Life Insurance Service Representative

Linda M. Stewart

** ****** *******, ****, **

508-***-**** **************@*****.***

FINANCIAL SUPPORT SPECIALIST/QUALITY CONTROL

A highly disciplined professional with supervisory and managerial experience. Excels at supporting high volume administrative and mail services, and maintaining quality control processes. Demonstrated ability to improve workflow quality and results by utilizing time management skills, as well as organizing and prioritizing tasks. Adept at working in a fast paced, deadline-driven production environment and continuously providing excellence in services.

STRENGTHS AND HIGHLIGHTS

Strong Organizational Skills

Administrative and Office Support

Detail oriented/Visual acuity

Servicing Clients

Analytical / Problem Solver

Multi-tasking

Solid Work Ethics

Flexible and Dependable

Staff Training

Operated Image Workflow Systems (OPEX and Kodak scanners)

Knowledge of archival processes and procedures

SCL and Pitney Bowes Knowledgeable

PROFESSIONAL EXPERIENCE

BOSTON FINANCIAL DATA SERVICES, Quincy, MA 1984 – 2017

Senior Document Control Specialist 2002 – 2017

Document Control Specialist 1991 – 2002

Correspondence Associate 1988 – 1991

Liaison between BFDS and Clients 1986 – 1988

Telephone Service Representative 1984 – 1988

SUMMARY OF SKILLS AND QUALIFICATIONS

Supervised and oversaw all functions of the Mail Extractions Department.

Received and processed incoming mail from various sources and postal services.

Processed outgoing mail on Pitney Bowes systems.

Managed a team of up to 25 employees ensuring productivity and delivering timely and quality results.

Coordinated workflow and provided training to all new and existing department employees.

Responsible for electronically storing and maintaining files such as: New Accounts, Redemptions, Power of Attorney, Proxies, Life Insurance policies and Deposits.

Effectively managed, processed and sorted incoming mail distribution.

Prepared data for entry into Computer Systems utilizing high speed mail sorting and extraction equipment.

Identified documents and scanned them to the appropriate work type such as; WORK, AWD, and

e-Stub.

Checked all processed files for completeness and accuracy in accordance with business rules and company standards.

Provided managers with accurate metric reports and processed nightly reports.

Securely handled high level of confidential information.

Sorted and processed a high volume, wide variety of mutual fund and life insurance transactions and cash.

Acted as the main contact between the client and Boston Financial, and assisted them with any questions and/or issues

Handled multiple incoming calls. Answered and directed telephone and email inquiries

EDUCATION

Blue Hills Technical Institute, Canton, MA – Medical Assisting

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