Customer Service Associate

LaWonaka King

*********@*****.*** 214-***-**** Dallas, TX

SUMMARY

Dynamic professional with 20 years of experience seeking a role as a Life and Annuity Development Specialist. Proven expertise in annuity new business processing and performance analysis, supported by a decade-long tenure at New York Life/NYLIFE Securities. Skilled in data analysis, customer service, and strategic service promotion to drive revenue growth and operational efficiency.

WORK EXPERIENCE

Cornerstone Chem-Dry (hybrid) Garland, TX

Customer Service Associate III Jan 2021 - Present

• Embody professionalism and courtesy while serving as the primary point of contact for customer inquiries and service promotion.

• Promote and sell a comprehensive range of services to meet customer needs, contributing to revenue growth through strategic service recommendations.

• Support technicians and management by effectively communicating and coordinating service requirements and updates.

• Manage multiple tasks efficiently, ensuring accurate database updates and ongoing customer engagement. Self-employed Irving, TX

Entrepreneur/Owner Oct 2004 - Present

• Prepare and report quarterly and annual tax returns, including 1099s and W2s, to the IRS.

• Consult on maintaining healthy credit scores and resolving tax issues, specializing in dispute resolution.

• Design, implement, and analyze documentation with credit bureaus, overseeing the dispute process and ensuring accurate document coding.

New York Life/NYLIFE Securities, LLC Dallas, TX

Service Associate Executive III Jun 2006 - Aug 2016

• Prepared, analyzed, and reviewed periodic performance reports within the annuity new business department.

• Input and processed all annuity new business insurance forms per agent request, ensuring accuracy and efficiency.

• Reviewed data for errors and maintained updated contact with agents and departments, utilizing month-end, quarterly, and year-end statistics.

• Provided technical support to regional and local agents via phone and email, ensuring payment applications through QuickBooks, Excel, and online spreadsheets. EDUCATION

Macarthur High School

High school diploma

Irving, TX

SKILLS

Accounts Payable • Microsoft Office • English • Proofreading • PeopleSoft • Customer Service • Tax Experience

• Research & Development • Project Scheduling • QuickBooks • Time Management • Microsoft Excel • Typing • Bookkeeping • Account Management • Data Entry • Microsoft Word • Accounting • Credit Analysis • Data Analysis Skills • Analysis Skills

Contact this candidate