Customer Support

• Ensure that all inbound calls from Participants are directed appropriately.
• Outbound calls to participants for outstanding paperwork or status of rollover; outbound calls to outside carrier to check status of rollover or obtain status.
• Assist the participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees.
• Handle participant inquires on status, build a working relationship with internal partners.
• Produce analyses, sales proposals and sales illustrations.
• Communicate with agents and/or brokers to answer inquiries and resolve problems.
• Develop marketing programs for assigned cases.
• Promote product lines through marketing efforts via telephone, mail and field interaction.
• Coordinate seminars/training for agents, clients and/or brokers.
• Other duties and projects as assigned.

Sales Support Specialist

VP of Customer Experience

Associate, Customer Experience – Omnichannel Growth

Physicist – Customer Support

Engineering Owner, Customer Support