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Click here or scroll down to respond to this candidateCandidate's Name
Dallas Center 50063 PHONE NUMBER AVAILABLE EMAIL AVAILABLE WWW: Bold ProfileApr 1980 Nov 2018 West Des Moines, IA CYNTHIA KUEHL PROFESSIONAL SUMMARY Service- oriented with 30+ year background in Insurance Industry. Core competencies include Life Insurance, Suitability and Customer Service as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency. Experience with Career Agents, Insured's and work closely with home office departments for questions and to resolve issues. Administrative SupportCustomer ServiceCall Center OperationsManaging Multiple TasksSuitability ReviewAssistant SupervisorCritical ThinkingTraining Junior Team MembersCustomer InquiriesAnnuity and Life InsuranceNew Business Customer Service Agent, 10/2023 - Current EquitrustTimely and regular attendancePositive employee moraleMeet expected productivity standards and business requirements Good written and verbal proficiencyProper telephone etiquetteOffer a superior level of customer serviceDisplay professional, courteous and helpful customer service Take ownership of the requestRural Mail Carrier, 08/2023 - CurrentGrimes Post OfficeFollowed safety protocols and regulations while driving, upholding professional service reputation Maintained records on customers with mail forwarding and change of address requests Organized mail ahead of delivery runs for correct routing Delivered mail and packages to customers on prescribed route while processing check submissions, PROFESSIONAL SUMMARYSKILLSWORK HISTORYmoney orders, and stamp purchases in fieldDistributed items on time and to correct locations for punctual, professional mail services Sorted mail according to order of address appearance for easy access in field. Customer Service Representative, 08/2019 - 09/2023 Marsh, Mercer And McClellananMaintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concernsProvided primary customer support to internal and external customers in fast-paced environment Responded to customer requests for products, services and company information Evaluated account and service histories to identify trends, using data to mitigate future issues Answered customer telephone calls promptly to avoid on-hold wait times Offered advice and assistance to customers, paying attention to special needs or wants Achieved and consistently exceeded revenue quota through product and service promotion during routine callsEntered customer interaction details in Workbench to track requests, document problems and record solutions offeredUsed company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.New Business, Quality and Suitability Specialist, 04/1980 - 11/2018 Farm Bureau Life InsuranceExceptional attention to detail and organizational skills Issue Life Insurance - Annuities from start to finish, including all state forms that are needed, corresponding with agents via email or phone for requirements that are needed before or after policy is issuedReview work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisionsReview suitability on Variable products, life and annuity Highest producer - work long hours during high volume times including holidays and end of month for company deadlinesTest new systems to make sure they are compatible with our products Service products such as increases, decreased, rating and conversions Communicate with various departments for policy questions and resolve issues Ability to work independently or as a teamEmphasis on quality and customer serviceCreate, maintain and enter information into databases Supervisory skills for 15 yearsExperience in health insurance, disability insurance and group insurance Monthly reports to directors and upper managementCollect premiums and apply to account, contact agent/client regarding more requirements AIAA designation - Associate, Insurance Agency Administration FFSI designation - Fellow, Financial Service Institute FMLI designation - Fellow Life Management Institute WCLS designation - Workers Compensation Claim Law Specialist ACS designation - Associate, Customer Service PCS designation- Professional Service ProgramDallas Center-Grimes Community High School, V AvenueDallas Center - Grimes, IA SCLA designation - Senior Claim Law Associate AEI designation - Law of Contracts High School DiplomaAdditional Information, LICENSES AND DESIGNATIONS, Series 6 and Series 26 EDUCATIONADDITIONAL INFORMATION |
