Rose A.
Mid-Level Customer Service Officer
Open to offersNew to PlatformPortfolios
About
Rose A. is an experienced Customer Service Representative with over five years of success in the insurance and banking industries. She has managed both inbound and outbound call operations, supporting clients at Humania Assurance and major banks such as United Bank for Africa and Access Bank PLC. Rose’s scope included assisting with insurance applications, educating customers about banking products, and ensuring compliance with anti-money laundering (AML) procedures. Her responsibilities encompassed handling client follow-ups, maintaining meticulous records in CRM systems, and collaborating with internal teams to resolve complex issues. Rose is proficient in CRM platforms such as Salesforce Essentials, Zoho CRM Plus, and Hubspots, applying these tools to support sales targets and optimize customer engagement across B2B and B2C environments.
Experience
Inbound/Outbound Officer
Humania Assurance (Canada) · 2024 — 2026Conducted outbound calls to engage with leads and manage renewals and pending applications, ensuring prompt customer interaction and conversion rates. Assisted clients in filling out insurance applications, verifying necessary documents, and navigating the onboarding process. Handled incoming calls and emails from policyholders and prospects, providing detailed information on insurance products, claims, and policy modifications. Maintained compliance with internal risk management and anti-money laundering (AML) procedures throughout the sales process. Collaborated with relationship managers on customer engagement activities, including follow-up calls and meetings. Participated in training to keep knowledge current on banking products and sales strategies, applying this information to enhance the customer experience.Sales Support Specialist
United Bank For Africa · 2022 — 2024Supported customer engagement by managing calls and meetings related to client relationships. Engaged in training sessions to enhance product knowledge, skills in digital banking services, and communication techniques.Customer Service Representative
Access Bank PLC · 2020 — 2022Maintained comprehensive records of customer interactions and transactions within the bank’s CRM and core banking systems. Provided education to customers regarding bank products, services, and digital banking platforms, along with security procedures to improve their banking experience. Coordinated with internal teams from operations, compliance, and risk management to address complex customer issues effectively. Followed up on outstanding customer requests, ensuring timely communication and resolution.
Skills & Expertise
Education
- B.Sc Political scienceUniversity Of Jos · — — 2009
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