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Customer Service Services Specialist

Location:
Wethersfield, CT
Posted:
October 25, 2022

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Resume:

Maria C Almeida

* ****** ******, ********* ** ***11

860-***-****

Email: ads6hv@r.postjobfree.com

Objective: To obtain a rewarding position that will provide personal and professional growth.

Skills: Organized and disciplined team player with the ability to excel in independent positions requiring minial supervision and the ability to handle multiple tasks. Extensive knowledge and expertise in Vantage, LifeComm, EDS, OPM, Windows XP, TCC SAP, Focus, Word, Access, Excel, Powerpoint and Salesforce, Teams and Slack

Experience: MassMutual Financial Group, Springfield Mass May 1997 to August 2022

Payment Services Specialist-Annuity Customer Service

Seasoned analyst with 14 years experience working with Annuity products and systems.

Divisional resource for Vantage and LifeComm payment training, processing and problem resolution.

Represent department and serve as product(annuity) and system Vantage and LifeComm)expert on projects relative to payment processing

(e.g.regulation changes, new product rollouts/enhancements, etc)

Project work organize, monitor, process, track and report on annuity products and system projects.

Processing of Life, Annuity and Di insurance payments.

Representative for Billing and Collections unit in various Annuity project 1

initiatives.

Track and distribute all incoming work items.

Process premium payments for variable and fixed Annuity products, ensuring same day processing for all premiums received.

Responsible for the daily clearing of cash suspense items.

Reconcile out of balance invoices.

Research and resolve problem cases involving financial transactions.

Work directly with sales agent to ensure proper handling of client's money

Contact person for TCC Sap approvals and processing questions.

Create and distribute several reports for upper management including backdated transactions, gain/loss data, individual productivity, etc.

Develop/implement ideas to reduce backdating and ensure uniform departmental procedures.

Subject matter expert for Cash Equivalents

Recipient of several awards for outstanding quality, productivity and customer service skills.

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