William Pass Email & Phone Number

Westlake, Texas

Westlake, Tx

• Worked directly with inheritors to help them claim assets that were held at Fidelity. • Case management, maintain a case load of over 100 cases , manage the day between inbound, outbound and processing • Demonstrates leadership by serving as the process improvement champion and helping to train new hires to the role• Strong ownership, compassion , EQ and follow-through on complex matters such as trusts and estates

Westlake Texas

Westlake, Tx

• Committed to the customer experience with achievement in the top 25% for positive escalations and call quality. • Demonstrates leadership by serving as subject matter expert as well as leading multiple seminars in retirement topics for team. • Remains error free since joining Premium Services.

Westlake, Tx

• Excellence in Action Award for Q3 of 2012, February 2012 Call of the Month Winner.• 2nd Quarter Recognized as a Top Referral Producer. • Top 10% for site, Gold medalist, and Star of the Week for Grow for the Gold campaign. • Dedication to the customer experience by serving as the VoCal.

Westlake, Tx

• Handle inbound calls from clients efficiently by use of profiling, call control, and business knowledge using all available resources to deliver the right solutions the first time. • Voice of the Associate Ambassador, Team tax liaison and assisted in training of new hires. • Excellence in Action Award for Q1 of 2011, October 2010 Call of the Month Award for department.

Fort Worth, Tx

• Provide compassionate assistance to clients in the midsts of extreme financial crises. • Develop plans and set goals to help clients achieve financial success. • Followup with clients for transition to business partners to address all of their needs.

Denton, Tx

• Develop and maintain relationships to ensure customer loyalty. • Coordinate response to train derailments throughout North America in a real-time emergency operations center environment.• Disseminate accurate information in a timely manner.

Denton, Tx

• Assist individuals affected by disasters including flood, fire, earthquake, and terrorist attack through case analysis and management. • Take ownership when issues arise and follow through working as the victim’s advocate.• Provide mentoring and training as a Subject Matter Expert on disaster assistance.

Washington D.C. Metro Area

US Army 3rd US Infantry Regiment (The Old Guard) Army’s Official Honor Guard and Escort to the President