance inquiries.
Also, includes taking Life Insurance applications for prospects over the phone.
Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.