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Annuity Processing Operations Specialist Resume Example

Resume Score: 90%

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ANNUITY PROCESSING OPERATIONS SPECIALIST
Professional Summary

Versatile and hard-working professional 12 years of furniture retail and office management experience. Dedicated and focused Customer Service/Office Assistants who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.



Summary of Skills
  • Dedicated team player
  • Strong interpersonal skills
  • Strong communication skills
  • Skilled multi-tasking

  • Reliable
  • Team-oriented
  • Strong organizational skills
  • Focused on customer satisfaction
Career Accomplishments

Research 

  • Investigated and analyzed client complaints to identify and resolve issues.

Multitasking 

  • Demonstrated proficiencies in telephone, e-mail, fax and front-desk reception within high-volume environment.

Training 

  • Successfully trained staff in all office systems and databases, policies and procedures while focusing on minimizing errors and generating superior results.

Supervision

  • Supervised team of 10 staff members, and sometimes 20 staff sales members as needed.

Routinely helped as many as 200 or more customers each day in a high-volume retail outlet.

Experience
Annuity Processing Operations Specialist06/2012 - 03/2014JPMorgan ChaseColumbus, OH
  • Processed annuities applications, and account maintenance requests for banking customers submitted by Licensed Bankers, and Financial Advisor's in Chase Banking Branches Controlled the work flow, and processed pending cases written up by licensed banker/handle requested withdraws from investment or canceling the policy Reviewed incoming requests, and determined the appropriate processing area, verification of paperwork including amounts dates/signatures Checked to see that all applicable documents are submitted by licensed representative, in order to transmit the request to appropriate carrier Reviewed annuity applications; communicated with Investment Company, and underwriters to ensure application is processed correctly mail letters/ policies to customers.
Hearing Assistant 1 / Pre-Adjudication10/2008 - 06/2012Hearing Assistant 1 / Pre-Adjudication Q2Administrators / Maximus FederalColumbus, OH

•Performed audit of randomly selected claims to ensure quality processing (CLA)

•Handled appeals of Part B Medicare claim denials for providers and beneficiaries in the southern United States (Reopening, Dismissal, ALJ)

•Protocols, reviewed administrative law judge decisions, and coordinated activities between various entities involved in appeals administration

•Added modifiers as appropriate coded narrative diagnoses and verified diagnoses

•Created and sent out an acknowledgment letter to Medicare Health Plan, and appealing party. Making sure that the acknowledgment letter went out by regular first class mail within 48 hours of our receipt of the case file

Office Manager 01/2008 - 01/2012Sofa ExpressColumbus, OH
  • Responsible for all Human Resources duties, accounts payable duties, and entered weekly timesheets into payroll spreadsheet on excel then reported to Payroll Department for payroll
  • Trained and scheduled all of the office associates
  • Ensure accuracy of bank deposits and petty cash
  • Reviewed customer financial applications for accuracy
  • Maintained office supplies and office machines
  • Assisted in resolving advanced client issues by finding appropriate problem resolutions
  • Acted as a liaison between Management, Corporate, Finance Companies, and Sales Consultants
  • Compiled new hire, termination, employee kits participated in interviewing, and performance evaluations/ salary increases
  • Responsible for dealing with special ending reports (monthly, yearly, auditing)
Home Childcare Provider01/2004 - 04/2006Latisha's Home Childcare ServicesColumbus, OH
  • Assisted over 6 clients daily
  • Provided excellent customer service skills over the phone and in person
  • Attended training classes to receive the requirements to be a childcare provider. CPR and First-aid every 6 months out of a year (Action for children) and Red Cross
Auditor / Merchandise Handler10/1998 - 01/2004Limited Logistic ServicesReynoldsburg, OH

•Audit merchandise by counting, ticketing, packing, and sorting

•Inspected merchandise items to ensure proper quality and brand specification

•Performed audits of randomly selected employees to insure quality processed, and inputted information onto a spreadsheet

Office Manager 06/1993 - 10/1998Rhodes FurnitureColumbus, OH
  • Responsible for all Human Resources duties, accounts payable duties, and entered weekly timesheets into payroll spreadsheet on excel then reported to Payroll Department for payroll
  • Trained and scheduled all of the office associates
  • Ensure accuracy of bank deposits and petty cash
  • Reviewed customer financial applications for accuracy
  • Maintained office supplies and office machines
  • Assisted in resolving advanced client issues by finding appropriate problem resolutions
  • Acted as a liaison between Management, Corporate, Finance Companies, and Sales Consultants
  • Compiled new hire, termination, employee kits participated in interviewing, and performance evaluations/ salary increases
  • Responsible for dealing with special ending reports (monthly, yearly, auditing)
Education
1991High School Diploma:East High School - Business Management / Computer ProgrammingColumbus, OH
Skills

Multi-tasking

Careful/active listener

Time Management

Organizational Skills

10-Key


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Resume Overview

Companies Worked For:

  • JPMorgan Chase
  • Hearing Assistant 1 / Pre-Adjudication Q2Administrators / Maximus Federal
  • Sofa Express
  • Latisha's Home Childcare Services
  • Limited Logistic Services
  • Rhodes Furniture

School Attended

  • East High School

Job Titles Held:

  • Annuity Processing Operations Specialist
  • Hearing Assistant 1 / Pre-Adjudication
  • Office Manager
  • Home Childcare Provider
  • Auditor / Merchandise Handler

Degrees

  • 1991 High School Diploma : East High School - Business Management / Computer Programming

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