Kathleen Whitlock

Coordinated communication between departments to ensure consistent information flow.

• Maintained accurate records of client interactions and transactions for reference.
• Collaborated with team members to resolve complex customer issues effectively.
• Provided customer service to clients through phone and email communication.
• Attended team meetings regularly to discuss updates on products, services and policies changes.
• Responded promptly to customer service calls and inquiries from diverse groups of individuals.
• Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.
• Responded promptly to customer inquiries and complaints in a professional manner.
• Maintained accurate records of all customer interactions, process customer accounts and file documents.
• Participated in ongoing training programs related to job duties or responsibilities.
• Completed research to thoroughly understand client requirements.
• Followed established procedures for processing returns, exchanges, refunds while maintaining high levels of accuracy.
• Responded to client inquiries and resolved issues promptly.
• Implemented troubleshooting techniques to resolve issue.

• Maintained accurate records of customer interactions and transactions.
• Participated in team meetings to discuss goals and objectives.
• Matched appropriate resource to customer requirements to quickly address and resolve concerns, boosting satisfaction.
• Processed timely and accurate account maintenance updates, keeping all records current, accurate and compliant.
• Utilized insurance software systems for data entry, tracking, and claims management tasks.
• Maintained current knowledge of industry regulations, trends, and developments related to insurance products and services.
• Collaborated with fellow team members to manage large volume of claims.
• Modified and updated existing policies and claims to reflect change in beneficiary, amount of coverage or type of insurance.