Debbie Cunningham
Texas City,TX
Summary
Resourceful Transfer Specialist known for high productivity and efficient task completion. Possess specialized skills in process optimization, regulatory compliance, and cross-functional communication. Excel at problem-solving, adaptability, and collaboration, ensuring seamless transfer processes and stakeholder satisfaction. Skilled Transfer Specialist with relevant experience in coordinating and managing the seamless movement of assets within complex financial systems. Strong knowledge of regulatory requirements, asset management protocols, and customer service principles enhances ability to effectively oversee transfer operations. Notable for improving efficiency in previous role by implementing strategic process improvements. Demonstrates strong analytical skills, precision, and commitment to ensuring accuracy in all transactions.
Overview
16
16
years of professional experience
Work History
New Business Call Center Representative
Fidelity & Guaranty Life Insurance Company
Des Moines, IA
06.2024 - Current
- Resolved customer complaints in a timely manner to ensure customer satisfaction.
- Maintained records of customer interactions, transactions, comments and complaints.
- Maintained high levels of professionalism while interacting with customers via phone or email.
- Assisted customers with navigating the company's website to locate desired information or items for purchase.
- Followed standard processes and procedures for proper escalation of unresolved issues to appropriate internal teams.
- Monitored call queues in order to prioritize incoming calls by urgency or importance level.
- Utilized knowledge base to answer inquiries from customers quickly and effectively.
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Maintained strong call control and quickly worked through scripts to address problems.
- Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
- Offered resolutions to de-escalate calls and solve customer issues.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Annuity Disbursement Specialist
American National Insurance Company
Galveston, TX
01.2018 - 05.2024
- Assisted clients with account inquiries, transactions, forms, and general information.
- Answered customer questions regarding product features and benefits of annuities.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Processed account changes such as address updates, beneficiary changes, and contract transfers.
- Updated client accounts with accurate information following conversations or emails.
- Created reports related to customer accounts for management review purposes.
- Reviewed documents for accuracy prior to submission or publication.
- Analyzed customer needs and recommended appropriate products or services.
- Participated in ongoing training and compliance activities.
- Maintained positive working relationship with fellow staff and management.
- Processed payments for customers in a timely manner, ensuring that all deadlines were met.
- Reviewed customer payment requests to ensure accuracy and compliance with company policies.
- Investigated customer complaints about incorrect or delayed payments and resolved any issues quickly and efficiently.
- Verified customer account information prior to processing payments.
- Monitored incoming emails from customers regarding their payment requests and responded promptly with relevant information.
- Assisted in training new employees on the principles of processing payments accurately and securely.
- Ensured proper security measures were taken when handling sensitive customer data.
- Managed multiple applications simultaneously, prioritizing tasks to meet deadlines.
- Communicated status updates and decisions to applicants in a timely manner.
Front Desk Receptionist
Best Western Plus Inn & Suites
Galveston, TX
01.2014 - 12.2017
- Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
- Handled payment processing and provided customers with receipts and proper bills and change.
- Received incoming calls and coordinated with hotel staff to fulfill requests and resolve issues.
- Prepared daily shift close reports and balanced cash register to accurately reflect all transactions.
- Responded to inquiries and room requests made online, by phone or email.
- Signed for packages, recorded deliveries and distributed to personnel.
- Maintained accurate bookkeeping of important files, running reports and delivering updates on occupancy and revenues.
- Collaborated with housekeeping and maintenance staff to address and mitigate facility issues.
- Pointed out property details and guided guests to dining areas, pool, spa and fitness center.
- Input customer data into reservation software and made immediate updates to reflect room changes.
- Checked and secured building areas during off-hours to prevent entry by unauthorized individuals.
- Scheduled and confirmed appointments.
- Answered phone calls, provided information to callers and connected callers to appropriate people.
Administrative Assistant
Cunningham Claims
Galveston, TX
10.2008 - 11.2013
- Organized and maintained filing and document management systems by coordinating, archiving and purging files.
- Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
- Updated details in company database by keying in customer contacts and delivery dates.
- Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
- Directed customer communication to appropriate department personnel.
- Arranged travel and hotel accommodations for international and domestic business meetings and trips.
- Verified data when processing incoming and outgoing checks and wire transfers to increase accuracy.
Education
Some College (No Degree) - Business Administration
Kiamichi Technology Center - McAlester
Mcalester, OKSkills
- Payment Processing
- Data Entry
- Quality Assurance
- Complaint resolution
- Call documentation skills
- Training experience
- Transfer expertise
- Teamwork
- Compliance monitoring
- Vendor relations
- ACH transactions
- Wire transfers
- Banking operations
- Contract reviewing
- Strong client relations skills
- Document review
- Deadline driven
Timeline
New Business Call Center Representative
Fidelity & Guaranty Life Insurance Company
06.2024 - Current
Annuity Disbursement Specialist
American National Insurance Company
01.2018 - 05.2024
Front Desk Receptionist
Best Western Plus Inn & Suites
01.2014 - 12.2017
Administrative Assistant
Cunningham Claims
10.2008 - 11.2013
Some College (No Degree) - Business Administration
Kiamichi Technology Center - McAlester
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