Hassan Ahmed

• Responded to phone and online customer service requests within designated turnaround time to improve customer satisfaction ratings.
• Maintained knowledge of company products and services to promptly resolve complaints and concerns.
• Conducted regular training sessions for staff on new products, services, and customer service techniques.
• Maintained accurate records of customers' interactions with the company in order to provide better future services.
• Provided exceptional customer service to ensure customer satisfaction.
• Ensured prompt resolution of customers' inquiries via phone, email or chat support channels.

• Interviewed customers to obtain financial information, payment history and other relevant details.
• Attended weekly meetings with internal departments to discuss progress on collections efforts.
• Participated in training sessions related to new technologies used by the company's collections department.
• Prepared reports summarizing collection activity for management review.
• Conducted skip tracing activities to locate delinquent customers.
• Investigated customer disputes and complaints regarding billing errors and incorrect charges.

• Maintain existing business, expand relationships with current clients, and assist in bringing new clients into the organization

• Manage a book of house accounts and assist in the growth of that book of business
• Meet with the team for pre-renewal meetings on qualifying accounts and development of client opportunities
* Partner with Commercial Property and Casualty Producers to perform needs analysis of prospective and existing clients to identify new client solutions and agency revenue opportunities
• Analyze insurance policies and contracts to understand coverage limits, terms, and conditions •
• Send verification of insurance to third parties as requested by clients or regulatory authorities •
• Handle customer requests for policy changes, insurance certificates, billing inquiries, and claim submissions •
• Provide coverage interpretation and analysis for current and prospective clients
* Assist in cross-selling and account rounding opportunities
* Prepare Summaries of Insurance on renewal accounts and market renewal accounts as needed

• Adhered to all internal controls established by the bank's compliance department.
• Conducted regular reviews with clients to discuss progress towards achieving their objectives.
• Ensured that all transactions were compliant with relevant laws, regulations and ethical standards.
• Participated in training sessions to stay up-to-date on changes in banking policies and procedures.
• Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
• Generated sales leads through networking activities such as attending events or contacting potential customers.
• Analyzed customer's financial situations to determine the best options for meeting their needs.