Karen Allen

Process 35 -50 financial application on

daily

• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.

• Guiding numerous customers through cashing out their retirement and/or pension
• Managed high call volumes while providing exceptional customer support and maintaining professional composure
• Responded to customer calls and emails to answer questions about products and services.

• Handling confidential information through Medicare/Medicaid and third parties
• Improved claim processing times by implementing efficient workflows and prioritizing urgent cases.
• Developed expertise in various areas of law, enabling comprehensive analysis of complex claims across multiple sectors.