R

Robert Crouch

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North Carolina, United States

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Full-time jobs

Timeline


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Résumé


Jobs verified_user 0% verified
  • EXL Service
    Senior Annuity Specialist
    EXL Service
    Oct 2023 - Current (2 years 9 months)
    • - Handled complex annuity applications and back-office operations • - Collaborated across departments to meet team goals • - Resolved fund tracking, delayed interest, and re-dated paperwork issues • - Mentored and trained new hires on multiple systems and workflows • - Recognized for teamwork and reliability in fast-paced, remote-ready environment
  • P
    Annuity Specialist
    Prosperity Life Group
    Nov 2021 - Oct 2023 (2 years)
    • - Acted as liaison between agents and carriers for annuity processing • - Managed new business applications and "Aged Application" reports • - Led communication follow-ups and hybrid workflow responsibilities • - Built expertise in remote collaboration and document accuracy
  • E
    — Customer Service Representative
    Equitable Financial
    Nov 2020 - Oct 2021 (1 year)
    • - Supported client access and verification for secure online platforms • - Provided troubleshooting and technical support • - Ensured policy accuracy and assisted with fraud prevention
  • T
    Sales Trainer
    The CORE Training
    Mar 2019 - Jul 2020 (1 year 5 months)
    • - Trained real estate agents and mortgage professionals on business growth • - Conducted CRM and accountability coaching • - Managed high-volume call schedules and client tracking
  • C
    Detailer
    Carolina Springs AutoSpa
    Jun 2009 - Jan 2012 (2 years 8 months)
    • - Performed high-quality auto detailing and customer service
Education verified_user 0% verified
  • H
    HIPAA General Compliance
    Oct 2023 - Current (2 years 9 months)
  • C
    Cybersecurity & Data Privacy
    Oct 2023 - Current (2 years 9 months)
  • M
    Medicare General Compliance & Fraud Prevention
    Oct 2023 - Current (2 years 9 months)
  • E
    EXL Ethics, EHS, Gifts & Entertainment
    Oct 2023 - Current (2 years 9 months)
  • S
    Securities Trading Policy
    Oct 2023 - Current (2 years 9 months)
  • University of North Carolina at Charlotte
    Bachelor of Arts in Political Science
    University of North Carolina at Charlotte
    May 2012 - May 2016 (4 years 1 month)