Quality Assurance
Modifications and Bulletins:
- Finalising applications before sending to Financial Advisers.
- Preparing weekly reports of fixes for the Agency.
Verifications:
- Dealing with customer incoming and outgoing phone calls.
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
Reinstatements and Reopens:
- Processing paperwork to make sure all the requirements are met for payments.
Meetings:
- Planned and completed group projects, working smoothly with others.
- Prioritised and organised tasks to efficiently accomplish service goals.