Customer Service High School

Terri L Martin

** ******* ****, **** ********, CT 06108•860-***-****•***********@*********.***

Professional Summary

• Over 30 years professional experience in the Insurance Industry

• Research agent commission payments to determine system accuracy

• Possesses strong analytical skills

• Solving clients critical commission issues from various communications

• Ability to enter and process quality data

P rofessional Experience

2006 to Dec 13, 2013

MetLife Bloomfield, CT

Senior Sales Comp Payment Specialist

Process and update Commission/Agent information within MetLife proprietary

systems.

Responsible for providing customer service through limited phone contact and email

to agents, field office and internal customers on a daily basis.

Receives and responds to inquiries from the field and broker/dealers regarding

commission payments.

Reconciles discrepancies to locate missing payments and/or locates errors.

Researches, determines, calculates, and processes necessary adjustments.

July 8, 1978 – 2005

Travelers Insurance Company Hartford, CT

Senior Account/Case/Policy Manger

Administers the Agents’ Deferred Compensation Plan, Agents’ Retirement Plan and

GA Cap Plan.

Identify potential qualifiers for NLC (National Leaders Conference) along with

Industry Awards such as Million Dollar Round Table (MDRT), National Quality

Award (NQA), NSAA and LPRT.

Facilitate and communicate prompt and accurate account information for the Agent

Benefit Programs.

Produce and distribute participant’s annual reports.

Research and respond to questions and or requests from agents and internal

customers.

Debt Management

Analyze and accurately verify agents’ debt.

Administer shortage recovery efforts.

Billing, tracking and processing of loan and shortage payments.

Education

1973-1978

East Hartford High School East Hartford, CT

Skills Sets

Microsoft Word, Microsoft Excel as well as ISPARC. Basic knowledge of Microsoft

Access and Enterprise Crystal Report. ISPARC (Service Problem & Resolution

Communication) along with Lotus Notes. Multiple Compensation and Administrative Host

Systems. Efficient Analytical and Problem Solving Skills.

References

Karolina Kucharski 860-***-**** Leslee Young 860-***-****

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