Customer Service Manager

Edward Stachowiak

Simsbury, CT H: 860-***-****

************@*****.*** C: 860-***-****

summary

Detail oriented professional working with agents/brokers and owners of

contracts to provide excellent customer service in a teamwork environment.

Strong team contributor with highly valued organizational, communication,

time management, problem solving and decision making skills. Other

strengths include ability to multi-task and work independently or within a

team. Core competencies include:

Effective Communicator Customer Focused Resourceful

Detail Oriented Strong Analytical Team Player

Skills

Self-Motivated Strong Interpersonal Deadline Sensitive

Skills

key accomplishments

. Streamlined Telephone Transfer Unit from six to four members, increasing

efficiency and decreasing variances.

. Documented trade procedures for same day corrections, reducing variances.

. Revised work flow procedures to change work types for quicker turnaround

times, increasing customer satisfaction and decreasing customer

complaints.

. Developed relationships with call center managers to monitor their

telephone transfer procedures so outdated forms were not held as a

desktop icon, making it easier to research and avoid variances.

professional experience

MetLife Life & Annuity Company, Hartford, CT

Transactions Department 2005 - 2014

Senior Account Manager/Trading Specialist

Processed trades from Brokers and Clients, enrolled clients onto dollar

cost averaging, systematic withdrawal, required minimum distribution and

rebalancing programs on the legacy host system. Resolved and reconciled

problems in accounts. Trained associates on the Dollar Cost Averaging

(DCA), Systematic Withdrawal Program (SWP) and Rebalancing Programs.

Travelers Life & Annuity Company, Hartford, CT

Salomon Smith Barney Service, Senior Account Manager 2003 - 2005

Provided professional service (800 number) to Salomon Smith Barney

Broker/Dealers, Financial Consultants regarding Travelers Life & Annuity

programs and products. Coordinated asset transfers from surrendering

carriers. Processed transactions relating to account adjustments,

systematic withdrawal, managed distribution, dollar cost averaging,

Pre/Post TEFRA tax, account withdrawals and loans.

Travelers Life & Annuity Company, Hartford, CT

Senior Account Manager 1998 - 2003

Managed daily activities of Telephone Transfers to effect funding transfers

(trades) for Universal Annuity customers. Processed annuity account

transactions (i.e. withdrawals, loans). Provided professional service via

an 800 number to Agents, Brokers and Customers regarding annuity plans and

products.

education

Bachelor of Science

Oregon State University, Corvallis, OR

Continuing Education May 2013: Laws Rules and Ethics, Life and Health,

Property and Casualty

professional licenses

NASD Series 7, Series 6, Series 63, Variable Life & Health Insurance,

Property & Casualty

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