At Huntswood, I resolved customer policy and account queries by phone, email, and chat, guiding customers step by step toward solutions. I also prepared reports on policy and account data to support retention and cancellation decisions.
I worked with internal departments on policy amendments, cancellations, and discount requests, keeping customers updated until their cases were resolved. I documented interactions and troubleshooting steps in ticketing records and escalated complex cases with complete notes.
At Outworx, I handled customer calls, emails, and chats and prepared and compared short-term insurance quotes. I also processed claims and explained next steps in plain language.
I investigated complaints, gathered documentation, and followed up to confirm issues were resolved. I hold the RE5 – FAIS Certificate and have experience using CRM and ticketing systems, including Broker Buddy.
