• Implement retailers’ accounts, create relationships, and resolve all technical issues for each client. • Examine and address diverse client queries, focusing primarily on data and configuration challenges. • Ensure tickets and cases are properly documented, categorized, and prioritized based on their level of severity. • Exercise judgment within defined procedures and practices to determine appropriate action. • Provide clear, concise, and effective solutions or troubleshooting guidance in a timely manner, ensuring that the client feels supported and valued throughout the resolution process.

• Led the enablement of content sharing relationships for new clients. • Analyzed and resolved a variety of client inquiries, centering around data and configuration issues.• Ran project-based data hygiene efforts to maximize client solutions.• Owned and drove both external client projects and internal projects to improve how we work including client upgrades, internal tools, and documentation.

• Worked with small/large business owners to deliver customized programs to suit individual client needs, often covering a variety of risks.• Delivered and explained policies to analyze insurance programs and suggest additions or changes.• Completed a needs analysis to identify the best product for the customer to determine the best plan for their needs.• Helped clients make changes to their accounts, ensured that they were properly covered, and answered any questions, claims, and complaints.

• Provided financial counseling, assisted with lending services, and built relationships with clients while maintaining high levels of customer satisfaction.• Helped new and existing clients open accounts, resolve technical issues, and assisted corporate and small business clients with their business accounts. • Actively listen to and empathize with customers, ensuring they feel heard, valued, and understood.