Amber O’Neil Email & Phone Number

The Consultant Experience Manager (CEM) acts as the primary point of contact for consultants assigned to roll or project. Provides timely resolution to a variety of questions and issues to maximize consultant job satisfaction and overall experience. Receive, review and process expenses, inquiries and payroll. Identifies and manages existing and emerging risks stemming from business activities. Facilitate communication between client and consultant. Aid in onboarding process documentation and necessary actions required for settlement of accounts. Create and maintain a positive, trusted working relationships.

Phoenix, Arizona Area

I have over 10 years of experience as a Producer licensed in Property & Casualty and Life & Health. In Survivor Relations is specialized in providing guidance and support to widows, surviving families and Executors through handling the estates of USAA members who have passed. In addition to a working knowledge of state required documents to address estate matters I am anexpert of compliance knowledge relevant to insurance, banking, services, and processes. I Identified opportunities to educate on benefits and resources available. Prepared correspondence, and processed legal notices as required.

6770 W, Deer Valley Rd Ste B 101 Glendale, Az 83510

As a personal account representative making the client happy is a priority. Some of my responsibilities include marketing calls, face to face insurance and financial product reviews / presentations, customer consultation, service items and more. Helping people protect their families and secure their futures is a daily goal. Insurance is a rewarding business when you are able to make a difference and take time getting to know your customers and their changing needs.

Sierra Vista, Az

Executive assistant for a dual agency. Responsibilities included welcoming visitors in person or on the telephone, applied payments and answered general inquiries. In addition to directing visitors I maintained the office calendar, scheduled appointments and confirmations. Open and closing office operations.

United States

Bachelor Of Arts - Ba, Communication And Organizational Leadership

Associate'S Degree, General Studies