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Customer Service Life Insurance

Location:
Trenton, NJ
Posted:
February 09, 2016

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Resume:

TIMOTHY B. MCNALLY

**-** *** ********* *****, East Windsor, NJ 08520 Phone: 609-***-**** actgs8@r.postjobfree.com

SUMMARY

Seasoned Customer Service Professional. Problem solver with expertise in design, analysis and preparation of financial statements. Dedicated team member and team leader, taking initiative to train co-workers and provide high level of customer satisfaction.

SKILLS

Experience with all levels of internal and external customer service, from trouble shooting through resolution.

Skilled at organizing complex projects, defining priorities and delegating tasks.

Demonstrated record of high performance standards, including attention to schedules, deadlines, budget and quality work.

Proficient at recognizing and fulfilling client needs.

Adept at oral and written communication and interacting effectively with individuals of all organizational levels.

Skilled at Microsoft Office Word, Excel, PowerPoint and Access; QuickBooks.

EXPERIENCE

US Census Bureau, East Windsor, NJ 2009-2010

Enumerator

Interviewed and assisted residents in filling out census forms. Had contract extended 3 times due to performance. Provided required documentation in a timely manner, exceeding deadlines.

Verus, Hopewell, NJ 2007-2008

Claims Adjuster

Analyzed field data to make determinations on litigation claims by asbestos exposure victims. Expanded skills to include reviewing other’s determinations for validity. Repeatedly told my work was “outstanding” by the Vice President.

Self Employed, East Windsor 2002-2007

Internet Business Owner

Negotiated with drop shippers, calculated profit margins, created marketing, processed orders and recorded sales as owner of an electronics device business.

Aetna – U.S. Healthcare, Cranbury NJ 2000-2002

Customer Service Professional

Often complimented by callers, answered policyholder’s questions regarding medical benefits and corresponded with physicians and hospitals regarding claims. Examined claim forms, per client request, to determine if payment should be made. Received several Quality Awards given to employees who had gone the extra mile for the policyholders.

Metropolitan Life Insurance Company, New York NY 1978-1998

Financial Analyst

Analysis and preparation of pension plan financial data to produce customer financial statements and IRS required Schedule A reports. Trained over 20 people in duties performed by the unit. Assumed supervisory role when the supervisor was on another assignment.

ACCOMPLISHMENTS

Pension Quality Award for work on customer’s Schedule A reports.

Idea Exchange award for redesigning the database used to produce financial reports for Savings and Investment plan customers.

Three time finalist for Pensions Corporate Accounts Quality Employee for the Quarter.

Designed tracking system to monitor financial transactions for Guaranteed Interest Contract customers.

EDUCATION

Iona College, New Rochelle, NY Bachelor of Business Degree 1977

Mercer County Community College

American Management Association Certificate in Management 2009



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