Sue Socrates Email & Phone Number

Myrtle Beach, SC, US

- Led the evolution of the Company’s “Customer Assurance Program” by developing a highly valued database to track and trend survey results from customers. - Designed multiple compliance monitoring and management reporting tools used for Regulatory Examinations, New Laws & Regulations, as well as Advertising and Review standards. - Acted as intermediary.

Wellesley Hills, MA

- Responsible for managing communications and resolutions of Consumer Complaints for State Insurance Departments.- Designed and managed the overall quality assurance of a new Complaint Management System.

Wellesley Hills, MA

- Successfully diffused volatile customer situations, often resulting in the retention of business, and letters of appreciation to the company President.- Negotiated complaint resolutions with complainants, legal representation, Insurance Departments, and prepared documentation relative to settlement agreements. - Viewed as exceptional team player.

Wellesley Hills, MA

- Directed new business processes with respect to training, operations and support services. - Evaluated Life Insurance applications to ensure adherence to State and Federal regulations with respect to face amount, payment and tax implications.

Wellesley Hills, MA

- Responsible for the Department’s operational excellence and efficiency, including achieving Key Service standards ensuring that quality and customer objectives were met.- Improved team-efficiency by creating team-building activities, collaborating with management, selecting and providing training, and assigning work to the staff.

Wellesley Hills, MA

- Demonstrated sense of urgency in busy call center, provided exceptional customer service, and managed policyholder inquiries by telephone, in writing or in person. - Successful in troubleshooting and problem solving to fulfill customer requests.

Bachelor Of Science (Bs), Business Administration

Education record