Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anthony L. Braswell

Greensboro,NC

Summary

Organized and proactive candidate that thrives on meeting challenging goals and exceeding customer expectations. Highly motivated, independent worker with excellent problem-solving and analytical skills. Willingness to take on added responsibilities to meet team goals.


Overview

23
23
years of professional experience

Work History

Contract Change and Reinstatement Specialist

Lincoln Financial Group
05.2008 - 08.2023
  • LOMA designations (current and may obtain additional designations): LOMA 281 & FMLA Level 1
  • Process client requests for policy changes, including:
  • Reinstatements
  • Complex policy changes
  • System corrections
  • Accounting for transactions related to the different processes
  • Performed research for client escalations
  • Met customer needs through problem resolution
  • Documented changes on the appropriate systems
  • Participated in multiple projects for the team
  • Viatical Settlement reviewing and processing
  • Assisted other departments with work when needed
  • Enterprise Project Team
  • Provide customer service to clients, agents, and agent representatives through incoming calls for the Enterprise Project Team
  • Perform research to respond to customer inquiries
  • Meet customer needs through problem resolution
  • Process Illustrations for customer inquiries
  • Document customer interactions in the appropriate systems
  • Subject matter expert for escalated client service issues or concerns to our senior team
  • Excel at working independently on complex requests and projects
  • Written Communications Team
  • Researching and communicating vie mail, email and fax with owners, agents, and any authorized parties regarding: Jefferson Pilot/Lincoln Financial Group Fixed Life, LLT Products, and Caps/Aetna Policies
  • Customer Contact Professional/Call Center
  • Communicating internally and externally with owners, agents, and any authorized parties regarding: Jefferson Pilot/Lincoln Financial Group Fixed Life, LLT Products, 1035 Calls, Illustration Calls & Caps/Aetna Policies
  • Money Guard Policies
  • Answering questions, providing any additional assistance while reviewing policies with authorized parties
  • Processing and requesting changes, updates and any additional inquiries that may require research with a prompt follow up
  • Processing requests that may require email, mail, or fax to authorized parties.

Customer Service Sales Representative

Bank of America
03.2007 - 05.2008
  • Committed to assisting customers with questions regarding home equity line of credit accounts
  • Consulted customers with funds and balance transfer transactions
  • Processed and entered data for new home equity lines of credit, credit line increases, and fixed rate loan options
  • Received sales incentives for making a specified number of sales within a period

Customer Service Agent

NCO Tele-services
07.2006 - 02.2007
  • Located packages, scheduled parcel pickups, and provided additional information for UPS customers and UPS account holders
  • Contacted parcel centers and was a liaison for customers in the event of extreme circumstances to secure the delivery of packages

Customer Service/Sales Agent

Citi Corporation Credit Services
01.2005 - 07.2006
  • Provided assistance with Citi Card and Sears customers in regards to account status and inquiries
  • Presented additional services that improved customer accounts
  • Received sales incentives for making a specified amount of sales within a period of time

Customer Service Agent/Call floor Mentor

APAC Tele
09.2000 - 01.2005
  • Coordinated parcel pickups and provided additional information for UPS customers
  • Facilitated other customer service agents with UPS inquiries

Education

Mass Communications/Broadcast

Guilford Technical Community College
2003

Diploma - undefined

Lucy Ragsdale High School
1999

Skills

  • Research and archive work for internal and external customers
  • Inventory Control
  • Help Desk/Subject Matter Expert
  • Operating Systems
  • Troubleshooting
  • Microsoft Windows
  • Excellent communication and writing/typing skills
  • Financial Transactions
  • Client Correspondence
  • Daily Workflows
  • Public Presentations

Timeline

Contract Change and Reinstatement Specialist

Lincoln Financial Group
05.2008 - 08.2023

Customer Service Sales Representative

Bank of America
03.2007 - 05.2008

Customer Service Agent

NCO Tele-services
07.2006 - 02.2007

Customer Service/Sales Agent

Citi Corporation Credit Services
01.2005 - 07.2006

Customer Service Agent/Call floor Mentor

APAC Tele
09.2000 - 01.2005

Mass Communications/Broadcast

Guilford Technical Community College

Diploma - undefined

Lucy Ragsdale High School
Anthony L. Braswell