Customer Service Insurance

Precious Bradley

P.O Box *****

Jersey City, N.J 07305

551-***-**** **********@*****.***

SUMMARY

Diligent and driven individual with a financial operations background who has achieved success in a variety of roles with increasing levels of responsibility. Experienced background in banking operations, with an eager attitude to learn more along the way; driven team player.

WORK EXPERIENCE

E*Trade Financial, Jersey City, NJ 2010 - 2015

Deposit Operations Specialist

Performed in a fast paced high volume environment by depositing up to 800 checks into bank and brokerage accounts on a daily basis.

Vetted various stock certificates, bonds, and warrants before depositing them into customer’s brokerage accounts.

Conducted administrative roles and responsibility making sure all funds were balanced at the end of each processing day.

Cross trained on various roles and functions throughout the deposit operations department. Some of these roles included communication with third party vendors to ensure functions were efficient.

Morgan Stanley, Jersey City, NJ 2006 - 2010

Insurance Licensing Representative

Corresponded inbound phone calls from financial advisors to provide support and answer questions on all aspects of health insurance licensing, continuing education, and various state requirements.

Computed and maintained a weekly expiration report of insurance licensing, informing financial advisors of expiration dates. Demonstrated supportive customer service skills.

Installed images from adobe attachments onto a sophisticated database for department capacity planning. Executed various insurance company appointments through Microsoft Excel.

Northpointe Personnel, Hoboken, NJ 2006

Address Management Service for Morgan Stanley (Temp)

Supervised, reviewed, and maintained client’s addresses on a shared spreadsheet

Made sure that over 500 branch addresses were up to date on department database

Maintained all undeliverable mail.

Education

Wilberforce University Wilberforce, OH

BA Degree, Communication Studies

Technical Skills

Microsoft Word, Microsoft Excel, Microsoft Power Point, Adobe Professional

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