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Customer Service Assistant

Sioux Falls, SD
January 12, 2020

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Pam Empert

**** **** **** **., *** * Sioux Falls, SD 57110 954-***-****

Highlights of Qualifications

Over 25 years Customer Service, Administrative and Loan Processing experience

Well organized, ability to meet deadlines on time (if not early)

Dependable, hardworking, detailed oriented and results driven employee

Experience with various Microsoft Applications

Excellent tracking and follow-up skills

Job History

Associate Business Systems Administrator, Mutual of Omaha 4/11/18 - Present

Process and audit all paper applications for insurance or annuity products

Following up on pending applications

Customer Service to potential and current policy holders

Create Applied for Weekly Report for Managing Director and agents

Submit expenses to be credited back to the Managing Director and Sales Director

Handle any pay issues with agent’s pay

Trained and supervise part time staff

Created Monthly Production report with figures from Honor Club report and NFYC Report

Ordered office, maintained updated applications, brochures and fliers for each product for 5 states

Posted adds on our Facebook page and created the first Dakotas District Newsletter.

Assigned agents to all the daily leads, as well as Customer Actions Service Requests and other

miscellaneous reports generated by the Sales Force program

Created spreadsheet of all office duties and the directions.

Arranged the Yearly Honor Club Banquet

Receptionist, Kelly Services at Great Plains Brokerage 9/17-2/18

Answered Sanford Health Plan and Great Plans Brokerage phone lines

Audited applications for individual, Medicare Supplement coverages and

applications for the Special Enrollment Period (those requiring proof of loss

of coverage)

Created and mailed Acceptance Letters for each application and emailed it

to the agent

Sent Book of Business and Quote Reports weekly to each of the 300+ agents

via email

Monthly sent Incentive Bonus report to each agent

Used One Chart to locate member coverage information, HUB to create group

quotes and provide agent information as needed

Scanned personnel files

Admin Assistant, Kelly Services at Risk Administration Services 2/17 - 3/17

Worked queues - imaging documents to correct Workman’s Comp Claim.

Scanning documents

Clerical, Kelly Services at Sanford Health Human Resources 12/7/16 - 1/27/17

Verified employment and references for over 200 applicants

Tracked each applicant on excel spreadsheet

Receptionist/Admin Assistant, Kelly Services at Lutheran Social Service 8/16 - 11/16

Receptionist/Administrative Assistant

Kept conference rooms, lobby and kitchen clean

Answered phone calls for the statewide 800 phone number

Distributed mail

Admin Assistant, Kelly Services at Frito Lay 5/16 – 6/16

Worked various projects with excel

Organized storage room and supply room

File Clerk, Office Team at Wells Fargo 2/16 – 3/16

Prepared crop insurance claims for scanning and storage

Warranty Assistant, Wheel City Auto 3/1/15 – 11/4/15

Generated Purchase Orders for 4 different dealerships

Customer service

Wrote loans for car repairs

Underwriting car loans

Service Specialist, Spherion at Wells Fargo 11/26/15 – 3/19/15

Open checking and savings accounts for current customers

Ordered debit cards

Assigned overdraft protection services

Collector, Surety and Gentry Finance 3/3/13 – 2/1/14

Wrote contracts for installment loans.

Ran credit reports and made decisions on providing loans

Took payments. Made collection calls daily

Customer Service on accounts.

Submitted paperwork for legal suits to Courthouse & garnishments

Loan Servicing Specialist, Kelly Services @ Wells Fargo 8/13/12 – 12/11/12

Technical skills to include: Microsoft and Excel, learned and used 21 different

computer systems to perform a variety of data entry

Accessed mortgage account to see if they met criteria for a credit for the bank

Admin Assistant, NTEK at Army Dakota Recruiting District 6/10 – 4/12

Completed various monthly reports, updating various spreadsheets and Power

Point documents

Maintained supplies for all 10 recruiting stations in SD & ND, submitting orders

on the DOD purchase website

Assisted Educational Service Assistant in updating the database

Loan Processor, Nationwide Financial Solutions 4/09 – 11/09

Increased customer service skills as well as processing skills, gathering

information for clients to qualify for loan modification of current mortgage

Created and rewrote hardship letters to be submitted with financial package

to lenders

Constant customer contact regarding status of the loan


1.Mike Erger, Mutual of Omaha (retired), 605-***-****

2.Val Houfek, Mutual of Omaha (retired), 605-***-****

3.Erin Oliver, Mutual of Omaha, 386-***-****

4.Lisa Frazer, Great Plains Brokerage, 605-***-****

5.Sue Thompson, Great Plains Brokerage, 605-***-****

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