Internal Sales / Customer Service
Golden Valley, Mn
Internal Sales (2008)* Topped the sales leader board of the eight new hires in the department.* Provided courteous assistance via phone to agents and Field Marketing Organizations on annuities, life insurance and long-term care.* Recommended and brought up pluses of products for agents to present to potential customers based on client needs.Customer Service – Masters Line (2005-2008)* Maintained high scores on quality value for accuracy, promotion and phone adherence.* Received multiple “Hang ‘Em Up Happy” awards for providing excellent customer service to agents and clients.* Offered solutions for both agents’ and customers’ needs on problems that may have occurred with policies.* Notified agents on outstanding requirements, policy status, and dates of issue and mailing.* Communicated with agents and Field Marketing Organizations on commissions, contracting, licensing, new business, transfers, in-force policies and claims.* Interacted effectively with individuals from socially, economically and culturally diverse backgrounds.* Helped maximize efficiencies within department and participated in focus group to develop new ideas for team.