Customer Service Generalist
FIRST COMMAND FINANCIAL SERVICES
Sep 2018 - Jun 2022 (3 years 10 months)
• Assisted clients and advisors with insurance product inquiries, forms, and account updates.
• Researched and resolved complex client and advisor issues, navigating multiple systems simultaneously.
• Achieved a 98% issue resolution rate within 24 hours by leveraging ticket systems and CRM tools.
• Coordinated with business partners to address pending and in-force business, ensuring client satisfaction.
• Provided remote support by handling helpdesk responsibilities, including password resets, system navigation, and software installation assistance, which further enhanced the overall client experience and operational efficiency.