Monica Cline
Advanced Case Manager @Equitable
Signup · Get unlimited contacts
WORK HISTORY
Advanced Case Manager @Equitable
Waterloo, ON, CA
I am responsible for reviewing, investigating and resolving issues relating to the input, underwriting and issue of large value cases for individual insurance. Some of my other responsibilities include: • identify unique customer needs in order to provide appropriate solutions • build, strengthen and maintain relationships with key Advisors and MGA’s • practice proactive management of large value files that require additional touches and follow ups • initiate communication and respond to all inquiries by telephone/email, providing an exceptional customer service experience • maintain a high volume of follow ups on a daily basis, oversee pending issues, while ensuring production targets are met and exceeded • independently manage and make decisions on complex cases
EDUCATION
Life Office Management Association (LOMA)
Fundamentals of Life and Health Insurance, Completed Level 1
Project Management Institute
Project Management Applied Tools & Techniques
Ulysses Learning
Service Mentor Customer Service Training, 93% - Certificate of Achievement
Conestoga College
Auto CAD Level I certificate, Space planning and design
ABOUT MONICA CLINE
I am an experienced Client Relations Consultant with a demonstrated history of working in the financial services industry. I have extensive knowledge of individual insurance, health and investment products along with excellent customer service skills. I know how to resolve issues with an appropriate sense of urgency and know how to communicate complex information with empathy and kindness. I\'ve acted as a liaison to leaders across the organization assisting them when dealing with escalated situations. I\'m an impartial and proficient influencer of maintaining the balance between the client and shareholder needs. I know how to handle a heavy case load while still achieving a 96% quality score. Core competencies are: • Relationship Management • Exceptional Customer Service • Problem Solving & Decision Making • Facilitation • Project Management • Lean Management • Team player Specialties: Self motivated and enthusiastic, passionate about customer service and establishing credibility, strong communication and verbal skills, great attention to detail and focused on results, strong problem solver and proficient in decision making, ability to multi-task and work in a fast-paced environment, well organized.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.