Brian Mason
Walton,KY
Summary
I am an experienced and passionate Insurance specialist/ Customer service representative. I have been working in the customer service field for over 25 years. I have worked in Banking, Insurance services, Retirement services and brokerage servicing.
I am a Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
13
13
years of professional experience
Work History
Consumer Banking and Business Operations Rep
U.S. Bank
04.2020 - 03.2024
- In this role I serviced US Bank lease accounts, home equity Line(s) of credit, and US bank personal loan/auto/Boat loan accounts.
- This was an inbound call center. Processed account maintenance tasks, including payments processing, account payoffs, and contract details inquiries over phone.
- Demonstrated strong problem solving skills when faced with challenging situations or complex inquiries from customers.
- Assisted customers with order placement, returns, exchanges, and refunds.
Customer Service Specialist
Ohio National Financial Services
09.2015 - 09.2019
- Processed policy changes submitted by the policy owner's as well as request(s) submitted by the general agents and RVP's
- Processed risk class changes, face amount decreases, reinstatement request(s) and quotes, rollovers, date of birth changes, Free-Look/not taken requests, and address changes
- Processed In-force policy illustration request(s)
- Made outbound calls as necessary to the Agents/RVP's and policy owner in order to resolve any issues.
Life Customer Service Representative
Ohio National Financial Services
09.2011 - 09.2015
- Handled inbound calls at a call center, providing information on various life insurance products including Term Life, Whole Life, Universal Life, and Disability Insurance.
- Managed updates for address, name, and beneficiary details.
- Developed positive relationships with customers through friendly interactions.
- Processed premium payments accurately and efficiently.
Education
Diploma of Education, General Studies -
Holmes High School
01.1992
Skills
- Customer Service
- Financial Services
- Mutual Funds
- Life Insurance
- Banking
- Asset Allocation
- Finance
- Lease Administration
- Home Equity Loans
- Car Loans
- Paperwork Processing
- Telephone reception
- Customer Support
- Client Relationship Building
Awards
Employee of the Month, U.S. Bank, 05/2023
Timeline
Consumer Banking and Business Operations Rep
U.S. Bank
04.2020 - 03.2024
Customer Service Specialist
Ohio National Financial Services
09.2015 - 09.2019
Life Customer Service Representative
Ohio National Financial Services
09.2011 - 09.2015
Diploma of Education, General Studies -
Holmes High School
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