Michelle Harrison

• Assisted customers with managing pension plans, 401k, and health insurance.

Pension

• Professionally processed calls per day while providing world-class customer service.
• Worked with company systems such as BWS, CCW, FPRS, DBCS, and HOBS.
• Evaluated pension plans to ensure compliance with regulations and industry standards.
• Assisted participants with plan inquiries and projected pension benefits, explaining all available payment options based on length of employment and other factors.

401K

• Explained how the participants' benefit was determined, factors used in the calculation, and conducted retirement modeling to provide the participant with the amount of their pension income.
• Processed account inquiries, historical transaction information, and check replacement.
• Provided advice on investment options such as stocks, bonds, mutual funds, annuities, and insurance products.
• Performed complex calculations to assess the performance of existing investments.
• Helped customers with concerns about financial products or services.
• Handled account operations for customers by setting up accounts, assisting with operations and updating information.

Health Insurance

• Assisted customers with inquiries about health insurance policies and coverage options.
• Provided guidance to customers regarding eligibility criteria for various health plans.
• Conducted research to identify cost-effective healthcare solutions for clients.
• Processed customer applications in order to facilitate enrollment into appropriate health plans.
• Maintained accurate records of customer interactions, including policy details and payment history.
• Advised customers on the features, advantages and benefits of different types of health plans.
• Maintained adherence to relevant health insurance laws, regulations and company policies.