Dependable Senior Representative with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. Currently holding a dual role onboarding new agents while supporting the Managing Partner and COO of this General Office.
Overview
12
12
years of professional experience
Work History
Senior Representative
New York Life Insurance Co
Melville, NY
09.2011 - Current
Trained new hires on customer service processes and protocols.
Collaborated with cross-functional teams to develop innovative solutions to common problems.
Evaluated current processes and identified areas for optimization.
Provided feedback on ways to improve the overall customer experience.
Liaised between customers and internal departments as needed.
Ensured compliance with industry regulations regarding customer service standards.
Acted as an escalation point for complex issues requiring additional resources or expertise.
Mentored junior staff members in providing excellent customer service.
Built lasting relationships with customers to support sales, service and business operations goals.
Demonstrated exceptional service skills by going above and beyond to satisfy customers on phone and in person.
Utilized broad knowledge to recommend solutions to potential customers.
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
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