• Sell Life Insurance policies to individuals and families.• Help determine which type of policy is best for clients, explain the detail of each option, and assist with completing the application process.• Reliable first point of contact when client needs to file a claim or make changes to life insurance policies due to major life events.

Advanced Data Analyst, US & Canada Customer Operations - 2015 to 2021Supported customers and was subject matter expert (SME) for customer master data in SAP. • Participated on SAP Implementation Team during go-live to ensure accuracy, smooth transition, and timely processing of orders. • Analyzed, orchestrated, and processed case requests from various roles within the organization, managing on average 25 cases at a time and prioritizing workload to meet critical project deadlines… Show more Advanced Data Analyst, US & Canada Customer Operations - 2015 to 2021Supported customers and was subject matter expert (SME) for customer master data in SAP. • Participated on SAP Implementation Team during go-live to ensure accuracy, smooth transition, and timely processing of orders. • Analyzed, orchestrated, and processed case requests from various roles within the organization, managing on average 25 cases at a time and prioritizing workload to meet critical project deadlines and established metrics for each change request. • Maintained data for all distributors, in-directs, and CRM accounts in SAP, ECC, and Salesforce. • Oversaw complex issues, such as creating / promoting accounts, removing duplicate accounts, acquisitions, changing sales districts, changing legal obligor (payer), updating existing attributes, and rationalizing accounts. • Notified all affected teams via Salesforce Cases and troubleshot IT issues via tickets• Key contact for cross functional marketing/related product selling.• Leadership – Customer Data Trainer and MDM SuperUser in preparation for SAP.Customer Service Representative, US & Canada Customer Operations - 2001 to 2015Acted as primary point of contact between customers, sales teams, manufacturing, and technical support services to ensure timely and accurate processing of orders. Managed large national customers, including timely, accurate order fulfillment, handling expedited orders, deduction management, providing quotes, and responding to customers via the telephone in a timely fashion.• Liaison with the Customer and Technical Service Department, providing back-up support to a team member• Created and maintained department work directions that were used as a template for other Customer Service Representatives within the department• Leadership – Customer Consolidated Shipping Process Owner and Customer Service Trainer• Leading Excellence in eProductivity & Performance Award 2005 and 2006• Top 40 Upsell in 2011-12 Show less