Resource Officer
CurrentGIAC Data Analytics special project volunteer – analyze & label advisor call transcript data matching specific criteria.Digital Chat Leadership Program - one-on-one mentorship with Digital Chat Team Manager. Participated in various leadership activities such as running team meetings, coaching of advisors.Digital Chat - Stats Champion – provide bi-weekly, monthly & quarterly advisor stat reports; organize data in presentable fashion; provide insights on statisticsDigital Chat - Chat Behavior Audit Champion – review chat transcripts to ensure advisors are adhering to company policies, procedures and delivering on shared commitmentsGIAC-CA Call Listening special project volunteer – analyze advisor internal calls to accounting department to determine trendsDigital Chat - Scheduling Champion Back-Up1x Above and Beyond AwardComplete advisor side-by-sides and mock compliance evaluationsAct as first point of contact for raised issues, using good judgement, and understanding of policy/process risk while analyzing all possible options for our customersDeliver exceptional service and support for moderate to highly complex problems related to insurance products and service with an aim to provide accurate solutions the first timeGather and analyze data to identify and solve complex problems, raise as requiredPerform a range of work assignments that requires subject matter expertise in technical processes and procedures gained through job related training and experienceStay up to date on our business' offerings, emerging trends and all industry codes of conductRecommend opportunities to improve productivity, effectiveness, and operational efficiencyAlways be "one step ahead of the game" by identifying areas of risk and by quickly assessing when heightened review of any issue or concern is necessaryProvide training, mentoring and/or guidance to others as required, while promoting team effectiveness and a positive/diverse work environment