Marlena Wehr
Monticello,IA
Summary
Accomplished Senior Service Representative with a proven track record at Transamerica, adept in oral and written communication. Renowned for a strong work ethic and creative problem-solving abilities, I have significantly enhanced client satisfaction and operational efficiency. My expertise in training and mentoring, coupled with a flexible approach, has consistently driven team success and improvements in quality control.
Overview
31
31
years of professional experience
4
4
years of post-secondary education
Work History
Senior Service Representative
Transamerica
09.2023 - 03.2025
- Review client requests and update their annuity.
- Correspond with clients.
- Provide support to co-workers.
- Review and update department procedures.
- Train co-workers.
- Review department reports and tax documents.
- Manage team Email Inboxes.
Senior Service Representative
Tata Consultancy Services (TCS) Information Techno
04.2018 - 09.2023
- Review client requests and update their annuity.
- Correspond with clients.
- Provide support to co-workers.
- Review and update department procedures.
- Train co-workers.
- Review department reports and tax documents.
- Manage team Email Inboxes
Client Service Representative
Transamerica
04.2006 - 04.2018
- Review client requests and update their annuity.
- Correspond with clients.
- Provide support to co-workers.
- Review and update department procedures.
- Train co-workers.
- Review department reports and tax documents.
- Manage team Email Inboxes.
Licensing Quality Assurance Specialist
Transamerica
05.2004 - 04.2006
- Inspect processed work and compared against standards to meet department requirements.
- Report problems and concerns to management.
- Provide feedback to processors.
- Review and update procedures.
Licensing Specialist
Transamerica
09.1995 - 05.2004
- Review and update agent state licenses for annuity sales.
- Review and update agent broker dealer appointments for annuity sales.
- Conduct background searches for agents.
- Stayed up-to-date on laws and licensing requirements to complete accurate and efficient reviews of agent appointments.
Teleservice Representative
Transamerica
04.1994 - 09.1995
- Complete daily cold calls to market company annuities and build a sales pipeline.
- Record contact information of customers and potential customers in internal database,
- Assisted clients with questions regarding their annuity.
Education
BBA - Marketing
Mount Mercy University
Cedar Rapids, IA 08.1985 - 12.1989
Skills
- Strong work ethic
- Stress tolerance
- Training and mentoring
- Complaint resolution
- Creative problem solving
- Microsoft outlook
- Positive and professional
- Grammar
- Multi-task management
- Quality control
- Research
- Adaptability and flexibility
Timeline
Senior Service Representative
Transamerica
09.2023 - 03.2025
Senior Service Representative
Tata Consultancy Services (TCS) Information Techno
04.2018 - 09.2023
Client Service Representative
Transamerica
04.2006 - 04.2018
Licensing Quality Assurance Specialist
Transamerica
05.2004 - 04.2006
Licensing Specialist
Transamerica
09.1995 - 05.2004
Teleservice Representative
Transamerica
04.1994 - 09.1995
BBA - Marketing
Mount Mercy University
08.1985 - 12.1989
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