Cathleen Costello Email and Phone Number
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Experienced Account Manager with a demonstrated history of exceptional customer care. Skilled in Case Management, Leadership, Public Speaking, Training, Insurance, and Account Management. Strong marketing professional with a Bachelor of Arts (BA) focused in Business/Corporate Communications from Assumption College.
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Account Manager, Acs, AlmiSbli Of Massachusetts Aug 2016 - PresentServe as primary point of contact and advocate for broker partners. Promote products and processes at various national sales and operational conferences. Create and deliver personalized video messages and educational webinars to sales force. Responsible for educating BGA staff on unique business practices, systems and processes. Created vehicle portal to streamline multi vendor application process. Evaluate and resolve escalated issues that can arise during contracting and new business processes maintaining communication between all parties until solution is reached. Formally recognized for presenting high-quality monthly educational webinars to audience of 50-100 agents on topics such as sales/marketing strategies, retention and understanding client needs. Played key role in successful development and implementation of onboarding workflow. Achieved ACS and ALMI designations from the LOMA Institute in 2018. -
Team LeadSbli Of Massachusetts Feb 2013 - Aug 2016Mentored multiple teams of new hires to ensure knowledge of computer systems, company products and business practices. Demonstrated SBLI systems and imparted knowledge of New Business processes to internal and external C-Level executives during onboarding meetings. Created training documentation and educated senior team members about high premium BOLI cases requiring great attention to detail owing to manual tracking in MS Excel. Assigned additional case management duties, including auditing of team members’ files for accuracy, compliance and quality. Improved relationship with BOLI broker partners by continuously communicating their needs to various SBLI departments. Successfully developed and implemented new legal documents and delivery process required for high premium BOLI products.
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Case CoordinatorSbli Of Massachusetts Oct 2008 - Feb 2013Provided overall sales and case support to exclusive accounts and newly acquired partners with 48 hour contractual response time. Sole resource for top tier accounts supporting agents and sales management. Assisted senior management, regional sales executives, new agents, and employees in meeting or exceeding quarterly sales goals by developing their vendor knowledge. Played key role in successful development and implementation of new processes and systems between August 2008 and March 2009.
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New Business RepresentativeSbli Of Massachusetts Feb 2006 - Oct 2008Recognized for exceptional commitment to customer care by SBLI Senior Executive Team. Assured adherence to reinsurance treaty by monitoring reinsurance dashboard and reporting inconsistencies to Finance department. Demonstrated strong attention to detail, time management skills and the ability to multi-task in a continuous workflow environment while maintaining highest accuracy metrics.
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Customer Service RepresentativeOmnify Software Jun 2002 - Feb 2006Main liaison between customers and sales representatives responsible for identifying cross sales opportunities. Implemented licensing renewal program with existing client base to increase sales volume.
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Customer Service RepresentativePolaroid Apr 1999 - May 2002Corresponded daily with Sales Representatives via email and telephone, ultimately recognized as top inbound sales up-seller for Q4 1999. Primary liaison for fulfillment house during rebate mailings, responsible as marketing assistant for reporting rebate activity to Marketing Manager. Gained proficiency with SAP computer system, resulting in promotion to house account manager.
Cathleen Costello Skills
Cathleen Costello Education Details
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Business/Corporate Communications -
Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Cathleen Costello
What company does Cathleen Costello work for?
Cathleen Costello works for Sbli Of Massachusetts
What is Cathleen Costello's role at the current company?
Cathleen Costello's current role is Account Manager at SBLI of Massachusetts, ALMI, ACS.
What is Cathleen Costello's email address?
Cathleen Costello's email address is cc****@****bli.com
What is Cathleen Costello's direct phone number?
Cathleen Costello's direct phone number is +178193*****
What schools did Cathleen Costello attend?
Cathleen Costello attended Assumption College, Assumption University.
What skills is Cathleen Costello known for?
Cathleen Costello has skills like Case Managment, Social Services, Health Insurance, Case Management, Public Speaking, Data Entry, Customer Service, Insurance, Term Life Insurance, Life Insurance, Medicare, Account Management.
Who are Cathleen Costello's colleagues?
Cathleen Costello's colleagues are Cheryl Guidry, Wendy Michaud, Susan Nolan, Carolyn Doherty, Aileen Forzese, Alistair Macdonald, Catherine Rawson.
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Cathleen Costello
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