Characterized as an educated/knowledgeable, customer oriented individual, intuitive in reading people and relating to them at all different levels; well-developed efficient and effective style, utilizing a balance of concern for information and its applications. Highly motivated in seeking technical ways to accomplish objectives in an ethical and social manner.
•Provide excellent customer service to participants, financial advisors, plan sponsors and third party administrators.
•Answering 800 number phone lines to resolve problems in a call center setting - answer approximately 80-90 phone calls per day.
•Obtained solid knowledge of retirement products.
•Maintain a strong commitment to my work on a daily basis.
•Provide first call resolution to participants.
•Obtain solid product knowledge and assisted in display maintenance.
•Attention to detail management.
•Assisted with new hire training and coach roaming when new customer service representatives are hired.
•Process financial transactions.
•Process distributions and rollover of funds.
•Process high value transactions.
•Work efficiently on two platforms while maintaining a low average handle time of each call.
•Use effective written communication skills through daily emails.
administrative, ADS, analytical skills, Attention to detail, call center, Coach, conferences, CPR, clients, excellent customer service, customer service, Data Entry, e-mail, email, fast, faxing, filing, financial, First Aid, focus, funds, General Office, Image, lesson plans, Lotus Notes, messaging, Microsoft Office, office, Microsoft Outlook, Microsoft Windows, 2000, 98, multi-tasking, negotiation, processes, safety, telephone, phone, Time management, verbal communication skills, Vista, written, written communication skills, writer
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