Phillip Craig
Harrison,OH
Summary
Professional with a solid background in Business and Economics, specializing in the insurance and financial sectors. Proven track record in client service and regulatory compliance at AuguStar Financial and Allstate, with strong skills in accounting and meticulous management of annuity and insurance products. Highly productive in technology support, excelling in troubleshooting, software installation, and network configuration. Effective communicator and problem-solver, ensuring efficient tech support and adaptability in dynamic environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Fraud Support Specialist
RDI
Blue Ash, United States
12.2024 - Current
- Company Overview: Specialized support for Green Dot Bank, an RDI client in the finance sector.
- Leveraged comprehensive knowledge of fraud detection to provide specialized support using Sales Force for Green Dot Bank, an RDI client in the finance sector.
- Implemented comprehensive anti-fraud strategies, achieving a 20% reduction in fraudulent activities through enhanced account monitoring systems.
Annuity Product Specialist
AuguStar Financial
Blue Ash, United States
11.2023 - 08.2024
- Utilized advanced knowledge in annuity products to effectively manage active portfolios and execute the processing of new business policies, consistently exceeding quarterly targets.
- Processed death claim inquiries with accuracy and in compliance with regulatory requirements, utilizing CRM software.
- Provided product knowledge of various financial products such as annuities and life insurance policies
Insurance Agent
Allstate
Cincinnati, United States
10.2018 - 05.2023
- Employed data analytics tools to identify customer needs and conducted policy comparisons, increasing customer satisfaction by 25%.
- Executed detailed policy assessments and renewals using insurance management software, contributing to a 15% increase in policyholder retention.
- Actively expanding the book of business by obtaining new property and casualty, as well as life insurance policies
Education
GED - General Studies
University of Maryland Global Campus Europe
Stuttgart12-2011
German High School Diploma - Business and Economics
Berufliche Schulte Rottenburg Am Neckar
Rottenburg am Neckar05-2011
Skills
- Financial products expertise
- Analytical thinking
- Accounting principles
- Bookkeeping practices
- Customer service in call centers
- Cash management
- Third-party vendor collaboration
- Support and troubleshooting skills
- Operational efficiency
- Fraud detection
- Salesforce
- Customer service
- Data analytics
- Highly professional
- Problem-solving
- Client communication
- Interpersonal skills
- Active listening
- Technical background
Certification
Property & Casualty Insurance License
Projects
Professional Development, 10/01/19, Present, Personal and professional development by working with professionals as well as self-studied through books and courses.
Affiliations
- Exercising
- Traveling
- Foodie
- Video Games
- Music Concert
Timeline
Fraud Support Specialist
RDI
12.2024 - Current
Annuity Product Specialist
AuguStar Financial
11.2023 - 08.2024
Insurance Agent
Allstate
10.2018 - 05.2023
GED - General Studies
University of Maryland Global Campus Europe
German High School Diploma - Business and Economics
Berufliche Schulte Rottenburg Am Neckar
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