Genievea Walcott-Daniel
Morvant
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
25
25
years of professional experience
Work History
Processing Clerk / Cashier/ Customer Service Representative
British American Insurance Company Limited
06.2015 - Current
- Provide Information for CBTT regarding Ex-Salesmen and Agents
- Accepting Premium, Mortgage, Loan, Lost Policy and Duplicate Policy Payments
- Facilitating the annual adherence of (KYC) Know Your Customer forms, (KYC PEP) Politically Exposed Persons forms, (KYC FACTA) Tax Information Exchange Agreement forms and (SOFD) Source Of Funds Declaration case by case are completed in accordance with company policy, laws and regulations
- Balance all transactions and prepare bank deposits daily
- Prepare collection reports and forward to our accounts department daily
- Serving customers - handling customer calls and queries on a daily basis, facilitating loans, assignments, release of assignments, death claims, surrenders, maturities, reinstatements and all other policy changes requested
- Perform any other duties as may be assigned related to the job function.
Corporate Marketing Administrator
British American Insurance Company Limited
09.1999 - 06.2015
- System entry and maintenance of all B.A.I.C.O salesmen, agents and brokers for Trinidad and Tobago and the eastern Caribbean Island agencies
- Licensing and maintenance of all B.A.I.C.O Trinidad and Tobago salesmen and agents
- Liaising with the Supervisor of Insurance followed by CBTT in regards to all active and terminated salesmen and agents license and renewal
- New Business Submitted Production Reports for the Eastern Caribbean Islands; tallying all business sold per week for the year, per territory
- Transfers of active orphan policies or per client's written request
- Assisting salesmen and agents with marketing queries or concerns and follow through
- Compilation of commission/payroll reports, bonuses and incentives for all Trinidad agents and salesmen.
Data Entry Clerk
British American Insurance Company Limited
05.1999 - 08.1999
- Entering required policy data into the system provided later to be used in a system conversion.
Education
British American Insurance
Woodbrook Government Secondary School
06.1995
Morvant Anglican Primary School
06.1990
Skills
- Filing systems
- Workload Management
- Database recordkeeping
- Dispute Resolution
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Excellent Communication
- Critical Thinking
- Effective Communication
- Excellent administrative abilities
Proficiencies - Computerknowledge
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Microsoft Access
- Microsoft Office
Personal Information
Date of Birth: 01/15/78
References
- Mr. Ian Chinapoo
Group CEO , Guardian Group
799-9968
- Keino Cox
Assistant Vice President , Emerging Services and Innovation - TSTT
688-3553
- Kester Popplewell
Executive Director Advisory - Deals - PricewaterhouseCoopers Advisory Services Limited
389-7554
Hobbies and Interests
- Reading novels.
- Patronizing anything local, food, fashion, dance and theatre.
- Personal education on the care of children with different abilities.
- Proud member of the Parent Support Group of Support Autism TT.
Timeline
Processing Clerk / Cashier/ Customer Service Representative
British American Insurance Company Limited
06.2015 - Current
Corporate Marketing Administrator
British American Insurance Company Limited
09.1999 - 06.2015
Data Entry Clerk
British American Insurance Company Limited
05.1999 - 08.1999
British American Insurance
Woodbrook Government Secondary School
Morvant Anglican Primary School
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