Insurance Customer Service

Kostentinos Tefera Customer Sales/Service Specialist

ac0vcf@r.postjobfree.com 469-***-**** Dallas, TX 75254

Experienced professional with proven success in insurance, consumer products, hospitality, and financial services environments. Strong ability to meet and exceed established goals and expectations. Demonstrated skills in managing projects from concept to completion ensuring on-time, on-budget, and on-target delivery. Well-versed in investigating and resolving problems. Areas of Expertise include:

Strategic Planning/Forecasting

Life, Accident, Health Licenses

Issue Resolution

Project Management

Process Improvements

Mainframes, AS400

Client Services

Relationship Building

Microsoft Office Suite

Professional Experience

The Brokerage, Inc. Lewisville, TX Present

Independent insurance sales Representative

Signed up a new customer to life and health policies

Marketed to potential clients with the offers of special deals

Suggested an upgrade to the premium

Had a weekly meeting with a Supervisor to check on progress and up to date policies

NATIONAL LIFE GROUP Addison, TX 2016-2016

Customer Care Specialist

Handled loans, surrenders, fund transfers, and allocation revisions for multiple insurance products. Updated policy histories, coordinated illustrations and provided with customers and/or agents with appropriate details. Contacted potential customers and notified agents accordingly. Ascertained and monitored retention opportunities while conserving policies and working with conservation unit. Reviewed, solved, and reported client complaints compliance team. Managed detailed after-issue service requests with production units including insurance product/annuity services and claims. Helped clients and agents register on customer website portal.

Key Achievement:

Completed 70-80 inbound/outbound daily inquiries from customers, agents, and field office staff.

TRANSAMERICA LIFE INSURANCE Plano, TX 2012-2016

Customer Contact Specialist

Assisted customers with life insurance policy/certificate provision details. Addressed billing issues and processed loans. Oversaw first-call resolution, customer retention, cross selling, and initial claims assessments.

Key Achievements:

Responded to average of 70 daily inbound calls.

Received Best Customer Service Awards, 2015.

EXPERIAN CONSUMER DIRECT Allen, TX 2010-2012

Customer Care Inbound Call Center Specialist

Taught and enrolled new members through high volume call center. Counseled customers on establishing identity protection and credit monitoring.

Key Achievement:

Entrusted with highly sensitive consumer information.

EMBASSEY SUITES HOTEL Dallas, TX 2009-2010

Front Desk Agent

Greeted and helped guests with property information and reservations by phone, in-person, and by email. Processed cash and credit payment and recorded receipts. Wrote and reviewed handwritten information. Listened and responded to customer complaints. Maintained and filed records. Sent information or documents to customers by computer, mail, or facsimile.

Key Achievement:

Entered pay records, invoices, balance sheets, or other documents into computer system.

TAX COMPANY USA Dallas, TX 2006-2009

Accounts Receivable Associate

Reconciled daily bank transactions. Approved vendor statements. Guaranteed document compliance with accounting policies and procedures.

Key Achievement:

Recorded payments for various commercial accounts.

COUNTRYWIDE HOME LOANS Dallas, TX 2005-2006

Loan Administrator

Analyzed and processed loan applications. Contacted potential customers to obtain new business. Approved or rejected credit lines for commercial, real estate, and personal loans. Sent delinquent accounts to attorneys or outside agencies for collection. Contacted stockholders and other investors with information or to raise capital. Studied and tracked risks and investments to decide potential impacts on companies. Investigated securities transaction and price list reports to determine market conditions. Conducted insurance negotiations, chose insurance brokers and carriers, and placed insurance.

Key Achievement:

Developed and oversaw 10 staff in branches, offices, departments, brokerage firms, risk and insurance departments, and credit departments.

CENTRAL PARKING SYSTEMS Dallas, TX 2001-2005

Auditor/Bookkeeper

Administered all accounting functions designated facilities including cash and credit reconciliations.

Key Achievement:

Managed monthly parking clients for 1,400-car parking garage facility.

Education & Training

Attended Some collage credit hours to ward A Computer Science Degree

COLLIN COUNTY COMMUNITY COLLEGE Frisco/McKinney, TX

Certified Network Associate in Computer Networking Technology

COLLIN COUNTY COMMUNITY COLLEGE McKinney, TX

Customer Service Training, 2010-2016

Anti-Money Laundering Training, 2010-2016

Certificate of Insurance, General Lines, Life Accident, and Health, was issued February 7, 2017

Loan Officer License, State of Texas, 2003

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