Data Entry & Customer Support Specialist

Sandreta Wagner

************@*****.*** 727-***-**** CLEARWATER, FL 33759

OVERVIEW

I am striving to apply all skills that I have acquired throughout lifes experience, formal training, and customer service history to the job at hand. I am optimistic and supportive to team work and areas of opportunities. EDUCATION

Clearwater High School

1989 High School, High School

WORK EXPERIENCE

Association Service Specialist Truist Commercial Banking November 2025 - March 2026 • Saint Petersburg, FL

• Maintain accurate records of association transactions

• Handle inquiries and resolve issues for association clients

• Ensure compliance with all association banking regulations

• Collaborate with internal teams to address association client needs

• Support relationship managers in serving association clients

• Facilitate loan processing for association clients

• Provide exceptional customer service to association clients

• Assist with onboarding new association accounts

P/T Independent Insurance Agent - Remote Symmetry Financial Group September 2023 - March 2026 • Clearwater, FL

# Marketing Products for Various Insurance Carriers # Provided tailored insurance solutions to clients by conducting thorough needs assessments and # identifying optimal coverage plans. # Developed strong client relationships through effective communication and personalized # service, ensuring client satisfaction and retention. # Managed client accounts and provided ongoing support, demonstrating strong organizational # and administrative skills. Licensed Insurance Agent American National Insurance March 2018 - September 2023 • Saint Petersburg, FL

• Sell insurance policies to clients

• Provide excellent customer service

• Build relationships with clients

• Stay up to date on insurance products

• Meet sales goals

• Attend trainings and meetings

• Process policy changes

• Maintain confidentiality of client information

• Work with underwriters to assess risk

• Generate new leads

Healthcare Representative UHC United Healthcare

December 2015 - March 2018 • Oldsmar, FL

• Provided exceptional customer service to healthcare members

• Processed claims and assisted with billing inquiries

• Maintained accurate documentation of patient interactions

• Knowledgeable about healthcare policies and regulations

• Collaborated with healthcare providers to ensure quality care for patients

• Demonstrated strong communication skills in a fast-paced environment

• Utilized computer systems to update patient records and schedule appointments

• Completed training sessions on healthcare industry updates

• Adhered to privacy regulations to protect patient information

• Worked effectively in a team-oriented setting to achieve company goals Sr. Service Specialist II - Auto Finance JP Morgan Chase May 2012 - May 2015 • Tampa, FL

• Provide exceptional customer service to clients in the auto finance industry

• Analyze financial information to ensure accuracy and compliance with regulations

• Assist clients with loan applications and processing

• Collaborate with team members to streamline processes and improve efficiency

• Stay current on industry trends and regulations related to auto finance

• Utilize software systems to track and report on loan data

• Communicate effectively with clients, colleagues, and management

• Manage a portfolio of auto loans and ensure timely payments Sr. Specialist II JP Morgan Chase

February 2010 - May 2012 • Tampa, FL

Provided resolution of delinquent accounts. I ensured resolution to escalated calls from clients. Negotiated payment options providing excellent customer experience. I managed delinquent accounts according to business needs. I possess a positive energetic attitude daily. Customer Service Representative Superior Uniform Group April 2006 - April 2009 • Seminole, FL

• Responding to customer inquiries via phone and email

• Providing exceptional service and resolving customer issues

• Processing orders and tracking shipments

• Collaborating with other departments to ensure customer satisfaction

• Offering product recommendations and assistance with sizing

• Handling returns and exchanges in a timely manner

• Escalating complex issues to management for resolution Accounts Receivable/ Collections Associate American Freight May 2004 - May 2005 • Clearwater, FL

• Responsible for managing accounts receivable transactions

• Strong attention to detail and accuracy in collecting payments

• Experience with utilizing collection software and tools

• Ability to effectively communicate with customers regarding payment status

• Knowledge of basic accounting principles

• Experience in conducting account reconciliations

• Proven track record of meeting collection targets

• Ability to work independently and prioritize tasks effectively

• Knowledge of credit and collection regulations

• Strong organizational skills in managing multiple accounts Customer Service Clerk/ Receiving, Service Desk TJ Maxx June 1998 - April 2004 • Seminole, FL

• Assisting customers with inquiries and requests

• Handling returns and exchanges

• Operating cash register and processing payments

• Communicating with other departments to fulfill customer needs

• Maintaining cleanliness and organization of service desk area

• Working efficiently in a fast-paced retail environment

• Collaborating with team members to ensure customer satisfaction

• Resolving customer complaints in a timely and professional manner

• Providing information on store policies and procedures Bank Teller, Customer Service Representative City County Credit Union June 1999 - June 2001 • Clearwater, FL

• Provide excellent customer service to members

• Process financial transactions accurately

• Answer inquiries regarding accounts and services

• Promote credit union products and services

• Adhere to security and compliance procedures

• Ability to multitask in a fast-paced environment

• Strong attention to detail and accuracy

• Effective communication skills

• Ability to work well in a team environment

LICENSES & CERTIFICATES

Life & Health Insurance Broker May 2018 - October 2026 Florida Department of Financial Services (DFS)

2-15 Life & Health - AHIP (Medicare) and Annuity ID#W488565 (ACTIVE) VOLUNTEERING

Food Pantry October 2014 - Present • Clearwater, FL Safe House

YPD DIRECTOR October 2004 - October 2009 • Clearwater, FL YPD (young people division ministry)

NOTABLE SKILLS

Insurance Product Knowledge Needs Assessments Effective Communication Customer Service Client Relationships Accounts Receivable Troubleshooting Collections CRM systems Marketing

Contact this candidate