Seeking financial service industry position in a challenging and progressive environment. Focused on providing world class service in investment and/or insurance.
Professional in all aspects of investment customer service within a variable annuity field. Experienced in fund transfers, asset allocation, redemptions
Processed all life insurance, annuities and long term care cases. Previously series 6 licensed with MetLife Investors and Pacific Life Insurance Company. Assisted brokers with new accounts and trades. Worked on compliance issues for brokers. Advised brokers on different sub-accounts, worked with a high degree of accuracy in a customer service role.
Strong interpersonal skills. Succeeded in meeting deadlines in a fast-paced team environment. Processed many requests on a timely basis. Liaison between brokers, back office, insurance companies and clients. Well organized, proactive, problem solver and very reliable.
Typing Speed (65 wpm)
Received awards for employee of the month multiple times and was often chosen by supervisors for special projects to meet deadlines and specific departmental goals.
Annuity Customer Service : November 2010 to May 2011Pacific Life Insurance Company － Newport Beach, CA
Field incoming phone calls from contract holders, brokers and internal clients regarding all aspects of Pacific Life's variable and fixed annuity products.
Provide information regarding product features, contract values, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA/Qualified Plan transfers and rollovers, agent licensing commissions.
Provide technical support regarding contract structuring, death benefits/options, taxation, cost basis, investment fund choices and administrative forms.
Generate 72(t)(q), Minimum Required Distribution.
Process exchanges between sub accounts and changes to future allocations, and take requests for Rebalancing and Dollar Cost Averaging.
Assist clients with telephone redemption's.
Assist brokers with sales literature.
Make recommendations regarding procedure changes and product/system enhancements.
Assist in special projects as needed.
Life and Annuity Specialist February 2008 to November 2008The Lotter Group Agency － Newport Beach, CA
Worked in a team environment to provide excellent customer service to all producers and their clients processed all life insurance cases for brokers.
Responded to sales opportunities from agents by answering all questions relating to their business, scheduled conference calls, ordered attending physician statements and medicals, serviced the 403b teacher market and senior lines for annuities, life insurance and long term care products.
Used my interpersonal, verbal and written communication skills with measurable results in moving cases to issue and commissions paid on schedule.
Provided excellent customer support to all our clients and worked to move their business forward.
Property Manager June 2004 to CurrentBedford Plaza Apartments － Newport Beach, CA
Full-time manager for apartment complex in Newport Beach. Manage daily operations, customer service, schedule maintenance, supervise vendors, process bids, bank deposits, administrative forms, leasing and marketing.
Case manager Sales Associate September 2003 to January 2008MetLife Investors Insurance Company － Irvine, CA
Life : Started my employment within the life insurance division as a case manager.
Provided support to agents for pending cases, updated agents with changes in processes and procedures, review of applications submitted, followup of all necessary documentation for all pending cases, made contact with relevant parties inside and outside sources to procure all pertinent documentation for the completion of application for insurance.
Provided all necessary materials to our agents along with postissue customer support.
Made all necessary copies of all submitted documentation.
Annuity : From the life division transferred to the Variable Annuity Sales Desk in a callcenter marketing our variable annuities, life insurance and long term care products to brokers in an assigned area, responding to product inquiries and making calls to facilitate market growth through assigned brokers.
Responded to sales opportunities via phone, completed applications and purchase orders for Smith Barney, Merrill Lynch.
Worked in a fastpaced environment, adapted quickly to changing priorities, provided superior customer service to brokers by providing ontime solutions, assisted brokers and clients track their investments on line.
Coordinated with internal compliance department to ensure compliance with regulatory and procedural guidelines, used multiple computer systems, strong analytical ability to review cases with special circumstances, escalated cases to management for review and exceptions, used oral and written communication skills to further relationships with brokers, learned and retained vast amounts of information to execute job functions.
Provided investment recommendations on living and death benefit riders, developed and maintained relationships within assigned territory, scheduled appointments, made calling campaigns, handled 1035 exchanges, explained illustrations, postsales customer service, provided fund performance and conference calls with brokers and their clients.
Office Manager/New Business Coordinator June 1998 to January 2001CPS/Insurance Agency － Irvine, CA
handled over 100 life insurance cases on a weekly basis and provided our agents with necessary sales support to process all their life insurance business.
Processed all life applications and supervised all underwriting aspects to have cases issued.
Superior attention to detail, provided illustrations, conducted interviews, hired and trained new employees, managed an office of four employees.
Customer Service provided excellent customer service to all our producers while managing their business.
In constant contact with producers providing status of pending cases, managed agents' requests and assisted with all their business needs.
Helped producers reach their goals by providing uptodate support on all their cases.
Liaison for carriers and agents on all insurance matters.
EnglishSolomon Juneau High School － Milwaukee, WIEnglish
South Bay College － Long Beach, CA
Administrative support, detail oriented, case manager, interpersonal skills, excellent verbal, oral and written communication skills, call center, customer support, sales support, supervisory skills, insurance, fund transfer, asset allocation, investment recommendations, management skills, microsoft excel, outlook, word, office equipment, typing speed 65 wpm, underwriting, documentation copier.