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Customer Service Office

United States
$20.00 an hour
May 30, 2018

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Peggy Martellaro

**** ********** ***

Clay, NY **041



*/****-*/**** ****** Savings Bank Auburn, NY

Bank Teller

Handled all cash deposits, withdrawals, transactions

Set up bank accounts for customers

Reconciled bank statements

8/30/1981–4/2/2018 Mutual of Omaha Insurance Co. Syracuse, NY 13212

4/1/2012 - 4/2/2018 Agency Business Coordinator

Perform office support functions such as answering phone calls, taking messages, welcoming and assisting walk-in clients, applicants, visitors, referring them to appropriate persons; maintain multiple filing systems, scheduling appointments; typing letters, memos, weekly newsletter, coordinating travel plans; sorting and distributing mail; and maintaining office machine.

Entering application information using SmartSource scanner system, monitoring pending reports for new business issue, monitoring post issue requirements, generate client and lead information using Contact Management System.

Handle various accounting activities such as manager expense transaction, balancing accounts, processing travel and expense reports for staff and managers, monitor account charges.

Provided agency support staff training, development, and oversight regarding various office activities including: new business processing, agent pay, Contact Management System, Agency Accounting, customer service support, and Mutual of Omaha Investor Services compliance.

Assist with miscellaneous administrative functions such as analyzing reports, summarizing data, agent contracting administration and termination processing and special mailings, monitor new sales agents for exam to get licensed.

Ensure large volumes of materials, product information and general supplies needed by the agents and employees are inventoried and maintained in adequate supply requiring timely ordering and regular updating of outdated materials.

Responsible for dealing with local vendors (landlord, telephone office machines, etc.)To ensure equipment and services are provided and billed correctly.

Act as Liaison between sales agents, agency management and the Division office support staff and our Home Office to resolve procedural problems and concerns.

8/1/1995 – 4/1/2012 Administrative Manager

In 1995 I was promoted within the company to Administrative Manager which freed up the managers time from managing the clerical staff. I was now completely responsible for the hiring of the clerical staff, training, cross training and assigning all jobs required for office flow. I had 9 girls that I was responsible for in the agency.

The position required a thorough knowledge of current company products and home office underwriting, customer service and claims procedures, thorough knowledge of Division office policies and procedures

strong computer operations skills to include detailed knowledge of all Agency systems and office software products (such as Microsoft Office Suite), strong accounting skills,

thorough knowledge of agent contracting and compensation processes, thorough knowledge of state insurance regulations and state license requirements, Strong supervisory, human relations, communications and leadership skills; telephone and customer service skills, organization, attention to detail, analytical, problem solving and administrative support skills;

Ability to work independently and ability to travel 10% of the work period to division sales offices and home office. 4/1/2012 Due to management changes, the agency clerical staff was downsized and responsibilities changed as well as my title.

8/31/1981 – 8/1/1995 – Agency Business Administrator

Perform office support for various Division Office processes such as new business processing of life and health applications from Sales Representatives

agent pay entries, assist with agent career development and training, agent recruiting and selection, premium processing and accounting, expense processing and business prospecting,

Claims support for customers.


1972-1976 - Auburn High School Graduate, Auburn, NY

1977- 1979 - Auburn Community College Auburn, NY

Business Administrative, Certificate Degree


Microsoft Word, Outlook, Excel, Copying, Faxing, emailing, PowerPoint, Scanning, Smart Source Scanners, Postage meters,, directory phones, Have A NYS Monitor License for Health and Life Insurance

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