Customer Service Manager

OBJECTIVE

Dedicated and responsible administrator with two decades of success

providing support to senior managers. Work effectively in a fast-paced

environment and consistently prioritize tasks and meet deadlines.

Excellent interpersonal skills, initiative, attention to detail, and

follow-through skills. Look forward to the ideal position with an

energetic company where dedication, enthusiasm, and commitment to the

clients and to the organization will enhance overall success.

EXPERIENCE

August 1985 - December 2009

New England Financial, Montgomery, AL

Client Management

. Accountable for efficient and effective processing and tracking of

all policyholder services (PHS) requests and applications.

Completed all client services related activities in order to

positively impact the business objectives that had been set for the

firm. Processed Agency Office Cashiering (AOC) transactions for

premium payments received and prepared AOC deposit. Process

policyholder service functions including, but not limited to, death

claims, beneficiary and ownership changes, surrenders, reductions

in ratings, bank drafts, loan requests, dividend requests, and

address changes. Utilized Field Call Center for inforce service

requests and processed inforce illustration requests. Tracked

correction statements and pending suspense in AOC. Distributed

incoming mail, and reviewed incoming and outgoing correspondence

for FINRA rules. Processed and metered outgoing mail, and prepared

USPS and FedEx shipments as required. Reported postage and copier

usage to Operations Manager monthly. Provided general

administrative assistance as required by office management.

EDUCATION

Robert E. Lee High School, Montgomery, AL

May 1983

SKILLS & COMPETENCIES

. Life & Health Licensed

. Customer Service Focus

. Strong communication and interpersonal skills

. Microsoft Word and Excel

. Lotus Notes

. Various Insurance Illustration Systems

REFERENCES

Available upon request

Contact this candidate