Specialist, Sales And Customer Service
CurrentInstrumental in providing the best possible protection for our clients’ most valuable assets by advising them to make informed choices, answering their product questions, and advising on next steps.Analyze customer needs, promote, and cross-sell products and services, as well as assist with customer accounts.Handle phone, navigate digital systems, and email inquiries from existing clients in a professional and timely manner.Training as an underwriter while pursuing my Chartered Insurance Professional (CIP) certification with 4 courses completed.Maintain an above-average underwriting stat while being efficient.Received multiple promoter customer survey recognitions as well as monthly service contest wins.Performed a cyber risk research project and awareness in the course of my CIP.