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Interacts with customers/ customer information on a daily basis, promptly responding to all inquiries in a courteous and efficient manner.  Provides information to customers about product features. Helps customers when they are faced with problems or need information and/or ensure customer information is updated accurately.

• Help customers with complaints and questions, give customers information about products and services
• Ensure to deliver BGO and client metrics and expectations on a regular basis.
• Ensure customer satisfaction and provide professional customer support
• Update customer files with appropriate information and ensure information being placed in customer files follow regulatory, client specific, and corporate guidelines
• Engage with customers on all inbound/outbound calls, emails, and other channels of communication applicable and/ or supports to update customer’s account information
• Champion company core values and other company programs
• Other duties as assigned

Education