Seeking a position which will utilize my 20+ years of customer service experience to benefit your organization.
Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Possesses strong communication and interpersonal skills with demonstrated ability to manage competing priorities and meet deadlines. Creative problem solver with strong analytical and critical thinking skills.
Overview
22
22
years of professional experience
Work History
Communications Team
Genpact, Resolution Life/Voya Life Account
03.2022 - Current
Retained as a Subject Matter Expert(SME) for product information and processing
Assist in researching complex issues
Identify system issues and notify the Business Analyst for further research
Communicate processing status to policy owners and agents via email or phone calls
Work with Compliance and Management team to review escalated customer concerns and determine appropriate response
Research returned mail. Locate updated customer addresses using Accurint or by making calls to the policy owner
Work with processing teams to ensure cases are completed within SLA
Answered client queries and complaints to provide strong customer service.
Using customer feedback, work with management to determine how to improve processes.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Underwriting 1st review for underwritten changes on inforce policies. Review forms to ensure all questions are answered. Call policy owners or agents for missing information
Communicate processing status to policy owners and agents via email or phone calls
Order exams, medical records, motor vehicle reports, prescription checks
Process policy change requests (Face decreases/increases, date of birth changes, death benefit option changes, rate changes, cost of living increases, reinstatements)
Review error reports and make corrections to policies
Write correspondence to answer complex policy questions
Review payments to ensure they do not violate IRC guidelines for TEFRA/DEFRA or TAMRA
Gathered and organized materials to support operations.
Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
Coached employees through day-to-day work and complex problems.
Sr. Policy Plan Coordinator
ING Life Insurance Company
06.2012 - 08.2012
Underwriting 1st review for underwritten changes on inforce policies. Review forms to ensure all questions are answered. Call policy owners or agents for missing information
Communicate processing status to policy owners and agents via email or phone calls
Order exams, medical records, motor vehicle reports, prescription checks
Write correspondence to answer complex policy questions
Case Manager
Financial Markets, Inc.
01.2011 - 09.2011
Answer phones and assist agents with pending life and annuity business
Process incoming life insurance and annuity applications
Fax, scan, print, and copy documents
Order medical records and insurance exams.
Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
Enhanced communication between clients and agents through consistent follow-ups and progress updates.
Customer Service Analyst/Team Lead
ING Life Insurance Co
03.2006 - 10.2009
Answer phones and assist customers or agents with questions in regards to insurance policies and annuities
Mail out forms or correspondence and utilize office equipment to print, copy, and fax documents
Answered constant flow of customer calls with minimal wait times.
Assist with training and mentoring of new hires and with research regarding complex issues
Subject Matter Expert for multiple administrative systems. Utilizing 10+ systems on a daily basis.
Managed escalated customer complaints to successful resolution, ensuring satisfaction and continued loyalty.
Provided primary customer support to internal and external customers.
Contributed positively to the company''s reputation by consistently delivering excellent service experiences across all touchpoints.
Increased first-call resolution rates by creating an extensive knowledge base for quick reference during interactions with customers.
Cashier/Customer Service Shift Supervisor
Barlow's Miracle Mart
05.2002 - 05.2006
Organized employee breaks and lunches, supervised and evaluated employee performance
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Delegated tasks, provided assistance, and answered questions when employees were unclear of responsibilities.
Weighed and stamped mail in addition to selling lottery tickets.
Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
Greeted customers entering store and responded promptly to customer needs.
Assisted customers with finding items and handled complaints
Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Restocked and organized merchandise in front lanes.
Assisted customers with returns, refunds and resolving transaction issues.
Mentored new employees on cashier duties and best practices, improving overall staff performance.
Ensured compliance with company policies and procedures while processing transactions efficiently.
Proactively addressed long lines by opening additional registers when necessary, enhancing customer experience.
Education
No Degree - Accounting And Computer Science
Minot State University
Minot, ND
No Degree - Physical Therapy
University of North Dakota
Grand Forks, ND
No Degree - Medical Terminology
Allied Business Schools, Inc.
Online
01.2011
No Degree - Medical Transcription
Allied Business Schools, Inc.
Online
01.2011
High School Diploma -
Des Lacs Burlington High School
Des Lacs, ND
05.2003
Skills
Proficient in Microsoft Suite applications
Decision-Making
Attention to Detail
Work Ethic and Integrity
Reliability and punctuality
Professionalism and Courtesy
Time management skills, Organizational abilities
Written and verbal communication
Teamwork and Collaboration
Customer Communication and Empathy
Active Listening
Problem Resolution
Qualifications
66+ wpm, MS Access, MS Excel, MS Outlook, 10-Key, MS Word, Ability to Multi-Task, Detail-Oriented, Strong Problem Solving Skills, Time Management, Customer Service Skills, Self-Starter, Team player
Business Information Analyst at Resolution Life (formerly Voya Financial/formerly ING)Business Information Analyst at Resolution Life (formerly Voya Financial/formerly ING)
Technical Project Manager/Implementation Manager at Resolution Life AustraliaTechnical Project Manager/Implementation Manager at Resolution Life Australia