Kathleen Karber
Williamston,MI
Summary
Dynamic Customer Onboarding Associate with a proven track record at Jackson National Life Insurance Company, excelling in problem resolution and effective multitasking. Adept at navigating complex software systems while delivering exceptional customer service and fostering cross-functional teamwork. Recognized for strong attention to detail and adaptability in high-volume environments.
Overview
28
28
years of professional experience
Work History
Customer Onboarding Associate Level 4
Jackson National Life Insurance Company
04.1997 - Current
- Excel in change agility, adapt to evolving processes.
- Policy page expert in Customer Onboarding.
- Identify and escalate issues for resolution when necessary.
- Communicate with internal associates and external customers or agents regarding outstanding requirements.
- Document status of transactions and contacts received and initiated.
- Meet departmental production and quality standards related to product or level. (i.e. case/transaction handling time, gain/loss transactions, adherence to documentation/verification standards, etc.)
- Know and understand basic life and annuity product information.
- Read and carry out detailed written procedures.
- Good verbal and written communication skills and interact professionally with coworkers, management and external customers.
- Communicate company processing requirements and procedures.
- Can navigate and utilize multiple software and mainframe computer applications.
- Work independently and in a team environment.
- Effectively manage the demands of a high volume, imaged based work environment.
- Was part of the original STARS program and currently in PSP program as a STARS processor.
Education
Merchandising/Marketing
Ball State University
Muncie, IN05-1988
Skills
- Optimistic communication style
- Cross-functional teamwork
- Customer service
- Strong attention to detail
- Versatile in dynamic environments
- Reliable and accountable
- Effective multitasking
- Experienced in software utilization
- Proficient in prioritizing tasks
- Problem resolution
- Effective verbal communication
Timeline
Customer Onboarding Associate Level 4
Jackson National Life Insurance Company
04.1997 - Current
Merchandising/Marketing
Ball State University
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