La'Trice Jones

Paterson, NJ *****

973-***-****

Email: lwhb99@r.postjobfree.com

EDUCATION: American Insititute: Medical Assistant

College- Essex County College : Paralegal studies

Passic County Community College: Pre-Nursing

OBJECTIVE: To pursue a career that utilizes my administrative and clerical skills.

EXPERIENCE:

10/2005-8/2011

Volt Management ( Bank of New York Mellon Services) Jersey City NJ

TRANSFER AGENT- Answered inbound calls for various companies. Assisted shareholders with selling and purchasing shares, mailed statements, tax documents, and forms. Reset passwords/pin via the web, phone system,and web. Assisted various departments with call backs to shareholders.

6/2000-3/2005 Equitable/AXA Secaucus NJ

SENOR CUSTOMER SERVICE CONSULTANT- Handle inbound calls from policyholders, agents, and 3rd parties on the 800 line. Wrote up sell request for policyholders and agents. Processed Employer Plan reports, mailed schedule A and D's, year end statements, tax fiches, and quarterly reports. Assisted the sales department in calculating Required Minimum Distributions for policyholders as well as assisted policyholders and agent to access the company website for account information. Liaison to the North Carolina office.

6/1997-2/1998 Prudential South Plainfield NJ

CUSTUMER SERVICE LIAISON- TRANSACTION UNIT: Handled in coming calls from policyholders, agents, and 3rd parties. Handled service request for policyholders, agents, and field offices that were in the remediation process. Processed policy loans handled chairman complaints calls from policyholders and the Department of Insurance.

9/1994-4/1996 Chubb & Son Insurance Florham Park NJ

CUSTOMER SERVICE REP: Processed first reports, worked on special projects for the Auto Department. Help with file back for the law department, help prepare payments for PIP area. Did policy searches for the environmental area, and worked the main switchboard at the front desk.

TECHNICAL SKILLS: Microsoft 2003-2007 Word, Excel, Outlook, WordPerfect, Internet, Lotus, multiline phone system, switchboard

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