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1

customer advocate (account manager)

  • Nurtured & grew key revenue metrics within accounts by driving usage through multiple project implementation
  • Drove user adoption of programs across cross functional teams through efficient marketing & communication
  • Conducted knowledge management training sessions & webinars to nurture new program creators
  • Operated as Application Consultant on Greenfield client projects, managed project roadmap & escalations
  • Conducted market research & store visits to explore and configure use cases compatible for the platform
  • Worked with sales team for presales activities & conducted Product demos as part of sales pitches 
2

customer advocate

  • Improved application conversion rates  through successful marketing of product upgrades to clients.
  • Worked on paid cancellation of clients and successfully brought down the cancellation rate.
  • Conducted online training sessions to new clients and led on boarding process to ensure success rate.
  • Helped team to design drip emails which in return increased the response rate of customer.
  • Helped team to design the application on the feedback based of clients.
  • Strategized on new business and expanded footprint into existing accounts
  • Devised and conducted continuous best practice webinar sessions to the install base
3

customer advocate

  • Primarily answered inbound calls from high profile retiree clients about their Medicare Health Insurance. 
  • Chosen by management to make outbound calls to our high profile retiree clients about their benefits when time permitted.
  • Reviewed clients claims, benefits and resolved clients issues.
  • Strategized the pricing plan as per the market requirement and target audience. 
4

customer advocate

  • Receive deposits and/or payments to customers’ accounts.
  • Cash checks according to company policies and guidelines.
  • Monitor cash drawer levels  and balance daily to ensure ending balance reflects cash activity throughout the day.
  • Answer customers’ questions, and provide information on financial products available.
  • Monitor branch vault levels, ordering currency and preparing currency to be shipped to Federal Reserve.
  • Open new accounts and update existing accounts for clients.
  • Supervise others as required and provide on-the-job training.
5

customer advocate

  • Verify insurance coverage for Retail and Group members
  • Responsible for assisting members with pharmacy prescriptions
  • Provide first call resolutions
  • Responded to inbound support requests from clients on how to use the application and help them get on board.