Insurance Agent
Halifax, Ns
Part of a small team across four international offices aiding in the smooth transition to a new insurance software. Responsible for coordinating with other departments across sites, relaying information to the department, fielding questions from people at all levels, troubleshooting system issues, developing workarounds, logging IT tickets, dealing with reports, and coaching. Retaining customers by providing excellent customer service, re-selling policy benefits, up-selling additional products, overcoming objections, and winning the business once again. Selected as part of a small group for a year-long customer service trial in a new Customer Service department advising clients on midterm changes to their policies. Assisted in the training and development of new employees.