Customer Assistant
CurrentI help build a foundation for my department since we broke contract with progressive. I build a workflow chart for my coworkers. At job, we kept getting phone calls for requesting changes to polices from insured and their agent is not available. I decided to create change request forms that are user-friendly for the insured. Our normal form is not design for an average person to fill out. When the company broke contract with progressive, we don't have any note or information for our new side. We were starting from scratch. I created a quick reference guide for my team in OneNote with all the information needed to inbound calls and making changes to polices. I trained two employees (who were from the old side) for the new side.