What would NOT be an appropriate example to impact reserves as an Account Manager (AM)?

Providing outdated customer callbacks is not an appropriate example of how an Account Manager can effectively impact reserves. In the context of effective account management, actions should ideally contribute to maintaining or enhancing customer relationships, ensuring timely communication, and promoting updated information exchange.

Callbacks that involve outdated information may lead to misunderstandings, diminished customer trust, and potential losses in reserves. By failing to provide accurate and timely feedback to customers, the AM undermines the foundational objective of fostering a supportive and informed relationship.

On the other hand, completing necessary forms, acquiring multiple phone numbers for better contact reach, and obtaining current insurance information are all proactive steps that contribute positively to maintaining and managing customer accounts, directly affecting reserves favorably. Each of these practices supports clear communication, accurate record-keeping, and a better understanding of customer needs, which are essential for effective account management.