Customer Service Des Moines

Andrew Wittick

***************@*****.*** 515-***-**** Kansas City, Missouri

WORK EXPERIENCE

Allstate Jun. 2024 – Present

Licensed Benefit Advisor

Assist clients in navigating health insurance options and selecting appropriate benefits for their personal needs

Educate clients on utilizing their benefits effectively, ensuring they understand claim processes and coverage limitations

Assist clients in understanding the nuances of insurance policies to ensure informed decision-making and appropriate coverage

Conduct follow-up communications with clients to ensure satisfaction with their benefits and address any needs or questions

Wells Fargo May 2015 – May 2024

Home Equity Specialty Representative Sep 2016 – May 2024 West Des Moines, IA

Educate clients about the benefits and risks associated with home equity lending to promote informed decision making

Maintain up-to-date knowledge of industry trends and regulatory changes to provide accurate information to clients

Collaborate with cross-functional teams to streamline processes and enhance customer service outcomes

Conduct comprehensive needs assessments to understand clients’ situations and recommend appropriate products

Inbound Sales Specialist May 2015 – Sept 2016 Wesst Des Moines, IA

Provided ongoing support to customers post-application, ensuring a seamless transition for their new home financing

Managed a high volume of inbound inquiries, creating swift and helpful responses for all customer concerns

Participated in training initiatives aimed at enhancing the skills and knowledge of team members involved in various projects

Provided personalized recommendations based on customers’ financial needs and goals, fostering long-term relationships

EDUCATION

AIB College of Business May 2016

Associate of Applied Science Des Moines, IA

CERTIFICATIONS, SKILLS & INTERESTS

Certifications: Insurance Sales Agent License

Skills: Sales strategies; Regulatory Compliance; Customer Service; Client Education; Conflict Resolution; Customer Retention; Negotiation Skills; Product Knowledge; Relationship Building; Financial Analysis

Interests: Weightlifting; Kansas City Chiefs; Hiking; Reading; Traveling; Playing Musical Instruments; Cooking

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