Dynamic client services professional with a proven track record at Fidelity Investments, excelling in relationship building and project management. Adept at enhancing customer satisfaction through effective communication and problem resolution. Skilled in processing complex requests while maintaining compliance, ensuring a seamless experience for clients and colleagues alike.
· Maintain a mature, engaging and positive attitude while assisting customers face to face and over the phone with enrolling for coverage.
· Educate customers on insurance plans and processes.