PARTICIPANT SERVICES REPRESENTATIVE
Handled over 20 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services.
Responded to participant requests, offering excellent support and tailored recommendations to address needs.
Contacted participants to verify account information and maintain accuracy.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Delivered prompt service to prioritize participant needs.
Educated participants about billing, payment processing and support policies and procedures Recommended retirement options to customers, thoroughly explaining details.
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Posted Oct 28, 2024
Assisted participants with their retirement accounts. Discussed plan provisions, benefits (loans, hardship withdrawals, distributions), opted in/out from plan.
SPECIALIST - TRAINING AND QUALITY ASSURANCE
Virtrual Assistant (CS, AP, A/R)
CUSTOMER SUPPORT REPRESENTATIVE
TECHNICAL SUPPORT REPRESENTATIVE
SUBJECT MATTER EXPERT