Melissa Bachan Email and Phone Number

• Developed proficiency in all company products, including life and health insurance, long-term care and annuities.• Travelled to clients’ homes and businesses; conducted extensive research to evaluate their concerns and needs to successfully sell products that align with their goals.• Built personal relationships with my clients, constantly researched and stayed up to date with insurance regulations to proactively inform clients of policy and fee updates.• Achieved over 680 calls weekly, planned and led 10 to 15 appointments per week and maintained client base of over 100 Bankers Life and Casualty Co. clients.• Mentored and trained new agents using my leadership skills, experience and knowledge of company products.

• Managed wire transactions to Cayman Islands, Bahamas, EC Islands, Trinidad, Barbados and Barbados Offshore Unit using SWIFT. • Supervised and trained 7 people and authorized average 315 customer transactions per day.• Maintained integrity by ensuring bank policies and compliances were followed. • Delivered customer service in a professional and efficient manner.• Maintained all round knowledge of the different functions of department to readily support colleagues and supervisor to ensure days work was completed on time.• Resolved concerns and complaints within assigned timeframes.

• Accurately processed average 250 wire transactions to Cayman Islands, Bahamas, EC Islands, Trinidad, Barbados and Barbados Offshore Unit using SWIFT.• Ensured efficiency was maintained daily for posting volumes and accuracy rates.• Made meaningful contributions to department and team meetings.• Maintained good knowledge of accounting functions and systems supported by unit to provide branch and service staff with necessary level of support.• Ensured urgent transactions were processed within ten minutes.