Customer Care Officer

• Mar 2022 - Present

Life Planner

• May 2015 - Present

Job Description1. Interview prospective clients to gather data about them.2. Provide intermediary services between insurance companies and clients.3. Customize insurance programs to suit individual customers, often covering a variety of risks.4. Observe and participate in identifying products and services that can benefit customer's needs.5. Consultation in various financial products and solution in areas such protection, investment, wealth management, and retirement plan. Show less

Training Team Agency Development

• Jan 2018 - Jul 2019

Job Description1. Deliver training courses.2. Identify training needs by evaluating strengths and weaknesses.3. Direct structured learning experiences and monitor their quality results.4. Periodically evaluate ongoing programs to ensure that they reflect any changes.5. Develop or oversee the production of classroom handouts, instructional materials, aids and manuals.

Customer Relationship Management

• Oct 2016 - Dec 2017

Job Description1. Resolving customer complaints quickly and efficiently.2. Overseeing the relationship with customers handled by your team.3. Building and maintaining profitable relationships with key customers.4. Keeping customers updated on the latest products in order to increase sales.5. Create and maintain reports and dashboards, while analyzing data to produce sales reports that identify key trends and create insights.

Call Center Representative

• Jan 2016 - Sep 2016

Job Description1. Meet qualitative and quantitative targets2. Handle many inbound and outbound calls to customers and clients.3. Identify the needs of customers, resolve issues and provide solutions.4. Maintain records of the conversations with the customer and analyze the data.5. Review customer or client accounts, providing updates and information about billing, shipping, warranties and other account items.

IT Support

• Mar 2012 - Apr 2015

Job Description 1. Providing IT assistance to staff and customers. 2. Repairing and replacing equipment as necessary. 3. Updating computer software, as well as upgrading hardware and systems. 4. Walked customers through step by step process for troubleshooting hardware issues. 5. Installing and configuring computer hardware, software, systems, networks, printers and scanners. Job Description 1. Providing IT assistance to staff and customers. 2. Repairing and replacing equipment as necessary. 3. Updating computer software, as well as upgrading hardware and systems. 4. Walked customers through step by step process for troubleshooting hardware issues. 5. Installing and configuring computer hardware, software, systems, networks, printers and scanners.