harold P.

Harold P. is an experienced professional with a background in customer service, tech support, and sales across the insurance and financial services industries. As a Customer Care Specialist and Financial Account Specialist, Harold handled critical responsibilities including relaying information to agents and brokers for insurance account creation, administering de-escalation procedures, processing payments, managing claims, refunds, fraud analysis, and facilitating bank transfers. He also managed lost or stolen card filings, fraud resets, travel notices, and account validations with external company executives. In his role as a Sales Associate, Harold focused on processing payments, resolving technical and billing issues, and maintaining customer record accuracy, while consistently achieving sales targets and a strong VOC. His key skills include critical thinking, adaptability, and pro-activeness, all applied within high-volume, customer-facing environments.