Customer Service Manager
Resume:
Nyisha D. Alexander
Charlotte, NC 28217
********@*****.***
OBJECTIVE
To obtain an administrative position where my professional and leadership
skills are valued while I am challenged to grow and develop
EXPERIENCE
05/2013 - the present
Connextions, Charlotte, NC
Licensing Administrator
. Assist 20-30 College of Insurance students from application to
licensure weekly
. Schedule NC and SC state Accident and Health, Medicare Supplement
Exams
. Maintain petty cash
. Ensure 20-75 agents have completed On-Boarding process in Product
Training weekly
. Notarize forms for Charlotte and Concord sites
. Maintain department databases and spreadsheets
. Maintain agent personnel files and provide HR administrative support
. Assist with training and mentoring my assistant
08/2004 - 09/2012
Wells Fargo, Charlotte, NC
Licensing Coordinator with Risk/Compliance
. Ensure all individuals (in TX, UT, Albuquerque, NM, and Phoenix, AZ;
over 300 agents) that sell, solicit, or negotiate on behalf of WFIS
are properly licensed in various states and remain in compliance
. Responsible for appointing the licensed individuals with insurance
carriers and affiliate the licensee with various state department of
insurance
. Utilize, populate, update, and maintain licensing database
. Complete all state licensing applications, renewal forms, appointment
forms, affiliation forms, and check requests
. Review monthly expiration reports to ensure all license renewals are
completed at least 60 days in advance
. Monitor state licensing rules, regulations, and fees via state
websites
. Work with various departments within WFIS to include Accounts Payable,
Contracts, Legal, and Agency Sales
. Complete expense reports & use Sharepoint site
Annuity Service Internal Wholesaler (09-10)
. Provide regulatory compliance support to FAs, FSs, SAs, APRs, and RBO
field representatives with annuity services
. Assist advisors with interpreting and translating regulatory changes,
especially NY regulation 60 and 1035 Exchange processing
. Provide cross function communication
. Partner with other operations departments to assure compliance with
state and federal regulations
. Provide a full range of operational and administrative support
services to agents, brokers, and other internal departments
. Net-op into desktop of agents to troubleshoot when agents experience
technical difficulties
Relationship Manager/Licensing Specialist (07-09)
. Assist insurance agents while maintaining database
. Research and resolve licensing and compliance issues
. Provide superior customer service via telephone and email contact
. Manage Implementation and Relocation projects
. Assist with training teammates
WSD Associate Broker (06-07)
. Assist investment clients and Financial Advisors
. Provide guidance with account information and website navigation
. Guide clients through troubleshooting
Personal Service Representative (04-06)
. Assist online customers with navigation of Wachovia's website
. Help customers download and troubleshoot MS Money, Quicken, and
Quickbooks
. Assist customers with limited customer service issues
. Provide support as team secretary
08/2000 - 04/2004
Sprint PCS, Charlotte, NC
Specialist III (Retention) and Administrative Assistant
. Support three managers and their nineteen team leads
. Schedule meetings and make travel arrangements
. Data entry and clerical duties
. Assist with handling personnel records and matters
. Activate phones and finalize accounts while handling incoming calls
. Bargain and negotiate to resolve issues
. Selected as a Training Mentor
08/1998 - 08/2000
Sleep Inn, Charlotte, NC
Guest Service Representative
. Greet and assist guests at check-in/out
. Manage cash drawer
. Assist guests with reservations
. Clerical duties and data entry
. Answer multi-line telephone
08/1997 - 08/1998
UNC-Charlotte English Department
Office Assistant II
. Greet and assist students, faculty, and staff
. Maintain confidential files of English Majors
. Answer multi-line telephone
. Data entry and clerical duties
SKILLS
MS Word MS Access Quicken SharePoint Epic FINRA Web CRD Kronos
MS Excel MS PowerPoint QuickBooks Beta RegEd Concur ALMS Jira
Lawson
EDUCATION
Strayer University Business Administration Major, Human Resources
Management Concentration President's List December 2014
selected for Emerging Leaders at UNC-Charlotte
Completed training in: ADA Compliance; Anti-Harassment & Anti
Discrimination Manager; Discipline and Termination, and Family Medical
Leave Act training
LICENSE
NC Life, Accident and Health, Medicare Supplement/LTC Insurance Producer
License; Notary Public
LEADERSHIP/MANAGEMENT
Serve as Precinct Chief Judge with Mecklenburg County Board of Elections -
Responsible for selecting a diverse staff; ensure everyone understands
their role and has the tools to complete their tasks; ensure that morale is
high and voters have a pleasant voting experience
Contact this candidate