Summary
Overview
Work History
Education
Skills
Timeline
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Luke Larson

Cambridge,MN

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.

Overview

4
4
years of professional experience

Work History

Sr Settlement Specialist

Ameriprise Finical
09.2021 - Current
  • Assist advisors with high value claims during an estate settlement from start to finish.
  • Quilty check movement of funds to beneficiaries to ensure they received the correct amount.
  • Work with advisors to solve any issues that may arise during the process.

Customer Service Expert

Ameriprise Finical
11.2019 - 09.2021
  • Handle multiple product inquiries over all Life Event areas: Beneficiary Changes, Ownership, Divorce, and Estate Settlements.
  • Develop immediate rapport with internal customers and clients of Ameriprise, most acutely within estate settlements where parities are dealing with the loss of a loved one.
  • Handle escalated phone calls
  • Coach and help train new hires on our teams procedures

Customer Service Representative

Ameriprise Financial
05.2019 - 11.2021
  • Took inbound calls for beneficiary changes, divorce, ownership changes, and estate settlements from clients and advisors
  • Walk through forms, guide callers though the process and provide status updates.


Education

High School Diploma -

Forest Lake Area High School
Forest Lake, MN
06.2016

Skills

  • Securities Settlement
  • Settlement Documents
  • Document Verification
  • Microsoft Excel
  • Coaching Clients
  • Client Relationships
  • Teamwork and Collaboration

Timeline

Sr Settlement Specialist

Ameriprise Finical
09.2021 - Current

Customer Service Expert

Ameriprise Finical
11.2019 - 09.2021

Customer Service Representative

Ameriprise Financial
05.2019 - 11.2021

High School Diploma -

Forest Lake Area High School

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Luke Larson