Customer Service Life Insurance
Resume:
Kashara Bookman
Email: **********@********.***
Address: **** * ********** ** *** 1503
City: Round Rock
State: TX
Zip: 78664
Country: USA
Phone: 512-***-****
Skill Level: Experienced
Salary Range: $30,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Kashara Bookman
1101 N Georgetown St Apt 1503, Round Rock. TX 78664
**********@********.***
CLIENT SERVICES PROFESSIONAL
Profile
More than 6 years successful experience in customer service and support with recognized strengths in account maintenance, problem-solving and trouble-shooting, sales staff support, and planning/implementing proactive procedures and systems to avoid foreseeable problems.
Possess solid computer skills.
Excellent working knowledge using Microsoft Excel, Microsoft Word, Power Point and Access.
Ability to train, motivate, and supervise customer service employees.
Events coordinator; team leader, acknowledged as New York Life Planning Committee and the Your Choice Campaign an a volunteer
Developed plan, conducted audits and variance analyses, processed payroll and payroll tax reports and filings, and maintained/updated accurate inventories.
Synopsis of Achievements
Administrator of New York Life Long Term Care client mailings.
Proactive planning led to notable increase in morale in all departments.
Staff training and development; Created and implemented employee satisfaction training and surveys, drastically reducing entry error ratio using resource/inventory forecasting.
General and operations management that lead to outside projects with superior recognition.
New York Life Insurance, Austin, TX
2006 - 2012
Senior Compensation Assistant/Accounting Assistant
Worked with 10,000 sales agents covering all 50 states, responsible for all agents and affiliated brokers compensation.
Communicated with clients, agents, partners, VIP sales force, and management on over 150,000 polices
Supported new business reps in opening new accounts and upgrading existing service.
Quickly and effectively solved customer, agent, and executive management inquiries.
Maintained quality control/satisfaction records, constantly seeking new ways to improve customer service within the new business department.
Coordinated with New York Life Long Term Care Insurance departments and various New York Life divisions as an administrator of over 20 client mailings in efforts to ensure New York Life Insurance compliance with state and federal insurance regulations.
New York Life Insurance, Austin, TX(Continued):
Senior Commissions Assistant/Accounting Assistant
Processed benefit changes, terminations, reinstatements, financial institution changes, tax statements, account reconciliations, payment modal changes, and various client requests.
Created and managed tracking reports for all new business and in force policies of agent compensation paid, pending and outstanding.
Received over 8 leadership/operational excellence awards.
United States Army, US, Europe, Middle East and Asia
1994- 2005
Training Supervisor
Supervised, trained, and advised over 147 personnel
Maintained financial, personnel, and training records.
Coordinated training sites and equipment for the company.
Facilitated Company Equal Opportunity programs
As a Master Fitness Instructor, scheduled, provided training and implemented schedules for company Overweight Program.
Personnel Administrative Supervisor
Supervised, counseled, mentored, and trained an office that contained 3 personnel.
Submitted and monitored timely and accurate financial request and reports.
Tracked, processed, maintained personnel evaluations and awards for a company of over 300 personnel.
Logistics Supervisor/Trainee
Directed several logistical operations to support more than 12 Army Divisions as well as United Nations Divisions.
Proved outstanding management expertise through leadership involving over 20 personnel and control of equipment, supplies, and budgets valued at millions of dollars.
Instructed more than 300 senior supervisors in weekly training covering tactical aspects of logistics management as executing and providing research, development, after actions reviews, and continuous advisement on logistics and general management operations.
Received Supervisor of the Year Award.
Education
Western Oklahoma Southern College, Altus, Ok
1992- 1993
Accounting & Finance
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