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Sales Data Entry

Location:
Minneapolis, MN, 55428
Posted:
September 07, 2010

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Resume:

Payong Vue Yang

**** ******** *** *.

Brooklyn Park M N 55428

E-mail: ********@*****.***

515-***-****

JOB OBJECT IVE : To find a position where I can utilize my excellent people and office

related skills.

SUM MARY: I am very dependable and well-liked by other people. I have good oral/writ ten

communication skills. I am proficient in computers, i.e. word processing, spreadsheets, and

databases. I am a detailed-oriented person and stays on tasks. I am also a quick learner

and f lexible to new programs or ideas.

P ROFESSIONAL EXPER IENCE:

I NG, Des Moines, Iowa 2000-2008

I maging Specialist- ANB mailroom 2005-2008

• Research original applications and necessary paperwork from storage boxes to be

send out with clients’ insurance policies to clients and agents.

• Prepare and print out clients’ insurance policies to be mailed.

• Handling other clerical duties such as filing, faxing and scanning paperwork to

agents.

• Work with the storage department for any requests such as verification of original

signatures on applications.

• Review Annuity New Business queues on a daily basis in order to keep up with the

daily workload.

• Cross-t rain with other mailroom team members for seasonal volume.

• Provide procedures t raining to new and temporary employees upon managers’

requests or as needed .

• Work with other team members to make sure that all paperwork are sent out on a

t imely manner by either Fed Ex or UPS.

• Work with other team members from the New Business Fixed or Variable Team and

sometimes Sales Team through internal telephone calls, e-mails or face to face

i nteractions.

• Take emergency calls from New Business Fixed or Variable Team’s managers

regarding any express shipping by their requests or per agent’s urgency.

N ew Business Representative 2000-2005

• Review and process individual annuity applications with and without cash, assist

w ith 1035 application entry.

• Process complex qualified t ransfers and 1035 exchanges in accordance with

department procedures and established tax regulations.

• Review incoming 1035 and qualified exchange requests, check data entry against

paper documents for accuracy and issue the contract.

• Contact agent/broker for any missing information and respond to writ ten and

telephone inqui ries from policy owners and agents.

• Request outstanding requirements, obtain missing information, and mail paperwork

to other carriers.

EDS, Des Moines, Iowa 1998-2000

C ustomer Service Representative

• Use a computerized system for t racking, information gathering, and/or

t roubleshooting.

• Answer inqui ries, resolve problems, promote and sell services, products and

or/confi rm sales.

• Respond to customer inqui ries by refer ring to published materials, secondary

sources, or senior staff.

E DUCAT ION:

Diploma, College-preparation, 1993

Tallmadge H igh School, Tallmadge OH

Certificate of Completion, Office Skills, 1994

Twin Cities Occupational and Industrial Center, Minneapolis MN

REFERENCES: Available upon request



Contact this candidate