Professional Life: 2021: My day-to-day work life did not have a dramatic change like it did back in 2020. I am still under the same larger department, but the product line is more streamlined. Instead of handling individual’s money, I am working with business owners to offer their employees life insurance. In my previous role, there were at least five different types of accounts that I had to be familiar with to handle a standard phone call. Now that I am down to one product, I am able to dig deeper into the subject. I have a lot of tenure around me now. My current Team Lead has over 10 years’ experience…
-
-
Professional Life: 2020: Adjusting to a new job can be difficult and I wanted to be sure I knew my way around the procedures before taking on extra projects. After some reflection, I decided to take an opportunity to being a Team Lead in the Bank. This is a procedural expert that not only help the other representatives with their calls, but also speaks with customers during escalated or complex calls. I was put through a two-week accelerated training to learn about the various Tax Qualified and Business products. I couldn’t wait to get started! I was about a month…