Jose Berrios

• Delivered high level of assistance by locating products and checking store system for merchandise.
• Engaged with customers to effectively build rapport and lasting relationships.
• Solved customer challenges by offering relevant products and services.

• Assisted 113 customers in average [13 sec ] by answering questions, responding to inquiries and handling telephone requests.
• Maintained accurate and current customer account data with manual forms processing and digital information updates.
• Monitored accounts for compliance with established payment plans and flagged those in violation.
• Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
• Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.

Greeted customers and visitors in-person and via telephone calls.-

• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
• Met with customers to provide information about available products and policies.