Claire Thomas Email & Phone Number

Columbus, Oh, Us

Columbus, Georgia, United States

Manage and resolve all customer, sales and partnerships cases (call or email) within defined KPI’s (SLA, Quality and Customer Satisfaction) whilst providing excellent service experience to clients and members. This includes, but not limited to: • Data entry, order processing (including group orders), invoicing and member follow ups, reports etc. • Process customer requests submitted by telephone, email and other mediums.Investigate and resolve customer complaints. • Maintain thorough and accurate customer service records Via Salesforce CRM platform. • Keep confidential records and financial information private and secure. • Learn how to use database systems and technology to deliver great customer care.Support the companies B2B and B2C strategy. This includes, but not limited to: • Assist in fulfilling ad hoc client requests (e.g. data pulls). • Ensure accounts are clean and up to date. • Oversight of account, ensuring that cases are completed within SLA. • Maintain collection efforts for Sponsorship and Exhibitor Clients.Liaise, manage and execute other office/ admin/ operational tasks as assigned. This includes, but not limited to: • Optimizing operational processes and procedures for maximum efficiency while maintaining quality standards. • Assisting with the implementation of new processes and procedures. • Identifying ways to improve customer experiences. • Assist in maintaining policy and procedure documents, as required.

Wwhq (Columbus, Ga)

• Provides a wide array of compliance-related investigative services for management. Investigates allegations of fraud or inappropriate activities from both internal and external sources.• Assists in the prevention, detection, and investigation of fraud; assists in the conduct of annual fraud risk assessment to identify and prioritize the fraud risk within the organization; works with department representatives to identify possible fraud indicators, exposures, and questionable or suspicious transactions. Assists business units in recognizing and identifying indicators of fraud as a part of the normal business process.• Receives referrals of suspected fraud; conducts preliminary investigations to determine if the circumstances warrant an in-depth investigation, and investigates suspicious transactions and situations where evidence of fraud exists; develops a detailed investigative plan of action; conducts in-person, telephone or virtual interviews with witnesses, policyholders, physicians, associates, employers, and others identified during the investigative process; obtains recorded and/or written statements; conducts all investigations in a thorough and timely manner as required by procedures and legal requirements; provides status of investigations to management and to the referring business unit; prepares a summary and detailed report following standard format to ensure proper documentation of all reported cases and investigations; maintains and assembles files, working paper reports, and other documentation in the designated format and in accordance with the appropriate guidelines for the level of confidentiality and security required.

Wwhq (Columbus, Georgia)

• Responsible for creating, generating, analysis and research for Sales or Broker Field Force reports to include; however, are not limited to: production and opportunity reports from the book of business database, mutual account opportunities, opportunity analysis, mi-Edge individual ADHOC reports via Business Objects web version, Business Intelligence (Rich Client) database platform and CRM platforms (Microsoft Dynamics 365 CRM, You Got Net).• Partners with the Marketing, Sales Training, Career Channel Communications, Career and Broker Sales to develop and determine support of business initiatives related to the sales growth of Aflac's existing account premium; makes recommendations for new business rules and functionality to Strategic Asset Management platforms; specific to supporting the distribution channel; coordinates and drives the implementation of those changes.• Acts as subject-matter experts involved in supporting and driving the Strategic Asset Management Strategies and Standard Methodology within specified Sales or Broker Field Force Professionals, and to provide guidance and direction, leads and coaches Broker Sales Professionals and Broker Sales Consultants and sets delivery expectations regarding specific work activities; based on future state business rules, systems and processes.• Coordinates activities regarding development of Strategic Asset Management implementation plans, to include communication, training, and organizational impact, ensures that plans are properly aligned with future state expectations in support of Strategic Asset Management programs and systems that maintain the program throughout the Market, coordinates data cleansing efforts on behalf of the Sales Field Force.

Wwhq (Columbus, Ga)

• Completes internal and external monitoring and support of the Sales Leads Management System which includes all user maintenance, IT support and reporting.• Serves as a subject matter expert for the field force. Prepares, validates and analyzes all upper management Sales Leads Management System weekly and monthly reports.• Prepares, validates and analyzes Quality Analysis for the WWHQ Payroll Pre-Qualifiers. Provide coaching and training on the Sales Leads Management System and processes as a subject matter expert.• Point of contact for the User Acceptance Testing (UAT) for the Click to Call project.• Point of contact for the Aflac University course for the Sales Leads Management training for the field force.• Point of contact for Aflac Local Site Leads.• Point of contact for Paychex aspects of the Sales Leads Management System.

Wwhq (Columbus, Ga)

Wwhq (Columbus, Ga)

• Handled exceptions concerning policy information, benefits premiums, administrative procedures and guidelines. • Transferred any business that may have been processed incorrectly because of incorrect SIT codes, splits, commission structures or licensing errors. • Responsible for fact-gathering and solving production challenges.• Reviewed production reports and associate accounting statements.

Wwhq (Columbus, Ga)

• Reviewed and determined eligibility for payroll account transfers.• Processed billing consolidations involving two or more assigned servicing associates.• Handled requests to correct Client Services’ errors.• Escalated objections to payroll account transfers through the proper management chain.• Updated the Servicing Associate information on the Group Master and Flex systems.• Added and removed Brokers on payroll accounts.• Completed SIT code and state code changes.• Researched issues and make any required changes to the servicing copies and assisting associate systems on the web.

Wwhq (Columbus, Ga)

Wwhq (Columbus, Ga)

Wwhq (Columbus, Ga)