Alexandra Boog

Experience

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  Metro Bar

  Dec 2012 - now

  Cocktail Server
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  Equitable Life & Casualty

  Oct 2013 - Jun 2015

  Receptionist & Long Term Care

  - Front desk receptionist responsible for checking in clients/agents- Maintained cash handling, input life insurance premium checks into accounting system daily- Transferred to Long Term Care after 7 months in reception, dealing with long term care clients and - agents- Sent necessary forms and scanned in all case documentation- Passed LOMA Step One

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  Crump Life Insurance Services

  Jan 2015 - Mar 2022

  Case Manager

  InsureNOWdirect Case Manager- Assists agents in maintaining life/disability/annuity and long term care applications- Run quotes and illustrations for clients and agents- Manage 100 tasks daily regarding client's cases (scheduling exams, obtaining documentation needed for underwriting)- Correspond with carriers, agents and clients daily- Strong ability to multi-task, meet deadlines and adapt to new carrier products- Current Life, Health & Accident Producer's License

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  OptaVia - Chellino & Associates

  Oct 2020 - Jun 2021

  Contact Center/Remote Representative

  Took calls in a remote environment for coaches (goal +5 contacts an hour) and clients signed up under Optavia or Medifast nutritional plan subscriptionsAssisted with creating/picking orders, sending prepaid labels and locating orders (providing tracking, reaching out to carriers, our warehouse, etc) implementing SalesforceMain support in remote environment was Slack and Teams channels Assisted coaches with compensation, back office (HYBRIS system or ASM) and assisted with running reports for coach clients Fielded escalation calls and transferred calls to appropriate departments (either handled call, transferred to higher queue or created follow up ticket)Answered and solved email tickets as neededHelped troubleshoot client log in errors & password setup/retrieval, commissions, orders with reward history and tracked bugs in Salesforce 더보기 취소