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Customer Service Assistant

Hampton Township, Pennsylvania, United States
October 31, 2016

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**** ******* ******

Cheswick, PA 15024





QUALIFICATIONS: Background includes extensive practical experience and education which have provided detailed working knowledge of these key areas: All Administrative and Managerial Duties, Supply Management, Compliance Regulations, Record Keeping, New Business and Underwriting PROFESSIONAL


6 PPG Place, Suite 660, Pittsburgh, PA 15222

Administrative Assistant to senior partner with varying degrees of assistance to junior partner.

Current Responsibilities:

Solely responsible for the underwriting and new business for both partners.

Maintain all client files and related materials including correspondence, home office records, client summaries, proposals, etc.

Act as a liaison between the partners, their clients and the home office. FINANCIAL DESIGNS, INC.

Financial Designs is an office of the Massachusetts Life Insurance Company 6 PPG Place, Suite 600, Pittsburgh, PA 15222

Field Underwriter/Assistant to Compliance Officer/Supply Manager Current Responsibilities:

Solely responsible for the underwriting and new business for Mass Mutual’s top producer group

Assistant to the Agency Compliance Officer/Continuing Education Coordinator. Maintain and update all compliance and continuing education records. Responsible for keeping records accurate and prepared for company audits and state inspections

Manage the ordering and maintenance of all office supplies including sales material, business forms and training material

Assistant to the Agency Investment Director; Responsible for keeping all prospectuses current and organized as well as assisting with daily compliance issues Past Responsibilities:

Originally hired by Connecticut Mutual (purchased by Mass Mutual) as a New Business Manager and Field Underwriter

Processed new business applications for a variety of products, followed through with the underwriting process and worked with paying commissions in a timely manner to Registered Representatives

CONNECTICUT GENERAL LIFE INSURANCE COMPANY (now Lincoln Financial Group) 370 Southpointe Blvd., Suite 200, Canonsburg, PA 15317 Policy Holder Service Coordinator

Handled customer service, loans, dividends, claims, plan changes, etc. EDUCATION: ROBERT MORRIS COLLEGE

Earned degree in Business Administration

PERSONAL: Volunteer for various political campaigns, member of the Steering committee – Springdale High School Alumni Association, Inc.

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