Judaina Owiredu

• Facilitating service requests and changes to in-force policies including helping advisors with applicable forms and process (i.e. Title, Banking, Fund Allocation, Death Claim, Address, Duplicate policy, etc).

• Resolving any administrative problems on in-force business.

• Disseminate any communication from insurers to advisors and Insurance Consultants e.g. urgent notices and regular statements.

• Responds to policy inquiries from advisors

• Receive and forward on to insurers all service documentation when required and premium payments.

• Participating actively in team learning development activities and team performance achievements.

• Building effective working relationships across the team and with various business line and corporate function contacts.

• Maintaining a high level of customer service.

• Work with Mutual Fund Operations in the handling of death claims for segregated funds.

• Distribute semi-annual and annual segregated fund statements.

• Respond to fund company regarding unknown codes.

• Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
• Identified and corrected data entry errors to prevent duplication across systems.
• Proofread documents and edited materials to correct grammar and spelling mistakes.
• Adhered to strict data confidentiality policies to prevent information leakage.
• Verified and logged deadlines in response to daily inquiries and requests.
• Compiled, sorted and verified digital data against source documents.
• Communicated with coworkers regarding deadlines and project milestones.

• Operated cash register, collected payments and provided accurate change.
• Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
• Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
• Helped customers find specific products, answered questions and offered product advice.
• Worked closely with front-end staff to assist customers.
• Processed sales transactions to prevent long customer wait times.
• Accepted cash and credit card payments, issued receipts and provided change.
• Met high productivity standards in processing payments for customers.
• Wrapped items and bagged purchases properly to prevent merchandise breakage.
• Helped with purchases, locating items and signing up for rewards programs.
• Learned roles of other departments to provide coverage and keep store operational.
• Scanned customer purchases and supported transactions to streamline sales process.
• Resolved customer complaints and escalated worsening concerns for remediation.
• Received payments for products and issued receipts.