Miyasia Roundtree
Dallas,TX
Summary
Diligent professional with robust background in annuities and customer service. Proven ability to streamline processes and enhance client satisfaction, resulting in smooth operations. Demonstrated analytical skills and effective communication to support clients and colleagues.
Overview
6
6
years of professional experience
Work History
Survivor Support Representative
iQor
Houston, TX
11.2024 - Current
- Assisting survivors with completing applications
- Problem solving on a case by case basis
- Providing information for additional assistance programs
New Business & Agency Representative
EquiTrust Life Insurance
Des Moines, IA
09.2023 - 11.2024
- Assisted agents and agencies with agent contracting and pending annuity contracts
- Managed approx. 20-30 calls per day while also communicating via email with agents and policyholders
- Problem-solving on a case-by-case basis
- Remained up to date on new annuity products, rates, and benefits, as well as company policies and procedures
- Managed policy inquiries and claims processing, ensuring timely responses to clients.
Customer Support Representative
Athene
Des Moines, IA
01.2023 - 09.2023
- Assisted customers with established annuity contracts
- Processed transactions and allocation changes
- Assured that clients are aware of the terms of their annuity contracts
- Documented and tracked customer interactions using CRM tools, ensuring accurate record-keeping.
- Handled approx. 25-40 calls per day
Customer & Sales Support Rep
Verizon Wireless
Charlotte, NC
10.2020 - 12.2022
- Assisted customers with product inquiries and service plans, enhancing overall customer satisfaction.
- Processed orders and managed account changes, ensuring accuracy and efficiency in transactions.
- Assisted with training new hires
- Monitoring new hires performance and provided coaching to promote QA
Education
HSD - Health Sciences
South Central High School
Winterville, NC06-2017
Skills
- Problem Solving
- Training and mentoring
- Quality assurance
- Adaptability
- CRM/Computer Skills
- Attention to detail
- Organization
- Customer satisfaction
- Remote support
- Verbal and written communication
Timeline
Survivor Support Representative
iQor
11.2024 - Current
New Business & Agency Representative
EquiTrust Life Insurance
09.2023 - 11.2024
Customer Support Representative
Athene
01.2023 - 09.2023
Customer & Sales Support Rep
Verizon Wireless
10.2020 - 12.2022
HSD - Health Sciences
South Central High School