Cristina Munteanu

• Serve as the primary contact for advisors and clients during onboarding and in-force plan changes, ensuring accurate and timely implementation.
• Build and maintain strong relationships with advisors and Plan Administrators, delivering high-quality service that supports retention and satisfaction.
• Conduct training for Plan Administrators and Plan Members, both in-person and virtual, on Equitable’s benefits platforms and processes.
• Coordinate plan amendments and new installations, working cross-functionally with Underwriting, Claims, and Administration departments.
• Proactively follow up with clients to assess satisfaction and resolve concerns, implementing improvement plans when necessary.
• Support team initiatives and contribute to process improvement projects aimed at increasing service efficiency and consistency.
• Participate in client presentations during the final stages of the sales process, helping to build trust and secure new business through in-person meetings and expert support.

• Responsible for Vancouver Group Inbox. Respond to client and advisor inquiries within 24 hours turnaround time.
• Act as a liaison between Group Marketing Managers/Advisors/Clients and Head Office
• Maintain database information
• Provide support to our Group Marketing Manager with marketing specifications review and submission to underwriting
• Assisting client relationship specialists with preparing contract amendments, new issue materials including pre-populated enrolment forms
• Co-ordinate, handle and maintain high levels of policyholder service by fostering relationships with Plan Administrators
• Provide support to other regional offices as required.

• Responsible with running the sales floor, driving sales and motivating sales team
• Responsible with opening and closing store
• Merchandising and maintaining standards
• Impeccable phone manners and customer service
• Operations - entering payroll, training staff on cash, daily coaching staff conversations on improving their customer service skills and achieving goals
• Effectively participating in weekly management meetings and quarterly staff meetings

• Entering customer data into the system
• Opening registers and balancing it at closing
• Ensured all cashiers were trained in store policies and procedures, as well as safety protocols.
• Training and supervising other cashiers
• Handled returns, exchanges, and refunds in accordance with company policy while maintaining a high level of customer satisfaction.

• Greeted customers and responded to inquiries in a friendly and professional manner.
• Resolved customer complaints in a courteous manner while following company policy guidelines.
• Consistently achieving targets

Responsible for efficiently receiving and sorting book returns.

• Developed professional relationships with my coworkers in a time-sensitive environment by demonstrating respect, courtesy, tact, and cooperation in interaction with others.
• Reviewed returned books for any damage, sorted as required and classified accordingly for resale or recycling.
• Continuously exceeding expectations and efficiently handling additional tasks such as replacing covers and accurately repricing books for resale.