Te'Aira Beal

Honoring FINRA rule 2165. Review risk alerts and place holds on accounts when exploitation is suspected. Provided customer training on compliance concerns to optimize operations and meet risk prevention goal. Performed periodic reviews of existing processes and procedures to identify areas of improvement in terms of compliance standards. Drafted reports outlining findings from investigations. Investigated any suspected violations of the organization's compliance policies.

Analyzed potential areas of risk and developed strategies to mitigate such risks.

Guiding clients through complex life changing events, due to death transitions for trust, estate involuntary divorce.

Managing a book of business.

Onboarding clients and completing in-kind transactions to different accounts registrations.
Partnered with cross-functional internal teams to create unsurpassed customer experience and meet clients' investment needs.
Mentored and supported clients with market insights as they worked towards retirement and investment goals.

Responsible for handling inbound calls in a sales call center to assist potential customers with health plan selection and communication of guidelines during the annual enrollment period. Assisting callers with information about BCBSNC plans/features. Creating quotes for both subsidy eligible and non-subsidy eligible prospects.

Resolved inbound calls daily from Life insurance stakeholders (e.g. agents , policyholders and third parties. Utilized knowledge of products to assist new and existing customers with product acquisition (e.g. Universal Life, Term Life and Whole Life). Organized and prioritized work effectively and efficiently by exhibiting high degrees of flexibility and multi tasking to complete requests while engaging and building rapport with customers on the phone.