Customer Service Resume Bellevue, WA - Hire IT People

SOFTWARE SKILLS:

Access, Microsoft® Excel, Works, Word, Power Point Lotus 1 - 2-3

PROFESSIONAL EXPERIENCE:

Confidential, Bellevue, WA

Customer Service

Responsibilities:

Responsible for underwriting new business submitted by agents including immediate fixed annuities and structured settlements.
Validate new business for legal and regulatory compliance.
Educate producers on state regulatory compliance and product features, making certain that state replacement and regulatory requirements were met and verifying that all legal requirements on legal agreements such as settlement agreements and qualified assignments were met. providing compliance support to agents and training and education of new agents in state compliance and regulatory requirements.
Was primary resource and point of contact for over 15 separate agencies nationwide including Confidential .
Educated investors on stock and bond investing including market risks and volatility.

Confidential, Redmond, WA

Customer Service

Responsibilities:

Educated investors on stock and bond investing including market risks and volatility.
Duties included quarterly reporting of capital gains and dividends and reconciling accounts to resolve discrepancies.
Notified mutual fund managers of trades exceeding $250,000.00 being placed by institutional clients.
Responsible for reviewing all large trades from individual investors exceeding $100,000 to ensure accuracy.
Responsible for handling 30 - 50 agent and customer calls per day
Successfully resolved customer complaints stemming from market volatility and decline.
Responded to 10-20 customer written requests for account changes and information on a daily basis.
Successfully completed rigorous employer certification program for educating employees of firms holding their retirement plans with Confidential .
Traveled throughout Washington, Alaska and Oregon teaching classes on retirement plans to newly-enrolled employees.
At the request of senior management, developed criteria and procedures for evaluating broker/dealer trading patterns, including a warning procedure for firms in non-compliance with the trading limits outlined in the prospectus; banning firms that refused to comply; and providing a daily report to management detailing the firms and trades involved in such activities.
Provided trading pattern analysis resulting in a 2% increase in mutual fund fees
Educated agents on Confidential ’s Confidential and commission payment procedures. Topics included: Front-end loads, back end loads and 12b-1 fees.
Responded to requests from agents and broker/dealers for information and material regarding mutual fund performance and individual client account information.
Responsible for handling 50+ customer calls per day.
Responded to 20-30 customer written requests for information and material on a daily basis.
Educated investors on stock and bond investing.
Accepted to and successfully completed course on IRS retirement account regulations. Rate of admission to the course was only 10%.

Confidential, Seattle, WA

Customer Service

Responsibilities:

Handled up to 40 customer calls per day, answering agent inquiries and providing information and education to policyholders on insurance concepts and IRS guidelines.
Responsible for policy surrenders and 1035 Exchanges, including calculations of net gains and policy cash values.
Processed policy change requests and provided written responses to policyholder complaints.
Interacted frequently with legal and actuarial departments in responding to customer complaints.
Performed bank reconciliations.
Updated corporate financial statements.
Undertook special projects for financial reporting unit.
Monitored and ensured correct disbursement of checks to customers.

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Customer Service Resume

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