PATRINA RETERA
CHARLOTTE ,NC
Summary
Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, with proven interpersonal skills. Capable of working independently and rapidly acquiring new competencies.
Overview
13
13
years of professional experience
Work History
Maturity Analyst
Equitable
Charlotte, NC
02.2017 - Current
- Conducted case reviews to ensure compliance with company guidelines and quality regulations.
- Facilitated communication between the client and service agents.
- Documented case notes accurately in the correct electronic system.
- Educated clients on available options at policy maturity.
- Monitored the client's policy through regular follow-up contacts by mail.
- Maintained accurate records of all data collected during analysis processes.
- Identified needs of customers promptly and efficiently.
EService/Website Team Lead
Equitable
Charlotte , NC
10.2012 - 01.2017
- Worked with customers to assist with online access to life insurance policies.
- Worked closely with management and directors about online security and online safety.
- Cross-trained partners to handle website inquiries and provide online access.
- Coordinated workflow among team members to enhance productivity and efficiency.
- Resolved escalated customer complaints or queries promptly and efficiently.
Education
Bachelor of Arts - Business Administration
Ashford University
Clinton, IASecretarial Science Diploma -
King's College
Charlotte NCSkills
- Policy compliance
- Policy monitoring
- Attention to detail
- Problem solving
- Adaptability to change
- Team collaboration
- Written communication
- Effective communication
- Microsoft Word and Excel
Timeline
Maturity Analyst
Equitable
02.2017 - Current
EService/Website Team Lead
Equitable
10.2012 - 01.2017
Bachelor of Arts - Business Administration
Ashford University
Secretarial Science Diploma -
King's College
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