Robert M. Email & Phone Number

New York, NY, US

New York City Metropolitan Area

• Responsible for account ownership and communication with 150+ clients
• Conduct outreach and screen incoming communication with prospective clients via phone, email, and text
• Extract and save client documents within all digital recording systems (E-files & Salesforce) and create e-files within the firms digital systems
• Create and send outgoing mail for prospective clients while maintaining a high level of attention to detail & quality assurance
• Work with the Administrative Department, Claim Administrators, and VCF attorneys to complete various tasks related to claimant information processing

Garden City, New York, United States

• Determine eligibility through reviewing and assessing applications and documents for various benefits programs
• Process benefit applications in accordance with program guideline regulations
• Communicate with applicants, agencies, and other stakeholders to request information, clarify eligibility criteria, and resolve discrepancies related to benefit applications

New York, United States

·Responsible for telephone and in person consultation with participants and other callers to explain retirement benefits and policies under the Fund·Verifying eligibility for retirement benefits·Elaborating upon a multitude of annuity options·Inputting new and updated participant information on the computer systems·Reviewing participant applications and.

• Greet customers while answering phones and directing customer inquiries toappropriate party
• Receive and process all payments according to standard procedures
• Resolve customer complaints, guide them, and provide relevant information

• Provide support for sales goals by helping to identify style replenishment,product needs, and best sellers
• Sell other company products such as shoes, apparel, and accessories