Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
11
11
years of professional experience
Work History
Suitability, Follow Up Calls, Processing, Hybrid
Athene
07.2021 - Current
Ensures and documents the appropriate response to each question, which can range from simple to moderately complex.
Communicates with the agent contacts and sales staff to gather outstanding requirements.
Monitor applications for compliance with state regulations, validating that state required forms are submitted.
Identifying suitability or AML red flags.
Receive and processes requests from agents, policy owners and third parties VIA incoming calls
Data entry for new policies
Updating Policies
Making outbound calls to follow up with transfer companies
Documenting policies
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Worked well in a team setting, providing support and guidance.
ECMO Complaints
Wells Fargo
04.2020 - 08.2021
Company Overview: Complaints Departments, Call Center Environment, Data Entry.
RESEARCHING COMPLAINT
UTILIZING 4-5 SYSTEMS AT THE SAME TIME TO LOCATE INFORMATION
SENDING OUT LETTER TO COMPLAINTANT WITH RESOLUTION
Complaints Departments, Call Center Environment, Data Entry.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Post Issue Life and Annuity Processor
MetLife
11.2018 - 01.2020
Company Overview: Annuity and life operations department, data entry, post issue processing, call center environment.
Researching both the policy owner's passing and beneficiaries' current information.
Utilizing ten or more systems at a time to locate information and to upload accordingly.
Sending out letters to the inheriting parties.
Working closely with the compliance department to create affidavits with information received.
Surpassing the goal of contracts per hour, with 20-30% more contracts than the business unit goals set for daily productivity.
Annuity and life operations department, data entry, post issue processing, call center environment.
Member Care Rep II
Nationwide & Allied Insurance
09.2016 - 04.2018
Company Overview: Personal Insurance Department, Supporting Auto, Home and Umbrella policy holder's and agents in a fast-paced inbound call center environment.
Assisting agents and members with servicing auto, property and umbrella policies.
De-escalating sensitive situations by providing appropriate and professional solutions.
Floor-wide root cause problem solving team for systems and procedures.
Head of my team's rewards committee.
Responsible for boosting team morale and for creating and monitoring stat-based games to keep my team on track with the business unit.
Personal Insurance Department, Supporting Auto, Home and Umbrella policy holder's and agents in a fast-paced inbound call center environment.
Sales Manager/Asst General Manager
Comfort Inn
09.2014 - 09.2016
Oversaw the day to day sales operations for my employees.
I met with companies and businesses to strike up new contracts for extended stays.
Successfully lead my staff to reach and surpass our sales goals with a 1 million-dollar year in 2016.
I met with companies and businesses to strike up new contracts for corporate stays and large special events such as 'The Good Guys Show', an annual car show and send-off dinner.
Education
Diploma -
SAYDEL HIGH SCHOOL
DES MOINES, IA
01.2010
Skills
Microsoft Office suite
De-escalating sensitive situations
Multi-tasking
Processing
Teamwork and collaboration
Customer service
Problem-solving
Supervisory
Peer mentoring
Personal insurance
Sales
Friendly, positive attitude
Accomplishments
Resolved product issue through consumer testing.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.