• Proactive response to AXA Advisor inquiries for in-force policies regarding status and activity. • Ensuring optimal, prompt and accurate response and service is delivered to AXA Advisor at all times. • Providing AXA Advisor with case status on pending variable agent of record changes and broker/dealer transfers. • Process incoming requests for in-force policies and proactive communication and status updates to AXA Advisors on status. • Maintain ongoing positive working relationships with carrier representatives to facilitate problem resolution on in-force business. • Maintain current and working knowledge of multiple carrier in-force and conversion guidelines. • Able to handle most calls and transactions independently, works with supervisor for direction and/or guidance on more complex request. • Ability to follow instructions independently, create professional and comprehensive correspondence/memos to carriers and agents. • Support the necessity of changes in work environment and help guide morale in a positive direction among peers. • Gain positive working relationships with carrier representatives to facilitate problems resolution on in-force business.