Tracy Olson

• Managed daily service responsibilities for high net worth clients, enhancing relationship building and prompt issue resolution.
• Maintained exceptional client retention through proactive service and anticipation of client needs.
• Supported large volume of client accounts while ensuring accuracy in all workflows.
• Advised clients on claims reporting, providing ongoing support throughout the claim process.
• Resolved complex situations independently, demonstrating strong problem-solving abilities.

Delivered exceptional service and support to address customer needs and concerns.

Processed change requests efficiently to enhance customer satisfaction.

Quoted personal lines policies to facilitate informed decision-making.

Maintained customer accounts on agency automation system for accurate record-keeping.

Documented conversations thoroughly to ensure compliance and reference accuracy.

• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
• Conducted regular account reviews to identify areas for improvement and ensure continued success.