Customer Service Management
Resume:
Alison E Hales
*** **** ****** ****** ******** CT 06106 860-***-**** **************@*****.***
PROFILE
To secure a career-oriented position utilizing my interpersonal, Analytically and
communication skills with opportunity for growth.
• highly motivated
• Proficient in use of ICD-10 CM,
• CPT-4, HCPSC coding books
• Awareness of upcoming ICD-10 conversion
• Familiar with anatomy, physiology,
MedLook Software,
• Proficient in completing CMS-1500
• CMS-1450 forms,
• Compliant with HIPAA Confidentiality policies
• Experienced in medical records management
• follows procedures regulation and polices well
• adaptable organized attentive to deadlines
• Proficient in use of grammar, Spelling and Punctuation
• Experienced in problem solving
• Adept at using Word, Excel and the Internet
Education
Medical coding and billing Specialist course, US/Career Institute-Fort Collins Co, 2015 Certificate
Connecticut Institute of Hair Design,East Hartford, CT 06/90-10/92 Diploma Earned
Bloomfield High School, Bloomfield, CT 09/82 -06/85 Diploma Earned
Work Experiences
The Hartford
1Griffin Road North, Windsor CT 06095
Senior Service Specialist (Inforce Contract Services) years employed 03/02/2009 – 06/10/2013
Meet or exceed performance bench marks in the following area of accountability
Remote Worker
• Meet or exceed performance bench marks in the following area of underwriting Fixed and Variable liquidation request within SEC and IRS regulations on Annuity Products with accurate and sensitivity, Meet or exceed performance bench marks processing of 1035 Exchange, Direct Transfers and Rollovers via 1099 reporting and IRS notification, Meet or exceed performance bench marks processing auto wires and manual wires, processing Green sheets (Tefra) very detail oriented, Meet or exceed performance bench marks communicating with Brokers and different brokerage Firms, Meet or exceed performance bench marks adhering to all Department Quality Production and customer service guidelines, Meet or exceed performance bench marks send out correspondence to broker and clients for additional underwriting requirements, Utilize critical thinking and financial discipline to reduce gain/loss exposure, A mentoring and Educating and reinforcing information an a go to person for my coworkers, Must Answer Line subject matter expert for internal and external customers, Back-up for Investment Adjustment in the AM to cover Gain Loss to the company, Backup for EDJ forms message A back up on Agent changes Processed Agent changes on an as need basic, Following procedures regulations and polices well, strong financial and business acumen, strong organization and time management skills, analyze customer flow procedures regulations policies highly motivated and organized
Service Consultant (Inforce Contract Services)
Years 05/28/2008- 03/02/2009
Meet or exceed performance bench marks in the following area of accountability
• Assisting and acting on behalf of the manger in absents a go to person, Must Answer Line subject matter expert for internal and external customers, Working request from the Customer Service box request solving complex issue, Processing Reinstatements, Processing Fixed and Variable liquidation, Reviewing the NIGO over 50,000.00 sheet reviewing of surrender requests that are not in good order, Processing Tefra on a daily basic, AIP Set ups for custodial Fixed and variable contracts, Calculating and processing complicated Tamra cases, Processed financial adjustments, posting to premium surrender suspense accounts, setting up 72T&Q AIP on contracts, Processing all 72T&Q cases that have violated the program, Back-up for reviewing the UBS, Merrill Lynch, Delaware Charter Report, Back-up for Investment Adjustment in the AM to cover Gain Loss to the company, Backup for EDJ forms message
Service Specialist (Inforce Contract Services)
09/1997-05/2008
Meet or exceed performance bench marks in the following area of accountability
• Underwriting Fixed and Variable liquidation request within SEC and IRS regulations on Annuity Products,Processing of 1035 Exchange, Direct Transfers and Rollovers via 1099 reporting and IRS notification, Tax Team,Death Team, Licensing (Seasonal), Processing Tax request via Customer-Service Queue & client written request, Request regarding 1099-R Forms, Wrong tax ID/SSN, Incorrect Name, Incorrect address, Wrong taxable amount, wrong federal with holding, Incorrect distribution code, never received 1099-R, Tax Cost Basic, D2IL Report, 5498 Tax forms, Processed Ownership change, Beneficiary changes and, Death Kits printing, back up on Agent changes Processed Agent changes on an as need basic
Service Specialist I (DCS) 06/95-09/97
Sorting, Researching, Roaming and Indexing incoming New Business Checks & Documents
Distributor Services
Licensing Renewal Analyst 01/89-06/95
200 Hopmeadow Street, Simsbury CT 06089
Meet or exceed performance bench marks in the following area of accountability
• Researched and processed renewal licensing paperwork according to state rules and regulations, Processed and verified company appointment by comparing state-generated list to company ACES reports,Processed termination, updated system, pulled files and answered General questions, Processed licensing appointment and renewals of licenses for company employees.
The awards and recognition received by management and peers
• Customer Focus
• Team Work,
• Above and beyond
• Financial Discipline
Contact this candidate