Customer Service Insurance

Sonja Slaughter

636-***-**** (cell)

E-Mail: ***************@*****.***

Summary of Qualifications

A Business Professional with expertise in Customer Service, Financial

Operations, Administrative and Insurance Services. Experienced; in

developing strong relationships with customers as well as clients. Working

directly with Marketing and IS to maintain relationships for products being

offered as the liaison between outside providers maintaining their products

updated to be offered to clients and updated on the systems. I also have a

history of data analysis, problem solving skills and strong communications

skills .

Technical Skills

Microsoft Excel, Word and PowerPoint, Hyperion, SuRPAS Database System,

Communications screen functions, Service Center

Professional Experience

Edward Jones 1998 - present

Sr. Advisory Solutions Operations Specialist II Tempe, AZ

2010 - 2013

. Answer phones from branches and service

. Processed transfers at the fund level

. Liaison between Advisory Solutions and Estates

. Knowledge of Mutual fund industry

Sr. Operations Technical Specialist II St Louis, MO

2006 - 2010

. Tracked, tested, trending and resolved chronic issues with Annuity Net

. Assisted with any industry projects related to system enhancements

within the financial industry

. Liaison between the Insurance business area and outside vendors while

developing new product launches

Operations Technical Specialist 2001-2006

. Assisted Service and Processing Teams with system problems.

. Liaison between the Insurance business area and outside vendors while

developing new product launches

. Tested and implemented enhancements and projects with the IS team

. Tracked, trend, and resolve chronic issues with Development, IT, and

Insurance vendors

Operations Security Coordinator 2001-2010

. Assign all associates to appropriate security roles that will allow

them system access for their particular job functions

. Meet Quarterly with the Security Department to update changes to

security system

. Train/update all Leaders on any changes made to the security

authorization system

. Updates spreadsheets accordingly as associates left the department or

changed roles

Insurance Service Wire Team St. Louis, MO 2000 - 2001

. Answered wires in a timely manner from Investments Representatives,

BOA's and preferred vendors.

Insurance Service Specialist St Louis, MO 1998 - 2000

. Answered incoming phone calls from Investment Representatives and

Branch Offices with Annuity/Life Insurance/Marketing Operations

questions.

. Worked with Insurance Companies

Venture Corporate Office 1997-1998

Merchandise Assistant Coordinator/Assistant Buyer

. Clerical support for three buyers

. Scheduled meetings, attended vendor meetings

. Set up orders on the system, proofing advertising for circular

. Analyzed item selling and planning markdowns

. Worked with Power Point and Microsoft Word

Assistant Advertising/Marketing Coordinator 1995-1997

. Assisted Marketing/Advertising Coordinators, Project Trafficking

Manager and Copywriter Manager with layouts, ad turn-in meetings,

sample control

. Worked with Quark Xpress 3.31 program and Microsoft Excel

Education

Illinois Central College, Peoria, IL

Graduated - 1992

Certificate in Clerical Office Training

Insurance Licensed State of Missouri

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