Interacted with producers and customers processing their applications for Life, Annuities, Disability and Long Term Care insurance policies/benefits. Educated customers (policyholders) on insurance benefits/programs, recommending additions based on their individual needs. Modified, updated and processed existing policies to reflect any changes in coverage or type of insurance. Corresponded with customers regarding underwriting issues, working closely with underwriters and brokers to deploy effective resolutions in order to ensure customer satisfaction and retention. Documented and tracked all daily transactions, including new, renewed or canceled policies. Provided English-Spanish translation for customers, assisting them with understanding policy information. Recognized for outstanding performance with Employee of the Year Award and a trip to Disney World.

Processed applications for Life, Annuities, Disability and Long Term Care benefits for diverse customer base. Prepared and submit all required data, information and documentation according to established guidelines. Documented customer data, daily transactions and productivity in appropriate computer systems. Interacted with Spanish speaking customers, providing translation services to ensure their overall satisfaction. Resolved all customer issues related to underwriting process and insurance policies. Addressed questions, concerns and complaints regarding policies, providing detailed information on available products and educating customers on their personal benefits.