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Bio

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Topline AI

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Quality Control Lead
      • Aug 2018 - Present
    • Quality Services Engineer/Data Accountability
      • Aug 2010 - Aug 2018
    • Legal Services
    • 1 - 100 Employee
    • Quality Services Engineer/ Data Accountability
      • Aug 2010 - Aug 2018
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Customer Service Representative
      • Jul 2006 - Aug 2010

      • Responsible for servicing and/or processing financial and administrative transactions during the policy lifecyle • Receive and resolve complex and/or sensitive customer service inquiries in an accurate and timely manner • Provide Distributor and Home Office staff with proper guidelines and assistance regarding service products • Serve as a mentor for new and existing team members • Responsible for servicing and/or processing financial and administrative transactions during the policy lifecyle • Receive and resolve complex and/or sensitive customer service inquiries in an accurate and timely manner • Provide Distributor and Home Office staff with proper guidelines and assistance regarding service products • Serve as a mentor for new and existing team members

Community

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