Data Entry Customer Service Customer Support

Ursula Watlington

336-***-**** ***********@*****.*** Greensboro, NC

PROFESSIONAL SUMMARY

Detail-oriented and results-driven professional with 20+ years of experience in data entry, financial operations, customer service, and insurance support. Skilled in AS/400 and AWD systems, Microsoft Office Suite, and complex data management tools. Recognized for streamlining processes, ensuring compliance, and supporting cross-functional teams through accurate data analysis and strong leadership. Eager to contribute analytical and technical expertise to a dynamic organization.

CORE COMPETENCIES

Data Management: High-volume data entry, data accuracy, and analysis across complex platforms

Financial Operations: Bookkeeping, A/R & A/P, policy payments, and transaction processing

Technical Skills: AS/400, AWD, Microsoft Office (Word, Excel, PowerPoint), Windows OS

Customer Support: Insurance processing, regulatory compliance, and issue resolution

Project Leadership: Training, team coordination, process improvement, and auditing

Insurance Knowledge: Life, casualty, vehicle underwriting, and collateral processing

INTERPERSONAL SILLKS

Customer Service

Complaint Handling

Quality Auditing

Process Improvement

Troubleshooting & Problem Solving

PROFESSIONAL EXPERIENCE

Lincoln Financial Group – Greensboro, NC

Customer Support Operations

Oct 2012 – Jan 2025

Processed life insurance policy requests using AWD systems while ensuring regulatory compliance.

Matched policy requirements with existing data to uphold account integrity.

Handled policy payments, rush requests, and reconciliations with efficiency.

Worked closely with NBA representatives to streamline data entry workflows.

Supported underwriting teams with accurate new business account setup and data entry.

Maintained accounts payable/receivable and supported audits and financial processes.

General Casualty Insurance – Greensboro, NC

Payment Entry Clerk

Oct 1995 – Dec 2006

Posted policyholder payments and processed insurance transactions with high accuracy.

Maintained financial records and assisted in new account setup and data input.

Participated in policy pre-underwriting procedures to ensure seamless processing.

Bank of America – Greensboro, NC

Research Analyst

Nov 1991 – Oct 1995

Analyzed collateral and supported suspension/disposition efforts to mitigate risk.

Managed force-placed vehicle insurance documentation and worked with internal teams.

Led team initiatives to optimize workflows and improve operational efficiency.

EDUCATION

LOMA Level II – October 2015

Brookstone College, Greensboro, NC – June 1989

Page High School, Greensboro, NC – June 1982

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