-Analyze and provide service to clients' changing life insurance needs.-Establish productive working relationships with clients.-Maintain integrity and compliance of client and company documentations.-Develop and execute marketing strategies for generating new clients.-Expand working knowledge of systems and tools for maximum productivity.

-Provided light merchandising services to all accounts on a regular basis.-Built and maintained relationships with store owners/managers, sales associates and customers.-Scheduled and conducted retail associate and consumer training sessions and events across territory.-Adhered to company procedures and policies.-Conducted pricing audits and ad hoc collections/verifications-Earned highest QAQC score among RCS Staff during tenure

-Partnered with clients and prospective clientele to gain insight for needs-based financial solutions.-Handled customer complaints and adjustments to assure customer satisfaction.-Nurtured relationships with clients and efficiently maintained level of confidentiality

-Ability to work with accounting financial software and reporting systems.-Performed invoice processing and payroll for small businesses.-Assisted with scheduled tax payments for clients and handled daily bookkeeping functions.

-Partnered with clients and prospective clientele to gain insight for needs-based solutions.-Trained new colleagues on products, systems and closing techniques.-Handled customer complaints and adjustments to assure customer satisfaction.-Nurtured relationships with clients and efficiently maintained a level of confidentiality.-Earned “Top Producer of the Month” and honored with a year-end award.

-Coordinated training schedules for the customer service department which consisted of six call centers in the Midwest Area.-Point of Contact for training facilities within Midwest call centers and ILWI region team.-Collaborated with various team members: training leadership, resource management and project lead to meet departmental goals.-Conducted needs assessment and analysis for process improvements to execute training across the area.

-Maintained and coordinated executive day-to-day meetings & travel schedules.-Designed PowerPoint presentations for quarterly meetings with top-level executives.-Collaborated with team members/departments on operation reviews and special projects.-Submitted and approved travel expenses, reimbursement requests and timesheets.-Assisted with managing the department budget with the executive and finance team.-Developed process improvements that enhanced efficiency, effectiveness… Show more -Maintained and coordinated executive day-to-day meetings & travel schedules.-Designed PowerPoint presentations for quarterly meetings with top-level executives.-Collaborated with team members/departments on operation reviews and special projects.-Submitted and approved travel expenses, reimbursement requests and timesheets.-Assisted with managing the department budget with the executive and finance team.-Developed process improvements that enhanced efficiency, effectiveness and increased profitability. Show less

-Displayed courtesy, patience and strong interpersonal skills with all customer interactions.-Researched billing and account concerns on various computer systems and databases to resolve complaints and answer inquiries.-Built customer loyalty by completing follow up and placing resolution calls to customers.-Properly directed contact center inbound calls in queue between various departments to ensure customer satisfaction.