Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Marketing E-Support Specialist
Souther Farm Bureau Life Insurance Company
06.2024 - Current
Provide answers to questions and concerns from the Field Force and assist them with any issues associated with electronic systems and applications.
Maintain and monitor system performance and integrity. Report any issues to the appropriate team (external or internal) in a timely manner and follow through until the issue is resolved.
Build knowledge of application systems and procedures to form an appropriate email, Bug, or User Story in DevOps for defining, testing, and documenting issues or requests.
Research and identify problems or potential enhancement opportunities for any E-System
Efficiently and effectively research, develop, test and coordinate application systems, procedures, and workflows.
Document and maintain a record of all changes made to existing systems.
Maintain awareness of any E-System project initiatives or development.
Participate in preparing and presenting lessons when new electronic systems and capabilities impact certain internal departmental area
Client Service Specialist
Southern Farm Bureau Life Insurance
04.2022 - 05.2024
Answer inquiries regarding pending and enforce policies, procedures, and forms regarding conversions, reinstatements, increases/decreases, premium classification.
Know and enforce all company and state rules and regulations that pertain to processing and finalizing of client's request.
Determine the appropriate forms, requirements, and computer transactions to issue conversions and change request on policies.
Correspond with agents, policy owners, underwriters, banks, and internal departments personnel to obtain information needed to complete processing of applications.
Determine and process necessary accounting transactions (refund, add, reverse, and transfer money.)