Proficient in multiple levels of customer service and sales.
Strong basic computer skills and well as extensive experience with CRM programs.
Provided customers with service, assistance and advice with annuities, forms and distributions. Maintained up to date knowledge of various insurance companies products, policies and procedures.
Provided customer service and support over the phone as well as in person. Handled detailed and complex processes including Sales, opening new accounts, executing stock trades on clients behalf, listening to clients questions and concerns and providing effective solutions.
Provided customer service and support over the phone as well as in person. Handled detailed and complex processes including Sales, opening new accounts, executing stock trades on clients behalf, listening to clients questions and concerns and providing effective solutions.
Provided customer service and support over the phone as well as in person. Handled detailed and complex processes including Sales, opening new accounts, executing stock trades on clients behalf, listening to clients questions and concerns and providing effective solutions.
Communication and active listening
Problem solving
Organization and time management
Attention to detail
Sales
Working with support staff, teamwork
Computer skills, CRM software programs