Customer Service Life Insurance

Summary

Financial professional capable of effectively functioning with minimum supervision. Excellent interpersonal skills, detail oriented, experienced in meeting deadlines in fast-paced high stress environment. Successful team player with great attention to detail.

Work Experience

02/2012 -12/2014 Park Avenue Securities, Guardian Life Insurance Company New York, NY

Cash Control Specialist

•Processed all incoming mail for Guardian’s Broker Dealer and Registered Investment Adviser, Park Avenue Securities.

•Maintained records of all original checks and certificates received on the Broker Dealer Check and Certificate blotter.

•Responsible for the process of safekeeping of all checks and certificates that are held over and unable to be deposited into client accounts.

•Maintained and reconcile holdover reports for checks and certificates.

•Had intimate understanding of Broker Dealer documents and groups which allows me to properly direct work through Park Avenue Securities organization.

•Researched hard to find items to verify whether the document was received, and if so, where it was routed to.

•Received and sort all packages (priority items, Airborne, FedEx, UPS) non-Priority and Interoffice from Guardian agencies.

•Logged all items into the document tracking system and mail logs.

•Filed statements, related records, and maintained copies of all mail log sheets and workflow logs.

•Logged and deliver commission checks and statements to internal groups within organization.

•Responsible for scanning Broker Dealer and Registered Investment Advisory account documents into Kofax Imaging and workflow system.

09/2005 - 08/2010 Dell Services Federal Government New York, NY

File Clerk- Records Department/ Dept. of Homeland Security Contractor

•Reviewed and analyzed case files to determine appropriate action, and accessed database systems to retrieve and input information.

•Used skill and ability to exercise tact, discretion and appropriate judgment when providing information and customer service on a timely basis to thousands of individuals annually.

•Examined incoming file material and coded them numerically, alphabetically and by subject matter.

•Performed extensive record management duties and daily office duties including but not limited to filing, recording, maintaining records, copying, and posting files.

•Assigned to pay particular attention to timeliness and accuracy of the work performed and collaborated to screen problem documents for corrective action and maintained various logs.

•Used computerized filing and retrieval systems such as Central Index System (CIS) and National File Tracking System (NFTS) to retrieve file information.

•Assisted other departments with long and short term special projects.

•Supervised work team when necessary and reviewed work of others.

•Provided orientation, coordinated and trained new staff on various tasks.

Education

02/08-05/09 ASA Institute- The College for Excellence New York, NY Associates Degree in Business Administration and Accounting

Skills

Excellent computer skills in MS office, Word, Excel, Outlook, type 60 wpm, Notary Public and fluent in English and Spanish.

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