Client Success Representative
Current• Manage accounts as they are assigned by management and customer need.• Process customer requests by updating automobile policy information, discussing policy guidelines and making sure all policy holders are covered by USAA. • Account creation and expansion, provide high level of customer service to existing and new customer base. Monitor renewals from the data files received daily to add new drivers to the current policy based on state guidelines.• Daily KPI’s based on processing of member’s policies as it pertains to USAA Auto Insurance. Key metric of 50 files daily to drive revenue stream.• Team lead in development and rollout of SFDC.com to the entire department. Assisted in page layouts and workflows for each section. Lead the testing and documentation for developers, and built training module for best practices