Customer Service Sales
Resume:
Doreen M. Schmidt
Lyndhurst, NJ 07071
************@*****.***
SUMMARY
Client service professional with extensive operational experience in
financial services. Adept at developing and maintaining
relationships, collaborating across business units and partnering to
create more efficient processes.
PROFESSIONAL EXPERIENCE
AXA Equitable, Secaucus, NJ 2000 to
Present
Product Support Analyst for Retirement Services (2006 to Present)
Partner with Branch Managers to increase revenue on
contributions to retirement plans
Review Third Party Administrative (TPA) invoices for
discrepancies
Maintain accurate records of TPA invoices
Summarize all Plan Documents/Adoption agreements
Assist AXA TPA manager, support field management on TPA
process, & coordinate and track all RFP's
Coordinate with TPA's administrative staff as needed in
performing functions with the TPA
Licensing Representative (2004 to 2006)
Reviewed documentation authorizing change of service agent on
existing contracts and when appropriate, processed request in
accordance with established guidelines
Rectified discrepancies and corrected system errors relating to
address, licenses, commission options and NASD effective dates
Customer Service Consultant (2000 to 2004)
. Responded to client and sales associate inquiries regarding
processing, product features, procedures, and taxation of variable
annuity products
. Responded to IPG/PPG Agents' (high producing agents) inquires and
requests
. Investigated discrepancies in transaction processing and tax reporting
using in-house systems and programs
. Corresponded with third party companies regarding account transfers
and exchanges
. Researched and resolve problems in a timely manner
. Expedited the process of disbursements, transfers, loan requests, and
tax reporting for both clients and sales associates
. Facilitated training curriculum for new employees
M & T Logistics, Inc., Rutherford, NJ
1995 to 2000
Dispatcher/Office Clerk
. Responsibilities included dispatching drivers, invoice data entry and
verification, office correspondence, tracking of sales
representatives' commissions and answering phones
. Worked in the Freight Department pricing airway bills, dimensions,
scheduling of airlines, and coordinating pick-ups and deliveries of
shipments
. Prepared correspondence, reports, and memos
. Ordered and purchased office supplies and equipment
SKILLS
. Proficient in Microsoft Office 2010 including Word, Excel, PowerPoint,
and Outlook
EDUCATION
Bergen Community College, Paramus, NJ
Associates in Science
Course of study included computer programming, Microsoft Windows and
Office, Web publishing/HTML, Internet Commerce, Networking Technology.
CERTIFICATIONS
Notary Public
AWARDS & RECOGNITIONS
Member of AXA Newsletter 2012
Dalbar Service Award 2001-2003
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