Experienced B2B/B2C services consultant with a passion for providing top notch customer experiences. Extremely organized, customer focused, and results oriented with an eye for business process improvement. I have prior experience working in finance and law firms.
Experience
MassMutual Life Insurance Company
Jun 2021 – Aug 2023
Remote
Policyholder Service Consultant
• Acted as initial contact in addressing customer concerns regarding establishment of policies and new account status
• Managed customer onboarding and fostered customer relationships by communicating appropriate expectations, delivering on positive outcomes and acting as a lead point of contact
• Supplied management with reports on customer needs, problems, interest, competitive activity and potential for new product and services
• Facilitated, coordinated, and recommended policies and procedures to ensure operational objectives are met
• Managed the sales reporting process, ensuring timely and accurate delivery of reports to Sales leadership
• Resolved complex, high impact service requests for multiple divisions/products on behalf of the Enterprise
• Built cross-functional relationships to enhance sales channels and overall company performance