Maintained high standards of customer service by building relationships with clients.Responded to customer calls swiftly to resolve issues and answer questions.Determined client needs and financial situations by listening and scheduling fact-finding appointments.Obtained underwriting approval by completing application for coverage.Upsold additional products and services after identifying customer needs and requirements.Worked to accommodate new and different insurance… Show more Maintained high standards of customer service by building relationships with clients.Responded to customer calls swiftly to resolve issues and answer questions.Determined client needs and financial situations by listening and scheduling fact-finding appointments.Obtained underwriting approval by completing application for coverage.Upsold additional products and services after identifying customer needs and requirements.Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation. Show less

Checked documentation for accuracy and validity on updated systems.Carried out administrative tasks by communicating with clients, distributing mail and scanning docs.Verified client information by analyzing existing evidence on file.Generated, posted and attached information to claim files.Maintained strong knowledge of basic medical terminology to better understand services and procedures.Maintained confidentiality of patient finances, records and health statuses.

- Handled internal and external Loan requests.- Handling books, videos, and microfilms; gathering and preparing to send off to the requester. - Receive material returned from loans and place them back in their proper library settings. - Interact with customers and staff in regards to the loaned materials. - Resolve any loan related issues.