Summary
Work History
Education
Skills
References
Timeline
Generic

TERRI MOSLEY

Greater Houston,TX

Summary

Dynamic Customer Solutions Unit Senior Analyst at Corebridge Financial with a proven track record in complaint resolution and process optimization. Expert in data analysis and cross-functional collaboration, driving systemic improvements that enhance customer experience. Recognized for effectively managing escalated issues while maintaining clear communication and compliance standards.

Work History

Customer Solutions Unit Senior Analyst

Corebridge Financial
2017 - 2025
  • Investigated and resolved high-volume, complex customer and regulatory complaints, serving as a key point of contact for escalated issues and ensuring timely, accurate resolutions.
  • Utilized metrics, trend analysis, and customer insight to identify systemic issues, reduce repeat contacts, and improve overall service quality.
  • Identified and escalated systemic tax-reporting discrepancies, supporting corrective actions that reduced future customer impact and compliance risk.
  • Collaborated closely with Legal, Compliance, and Operations teams to deliver clear, compliant responses while balancing customer experience and regulatory requirements.
  • Participated in regular one-on-one and team strategy meetings to review performance, share insights, and align on CX improvement initiatives.
  • Earned trust to handle increasingly specialized and escalated customer cases while contributing recommendations to improve CX processes and workflows.

Plan Sponsor Service Team Representative

VALIC (now Corebridge Financial)
Houston, Texas
2014 - 2017
  • Provided dedicated customer support to retirement plan sponsors and participants, while resolving inquiries through phone and written communication channels.
  • Educated customers on plan provisions, administrative processes, and compliance requirements to enable informed decision-making.
  • Delivered accurate, timely responses while consistently meeting quality, productivity, and service benchmarks.
  • Documented interactions and resolutions within case management systems to ensure continuity and high-quality service.

Client Advocate Team Representative

AIG / VALIC (now Corebridge Financial)
Houston, TX
2010 - 2014
  • Managed complex and escalated customer and advisor inquiries, serving as a trusted point of contact for sensitive and high-impact issues.
  • Interpreted contract provisions and clearly explained options, fees, and requirements to customers with varying levels of financial knowledge.
  • Ensured strict adherence to data privacy and compliance standards when handling sensitive personal and financial information.
  • Consistently went above and beyond to resolve customer concerns while maintaining professionalism and efficiency.

Education

Bachelor of Science - Business Management

LeTourneau University
Houston, TX

Skills

  • Customer experience management
  • Multi-channel support
  • Escalation handling
  • Complaint resolution
  • Root cause analysis
  • Performance metrics
  • Process optimization
  • Data analysis
  • Cross-functional collaboration
  • Clear communication skills
  • Case management

References

References available upon request.

Timeline

Customer Solutions Unit Senior Analyst

Corebridge Financial
2017 - 2025

Plan Sponsor Service Team Representative

VALIC (now Corebridge Financial)
2014 - 2017

Client Advocate Team Representative

AIG / VALIC (now Corebridge Financial)
2010 - 2014

Bachelor of Science - Business Management

LeTourneau University

Similar Profiles

  • Jeffrey StilesJeffrey Stiles

    <ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange

  • Peng LiPeng Li

    Warehouse Manager/Operations Analyst/Customer Service Specialist at WecomTransit Inc.Warehouse Manager/Operations Analyst/Customer Service Specialist at WecomTransit Inc.

  • Kirk DsouzaKirk Dsouza

    Customer Detention Analyst at Challenger Motor Freight IncCustomer Detention Analyst at Challenger Motor Freight Inc

  • Jacqueline Lauren BellJacqueline Lauren Bell

    Customer Support Analyst at Four (Progressive Leasing)Customer Support Analyst at Four (Progressive Leasing)

CREATE PROFILE
TERRI MOSLEY