Data Entry Service Representative
Resume:
Christine Ojeda
**********@*****.***
Objective
My goal is to obtain a position that will facilitate personal growth in a field that will help me utilize my current skillset in an environment that values teamwork and customer satisfaction. Skills
Customer Service, Multi-phone etiquette, 10-key by touch, Microsoft Word, Clerical duties, Microsoft Excel, Data Entry, Self-Motivated, Problem solver, LOMA Insurance Certified 1 & 11 Work Experience
National Western Life Insurance Co., Austin, TX
Client Service Representative, 2010-2019
• Review and process withdrawal from annuities, IRA, and non-qualified requests from individual policy holders and various transfer companies
• Assisted with overflow of calls transferred from the Customer Service Department
• Calculated and evaluated each request according to the company’s guidelines and Federal and State regulations.
• Responsible for researching issues pertaining to non-qualified cost basis calculations
• Responded to questions pertaining to non-qualified cost basis calculations FIC Insurance Group, Austin TX
Senior Policy Holder Service Clerk, 1999-2008
• Managed and processed up to 460 customer benefit checks each month
• Maintained up to 20-100 inbound calls and processed 20-100 requests regarding life insurance and financial policies
• Administer with policy changes, withdrawal requests, dividend, loan, and calculate minimum distributions while providing accurate information
• Performed clerical duties and typed reports into organizational database programs
• Served as liaison between Mutual Fund department and actuary.
• Aided beneficiaries in the claim process by initiating the required documents to the Claims dept. Ruben’s Wine and Spirits, Austin TX
Event Sales Coordinator, 1996-1999
• Direct customer sales and service of accounts
• Maintained multi-phone system
• Daily Communication using various platforms with staff, vendors, and clients
• Receipt and processing of incoming direct orders
• Informed clients of market changes and trends
• Maintained customer profiles in database
Christine Ojeda
1307 Pigeon Forge Rd.
**********@*****.***
Intertec Aviation, Phoenix, AZ
Customer Service/Data entry, 1985-1988
• Maintained a multi-line phone system averaging 40-80 calls per day
• Responsible for basic inventory data base program
• Helped categorize and compile information on clients and projects References Upon Request
Contact this candidate