Customer Support Specialist
CurrentAssist owners on their annuity policy. No call is ever the same. We go over things like values, interest credit options for investing in, and basic review of their policy. We also mail copies of documents they may need, process requests they ask for, and on some occasions, we help them deal with the passing of the owner. Which, sometimes is their family member. Those can be difficult calls so I am super glad I get to mentor and coach new hires when they get on the floor. Being floor support is where I thrive. In September 2020 the company felt that I’d be a good fit in the New Business Department. I still speak with owners and now I work directly with agents to decide what is best for a potential owner. We help with applications, transfer requests, and providing product information so they can offer the best option to our clients. Currently we are working remote due to covid but I am still able to help mentor and coach the new hires via zoom. It’s not really the same. However, they are still able to get the assist they need and that’s what is important.