Customer Service Part Time

Barbara A. Leatherbury

*** * **** ****** ****: 302-***-****

Wilmington, DE 19802 Email: *******@***.***

Professional Summary

Multi-faceted, detail-oriented Financial Services Professional with over 30 years of diverse, progressive experience in financial advisement/services including managing accounts, sales, trust administration, investment products and insurance. Superb academic preparation coupled with excellent organizational, presentation and communication skills and inherent business acumen have led to a reputation as a team player offering extensive knowledge in life insurance, disability and investment products while blending the needs of clients with meeting the company’s goals and expectations. Extensive insurance and real estate background.

Technology Proficiency: MS Office Suite, SEI (Wealth- Gateway), Trust 3000 systems

Proven Expertise:

Account Management

Wealth Advisement

Time Management

Trust Administration

Communications

Presentations

Supervision

Mentoring/Coaching

Record Keeping

Professional Experience

Colonial Life Insurance 6/2019-Present

Independent Sales Agent:

Responsible for Marketing voluntary health benefits to businesses for the benefit of their employees.

Products offered are accident, disability, dental, life, critical illness, cancer and hospital indemity.

Meet Employees to enroll them in specified products

Assist Office Manager with managing the customer service for the employees regarding anything relating to the products they have established

State Farm, Chris Joyner Insurance Agency, Wilmington, De 9/2016-1/2017

Office Staff Representative

Barbara is currently working part time as a licensed staff person;

assisting with customer service of clients regarding any questions, or changes on current policies, auto, home, life, renters, or Business over the phone, or in the office.

Quote coverages

Write New Business

Make phone calls to retain Business

Wilmington Trust, Wilmington, DE 1/2004-9/2015

Client Service Officer/Trust Officer, Wealth Advisory (5/2010 – 9/2015)

Managed 200+ Investment/Custody and Trust Accounts for High Net Worth Trust Clients with an approximate market value of 1M. Communicated with clients on transaction requests received; transfer funds, process wire, and initiated a check. Handled all correspondence received on client's accounts; responded to all phone calls on client's account in a timely fashion. Ensured all changes to clients’ accounts were processed.

Participated in client meetings with the FA/PCA and investment advisor to make sure client's goals are being met in the current account and product.

Prepared Discretionary Memo Payments requested by the client, as defined in the trust agreement.

When necessary, recommended and processed small Trust terminations for clients.

Compliance Officer/Wealth Advisory(4/2007 – 5/2010)

Managed the Irrevocable Life Insurance Trust/Crummey Unit. Ensured the database has accurate information on trust clients. Responsible for timely payments of insurance premiums.

Handled and processed necessary paperwork relating to the insurance policies. Approved the opening of Irrevocable Life Insurance/Crummey trust accounts. Mailed Crummey notifications out to Trust beneficiaries. Communicated with insurance carriers on policy information review

Financial Sales Consultant (1/2004 – 4/2007)

Conducted daily outbound calls in an effort to provide customers with various product promotions. Responsible for selling bank products. Opened bank deposit accounts, such as, 529 plans, checking, savings, money market, and individual retirement accounts.

Education

Cannon Trust School

Certificates; Trust I, II & III

Wilmington College, Wilmington, DE

Master’s Degree; Business Administration

Morgan State University, Baltimore, MD

BS - Sociology

Licenses

Life & Health

P&C

Real Estate licenses in DE/PA

Contact this candidate