Results-driven and detail-oriented Life and Health Fulfillment Specialist II with extensive experience in managing moderately complex life, annuity, and health product servicing. Currently employed at USAA, providing expert support to sales and service agents, team members, and management through sharing operational knowledge and best practices. Skilled in identifying operational inefficiencies and recommending improvements, contributing to continuous process enhancements for optimal service delivery. Meticulous attention to detail in handling incoming documents ensures accurate and efficient processing of service and transaction requests. Known for strong commitment to maintaining high standards of organization and compliance in a fast-paced environment.
Obtained Colorado License in Life, Annuity and Health Licensed since 2020. Completed CE on November 2024.