Christopher Varano Email & Phone Number

Lakewood, Oh, Us

Lakewood, Ohio

- Consistently ranked in the top five of Senior Service Assistants in call volume and in top ten for call quality- Lead contact for policy troubleshooting and error correction for bank and brokerage team- Trained and mentored over 25 new team members- Facilitated variable annuity fund transfers among available mutual fund options for clients- Developed new letter templates to standardize external client communication- Coordinated with internal departments to accurately update and maintain all types of annuity applications- Efficiently answered inquires from clients, agents, administrative managers, and managing partners - Counseled clients on the potential consequence of any financial action on their annuity - Reviewed detailed withdrawal, direct deposit, claims, and change of ownership forms to ensure proper completion - Quickly and accurately resolved external client annuity issues- Analyzed service procedures and implemented improvements, increasing team efficiency- Mastered over 10 new software and operating platforms, including Saleforce, LotusNotes, Document Management System (DMS), and Automated Workflows (AWF)- Developed enduring customer rapport that resulted in repeat business

Lakewood, Ohio

- Managed volunteer teams to achieve strategic goals- Established protocol for efficient canvassing of city blocks- Collaborated with local businesses to organize voter registration- Managed phone banks- Trained new volunteers to ensure consistent quality of public interaction- Organized itineraries and delegated volunteer responsibilities for events

Dublin, Ohio

- Analyzed short-paid invoices from customers- Issued credits if client was overcharged- Gathered tax exempt forms from clients for sellers- Utilized multiple tools to investigate discrepancies