Insurance Advisor
Ditto Insurance (by Finshots) · Jul 2025 – Nov 2026
- Advised 2,300+ customers, averaging 15-20 conversations a day: understood requirements, explained product options and guided customers through documentation and applications.
- Maintained an average quality score of 4.5/5 against a team benchmark of 3.5, with zero escalations across high-volume interactions.
- Coordinated with Medical, Operations, Claims and Renewals teams to resolve customer cases, typically for 1-3 of every 10 customers, and kept customers updated until closure.
- Maintained accurate customer and case records in the company's in-house CRM, following internal documentation and compliance requirements.

