Pros: good retirement 401k matching program
Cons: no real room for growth within or outside of customer service department. also, they had a high deductible health insurance plan
Held full responsibility for day-to-day transactions while continually managing ongoing servicing needs. Efficiently serviced producers and their clients by accurately processing financial and non-financial transactions while expertly responding to inquiries. Answered questions regarding annuity products and service needs. Effectively resolved problems and concerns to ensure a high degree of satisfaction. Maintained compliance with established procedures and regulatory requirements.
** Formally recognized for building rapport, cultivating positive relationships, upselling products, and establishing loyal producers.
** Developed and enhanced expertise in all new and existing financial products including specific features and details of annuity living benefits.
** Earned company award for processing highest volume of partial withdrawals in a single hour.
** Acknowledged as “Total Quality Customer Service Professional.”