Lee Williams Email & Phone Number

Indiana Branch And Ohio Valley Branch (Oh & Ky)

Developing the CRM Strategy:As CRM, I am involved in several key organizational functions:• Relationship building with existing customers• Support overall existing customer satisfaction levels• Retention of existing customer policies and accounts• Leveraging new business opportunities with existing customers• Routine service workI am responsible for managing the unassigned customerbase. This includes ensuring that the company increases client contact… Show more Developing the CRM Strategy:As CRM, I am involved in several key organizational functions:• Relationship building with existing customers• Support overall existing customer satisfaction levels• Retention of existing customer policies and accounts• Leveraging new business opportunities with existing customers• Routine service workI am responsible for managing the unassigned customerbase. This includes ensuring that the company increases client contact throughsystematic programs. It also means providing a local focal point for a personal,proactive service and relationship-building activity. I am the primary contactfor these clients and should ensure their routine service needs are met.I am also a resource for clients with concerns. We alwaysattempt to resolve those concerns before they escalate to complaints. Even customers who file formal complaints can continue as highly satisfied long-term customers, if the complaint is handledprofessionally, efficiently and fairly.I am very familiar with the steps, procedures, and details required to deliver qualityservice. Within this position, I promptly recognizeand take action on issues, needs, and opportunities associated with unassigned policies/accounts. Show less

Mooresville, In

Indiana

Indiana

Joined Organization under their M.E.T. program (Metropolitan Executive Training)Agent – developed financial service practice within the organizationSite Manager - Greenwood Indiana LocationTraining – coordinated and delivered many aspects of company’s ongoing new advisor training programs, both in classroom and via joint workModerator - LUTC Classes primarily for MetLife Representatives

Mba, Marketing And Management

Master Of Business Administration (M.B.A.), Marketing/Marketing Management, General

Activities and Societies: IU Entrepreneurs - Vice President of Marketing

Bachelor'S Degree, Philosophy & Business