Daniel Comeau Email and Phone Number

-Provides professional, responsive customer service to inbound client calls, assisting clients with their immediate financial needs.-Recommends products and services and/or shares information with clients to meet their immediate financial needs and provides superior, responsive execution and delivery of tailored client transactions.-Respond to customer inquiries on account status, researching problems and concerns as well as assisting customer with possible technical issues

-Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries-Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured

-Use communications skills and appropriate support tools to resolve customer requests, professionally guiding users through steps to resolve technical problems -Follow proper escalation procedures when issues are not dealt with at the service desk-Prepare purchase orders and send copies to suppliers and to departments originating requests-Calculate costs of orders, and charge or forward invoices to appropriate accounts