J'Son Daniels Email & Phone Number

Austin, Texas, United States

Provide excellent customer service while staying consistent with company metrics, goals, and consumer related initiatives.Evaluate prospective customers to determine insurance needs and calculate eligibility to recommend appropriate coverage options.Assisted in evaluating new hires in order to identify areas of strength and areas of improvement.Supported teammates by serving as a point of contact to answer any difficult questions or issues.Collaborated with teammates, leadership, and different teams to constantly push and improve company performance in key metrics.

Fort Worth, Texas, United States

Handled and resolved an average of 200 inquiries from clients each week.Facilitated transactions on customer accounts, such as, reallocations of funds in various indexes, and deposits and allocation of new premium.Accurately and efficiently processed telephone fund transfer requests, initiated policy changes, and forward requests for processing/confirmation.Assisted in the training and mentoring of new employees. Coached current employees and assisted in their continued growth as agents and advisors.Consistently met company service metrics such as calls handled, average call time, time spent off phone etc…Thrived in a team centric environment where frequent collaboration from coworkers and management was required.