Experience

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  Transamerica Retirement Solutions

  • Intermediate Call Center Representative

    • Aug 2013 - Feb 2015

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  Transamerica Asset Management Group an AEGON Transamerica Company

  • Senior Associate, Specialized Services & Trade Operations

    • Nov 2005 - Mar 2013

    Acted as Resource Person for Financial Advisors, Customer Service personnel and other Operations personnel and assisted in training of new team members in addition to processing complex worktypes including but not limited to the following while maintaining a quality rating over 99%:***Asset Allocation Rebalances***Death Claims and Divorce Cases***Power of Attorney and Trust Cases***Foreign accounts***Multiple Exchange Facility***Market Timer Accounts***Fund of Fund related Transactions (Asset Allocation Funds)***Transamerica Series Trust insurance fund related Transactions***Transamerica Partners qualified plan related Transactions***Same Day Cash, Share Estimates and Gain/Loss Reporting with Fund’s Custodian***Research and corrective processing including dividend and share adjustments, sharelot updates, statement and tax form related issues, breakpoint and Letter of Intent adjustments and Legal Department requests for information on current and previous shareholders and Financial Advisors

  • Transfer of Assets Associate

    • Jan 1999 - Nov 2005

    Assisted Financial Advisors and clients in the transfer/rollover of money from other Custodians, including Mutual Fund Companies, 401(k) and Employer Stock Plans, and brokerage retirement accounts. Maintained over 98% quality while performing duties including (but not limited to) the following:***Timely and accurate processing of new retirement plan applications involving the transfer/rollover of money including the application of money upon receipt***Utilize ENCORR software to facilitate the writing of Transfer of Asset letters***Follow-up calls to surrendering Custodians and Financial Advisors for status of transfer/rollover process***Administer inbound and outbound telephone calls on a recorded line to/from Financial Advisors and Custodians to clarify instructions and request documents***Provide complete and accurate documentation in AWD system regarding transfer/rollover status to allow Customer Service Representatives to convey the information accurately***Assisted in creation of Transfer of Assets Unit and Transfer of Assets Procedures Manual ***Assisted in creation of Directory listing Custodians, Mutual Fund Companies and Brokerage Firms including contact information and each company’s transfer/rollover requirements***Assisted in training of new team members

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  Western Reserve Life an AEGON Transamerica Company

  • Saint Petersburg, Florida

  • Field Communications and Case Coordinator

    • Oct 1997 - Jan 1999
    • Saint Petersburg, Florida

    Western Reserve Life New Business and Gold Team Customer Service Representative ***Researched status of pending policies in response to requests from writing agents, brokers, Home Office and Wirehouse Wholesaling Unit***Provided accurate and concise information on a timely basis while maintaining top Quality ratings within my team***Assisted in training of new team membersWestern Reserve Life Case Coordinator***Obtained and documented information/reports from prospective insureds, agents and other sources and forwarded on a timely basis to Underwriters for consideration in underwriting new Variable Universal Life policies***Submitted and Issued approved policies***Maintained top Quality ratings within my team***Assisted in cross-training of other team members

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  MCI Telecommunications

  • Pinellas Park, Florida

  • Customer Service

    • Jun 1996 - Oct 1997
    • Pinellas Park, Florida

    Provided excellent customer service and first level tech assistance to MCI Small Business customers and MSN customers.

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  Muslow Insurance Agency, Inc

  • Shreveport, Louisiana Area

  • Insurance Agent

    • Apr 1993 - Jun 1996
    • Shreveport, Louisiana Area

    Solicited, rated, sold and maintained Personal and Commercial Property and Casualty insurance, and Personal Life, Health and Accident policies. Assisted in training of new salespeople and represented Agency at Trade Association Conventions. Obtained and installed rating software from Insurance Companies and trained all personnel in its use.

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  Brown & Williamson Tobacco

  • Shreveport, Louisiana Area

  • District Sales Manager

    • Nov 1980 - Jan 1993
    • Shreveport, Louisiana Area

    Provided inventory management assistance to improve wholesale and chain account relations. Gained wholesale and Key Account acceptance of new programs and products throughout Central and Southern Mississippi as well as North Louisiana. Built strong wholesale account relations throughout North Louisiana. Increased product sales by identifying new Key Accounts and developing promotional programs. Interviewed, hired, trained, supervised and evaluated all Territory Sales Managers. Familiar with Federal and State employment guidelines, EEOC, ADA, FLSA and OSHA.