Customer Service Representative

Stacy Masterson

Education **** - **** DMACC Ankeny, IA

**** - **** ********* ********** ******, IA

Work Experience

February 2008 – Present Sammons Financial West Des Moines, IA

Client Service Technician

• Process multiple post issue transactions for fixed and equity indexed annuities.

• Communicate with policyholders, agents and internal departments regarding transactions and requirements, via

telephone, email and written correspondence.

• Perform multiple job functions while maintaining processing standards

October 2006 – August 2007 American Equity West Des Moines, IA

Suitability Administrator

• Review fixed and equity indexed annuity applications to determine if it will be a suitable investment for the

company.

• Analyzing client’s financial background, such as net worth and liquid assets.

• Analyzing annuity replacements to comply with industry guidelines.

• Once suitability is determined, approve or deny the business based on the review process findings.

• Process annuity free look requests and issue policies.

• Handle inbound phone calls from agents to review new business status.

August 2005 – October 2006 MetLife Investors West Des Moines, IA

Senior Annuity Services Representative

• Answered inbound calls regarding variable new business issues.

• Reviewed and processed new business applications for annuity products.

• Corresponded with other carriers for outstanding requirements to issue cases, relaying this information to

agents/brokers to ensure all information is provided in a timely manner.

June 2004 - August 2005 ING Financial Services Des Moines, IA

NASD Defined Contributions Registered Representative

• Answered inbound calls from ING clients, including agents, employers and employees.

• Provided retirement account and other financial information, performed fund transfers and assisted with loan and

withdrawal requests.

• Types of accounts worked with were 401(k), TSA/403(b) and 457.

August 2003 – Dec. 2003 Allied Insurance Des Moines, IA

PL Customer Service Representative

• Answered inbound calls from Allied insurance customers regarding their policies. Advised them on coverage and

limits available, thus changing policies. Performed rate quotes and contacted customers back with

requested information. Also dealt with prospective Allied customers.

June 2002 – Jan. 2003 Yellow Transportation Urbandale, IA

Customer Service Representative

• Answered inbound calls from business and residential customers regarding freight services. Performed

rate quotes, handled all billing disputes, tracked shipments and answered questions about long haul trucking

and other concerns regarding shipments.

Certifications Previously Attained NASD Series 6 License

Iowa Insurance Producer’s License

Have completed two AAPA courses

References Available Upon Request

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