Authorized Financial Consultant
Nexus Insurance Brokers LLC
Total years of experience :6 years, 9 Months
Provided clients with advice on financial matters and made recommendations on best ways to utilize their money by advising clients on products and services available to ensure they understand those that best meet their needs
Built and maintained client databases, keeping current client plans up-to-date, recruiting new clients on an ongoing basis, monitored financial market trends to ensure that plans are effective, and identified any necessary updates
Contacted clients periodically to determine if there have been changes in their financial status; made cold calls to secure at least 3 appointments a day and provided consistent After-Sales services
Guided clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
Work Description:
Managed several large dedicated accounts as well as continuously being opened for pooled B2B projects
Served as point of contact by colleagues regarding Advance Feature queries
Managed service level agreements and metrics
Coordinated with client specific directives and proposed potential solutions for Advance Feature projects
Undertaken personal operational excellence initiatives for the project and translated efforts to timely and accurate order completion and reduced escalations
Oversaw quality and inventory for B2B projects and coordinated completed outputs directly to clients
Implemented direct coordination with clients with regards to change controls and other project concerns
Monitored Team attendance
Generated necessary reports and minutes as assigned
Recipient of significant pay increases for consistent adherence with company policies and exceptional service
Recipient of several commendations for outstanding service and generating client satisfaction
Conducted daily Advance Features call for inventory management
Work Description:
Investigated, analyzed and resolved issues that arose with the assigned accounts pertaining to, but not limited to, overcharges, duplicate charges from the same and/or two or more different vendors and charges for requirements not received
Worked with North America staff to prepare monthly management information reports which include: reporting the volumes for each vendor, the volumes of each underwriting requirement, expenditure for each vendor and each type of underwriting requirement, and calculating a cost per case
Assumed responsibility in ensuring accurate payment of fees versus the amount to be deducted, reconciled deductions and client rebuttals
Established more effective internal controls which resulted in faster sales distribution, team’s productivity, increased savings of more than $100, 000 and a notable reputation for the company
Created and updated job aids which resulted in faster workflow, achieved metrics and satisfied North America staff
Work Description:
Improved the quality scores of the U.S. case managers, quality of new business life applications due to exceptional accuracy in the workflow system
Awarded significant pay increases and incentives within a 12-month period for superior service
Work Description:
Ranked 5th out of 100 associates during training
Placed Significantly Above Peer Group in the Accenture Global Rankings
Consistent Recipient of Total Rewards, an incentive program designed for top performers
Appointed as a Subject Matter Expert for the team
Ensured compliance with U.S. Health Insurance Portability and Accountability Act, Accenture policies, and legally mandated privacy requirements
Appointed as an Internal Auditor, which ensured met Service Level Agreements and faster turnaround time
Developed quality and productivity reports
Monitored attendance and disseminated client updates regarding new processes for other team members, which resulted in overall efficiency and productivity of the team
• Bachelor of Science in Marketing Management • Awarded with Academic Distinction and Best Marketing Plan • Consistent Dean’s Lister • Recipient of AIG Foundation International Scholarship