Senior Customer Service & Administrative Specialist

JACQUELINE S. WOLF

(***) *** - **** ***************@*****.***

A skilled professional with over 15 years of experience of customer service as well as administrative operational support. Experience in the insurance, financial and transportation industries. Passionate about business operations and service excellence.

EXPERIENCE AND QUALIFICATIONS

COREBRIDFE FINANCIAL (formerly

known as AIG)

AMERICAN INSURANCE GROUP

Employment Period: 2015–2025

Job Title: Customer Service Representative for the Annuity Service Center (North Houston Office)

Reports to: Karen Greene – Manager

ely)

Address: North Houston (Remot

My main responsibility is to assist clients with their annuity product and policy requests, from providing updates on the status of withdrawal requests, claims, RMD (required minimum distribution), to the new business submissions, online enrollment, tax withholding elections and processing time. Utilizing programs such as VCat, Convey, Notesource, AWD, VSys, Salesforce, Citrix, SharePoint, Agilenet and more. I consistently deliver positive customer experience by troubleshooting and resolving any issues while achieving my division KPI’s.

Being with the Company for almost 10 years, I have achieved numerous awards and performance appreciation for:

• Top 10 Customer Service within the whole Company.

• Top 5 within the Group

DIGNIFIED TRANSITION

SOLUTIONS Employment Period: 2011–2014

Job Title: Marketing Associate, Short Sale and Deed in Lieu Associates Reports to: Greg Harris

Westlake Village, CA 91362

Address: 1 Baxter Way Ste 120

Dignified Transition Solutions is a loss mitigation company that is located in Westlake Village, CA, operating as a 3rd party vendor of Bank of America.

As a Marketing Associate, Short Sale and Deed in Lieu Associates, I assist client’s document administration and achieving sales goals for the company prior to the short sale process and sending survey reports to Bank of America. Some of my daily activities include calling prospects to promote the benefits of short-selling their property with the incentive from Bank of America and scheduling property reviews with the broker.

As a customer support, my objective was to ensure a positive customer experience by addressing customer inquiries and achieving sales goals for the company. I have achieved numerous awards and recognition as one of the Top Sales Associates by obtaining most clients with their Foreclosed property, assisting the client who faced financial hardship to sell their property by getting them the options if they decide to keep their property. Pacific Compensation Insurance

2005-2010

Company

Job Title Underwriting Assistant

Reports to: Karen Sterner - Underwriting Vice President 91362

Address: 30301 Agoura Hills,

CA

JACQUELINE S. WOLF

(805) 300 - 3080 ***************@*****.***

Harbor Freight Tools Employment Period: 2010–2012

Job Title: Import Documents Clerk

Reports to Pedro Godoy - Import Manager

Address: Camarillo, CA

Responsible for preparing Bills of Lading, Import Docs, Vessels Scheduling

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