Telephony Customer Service Advisor
Current• Providing administrative support in relation to life insurance for customers with different support needs during difficult times. • Developing goals by coaching colleagues on a monthly basis and providing feedback when necessary. • Being a first point of contact for financial advisors and researching the applicable trust forms for clients and assisting in processing power of attorney documentations. • Challenging current processes and implementing a new system for recognising the teams’ achievements and encouraging team members to support each other weekly.