Customer Service Representative
Resume:
Sherrie Crosby-Bullard
***** ******* ***** *****, ************, FL 32258
Employment
Citi – Retail Mortgage – Jacksonville, Florida 2012 – June 2014
Processing of HARSS Refinances
o Liaison between client, loan officer, and underwriting department for full approval
of loan.
o Completed welcome call with client to verify loan information and to advise of
documents needed for loan approval.
o Obtained verification of employment.
o Scheduled closings.
Alluvion Staffing Inc. – Jacksonville, Florida Feb 2012- June 2012
Assigned to Citizens Claims LDCU
o Open and close claims.
o Prepare claim files for Citizens Attorney’s/Litigation Team.
Axiom Staffing Group – Jacksonville, Florida 2011 to 2012
Assigned to QBE First as a Client Support Associate
o Act as the liaison between client and internal departments regarding lender placed loan
processing and requirements.
o Pull and save daily and weekly work reports. Provide supervisors with the daily and
weekly work volumes needed to be completed.
o Research referrals from other departments regarding voluntary and lender placed
coverage. Contact agents and insurance companies for proof of coverage. Issue and
cancel lender placed policies. Assist Team Lead with emails from our client.
Citizens Property Insurance – Jacksonville, Florida 2004 to 2011
Customer Correspondence 2006 to 2011
o Handled executive, legislative, and Department of Financial Services Complaints,
written correspondences from attorneys and Citizens policyholders, and emails received
through Citizens web-site.
o Assisted in review of letters prior to being released, and quality review of the team.
o Underwriting resource for the team and processed underwriting transactions for the team.
o Attended Policyholder Forum’s on behalf of Citizens Property Insurance.
Underwriter 2004 to 2006
o Review and process applications, endorsements, renewals, rewrites, and cancellations
following company guidelines.
o Thorough understanding of Citizens manuals, rates, rules and procedures.
Prudential Financial Agency – Jacksonville, Florida 2004
Agent Assistant (Part –Time)
o Responsible for scheduling appointments with existing clients for annual reviews,
maintaining client records, cold calling of potential customers and scheduling
appointments, organization of weekly sales, production and commission reports.
Prudential Financial/Prudential Insurance Company – Jacksonville, Florida 1973 -2002
Project Management Associate – Data Quality Beneficiary Research Project (2002)
o Located beneficiaries of unclaimed life benefits totaling millions of dollars.
Project Management Associate – Demutualization Resolution Team (2000 – 2002)
o Responded to written and verbal inquiries from policyholders, plan administrators, and
attorneys concerning Prudential Financials demutualization process.
o Assisted in the new business sweep, reviewing new policies that would be eligible for
demutualization.
Customer Recovery Advisor (1997 – 2000)
o Liaison between policyholders and Prudential to resolve conflicts. Handled written
complaints addressed to Prudential’s CEO, Board of Directors and Vice President.
Client Concern Specialist (1992-1997)
o Liaison between policyholders and Prudential Property and Casualty Insurance to resolve
conflicts. Handled complaints addressed to the Department of Financial Services,
Prudential’s CEO, Board of Directors, and Vice President.
Regional Claims Coordinator and Manual Rater (1983-1992)
o As Regional Claims Coordinator, responsible for providing claim offices with support for
contested claims.
o As a Manual Rater, extensive background in rating and analysis. Responsible for rating
homeowner, automobile and personal catastrophe policies.
Education
High School Graduate
FCCJ – Presidents List (Working on AS Degree)
Professional Development
Registered Customer Service Representative (4-40 License)
Securities License – NASD Series 6 (License now expired)
Loma Part 1
Areas of Expertise
Strong analytical and written communication skills
Excellent telephone skills
Microsoft Word, ePAS, AS400, CHATS, Imageright, CTS, Symphony Access, Outlook, VO,
IMS & PowerPoint, Citrix, FPS (Used for verification of employment)
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