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Lincoln Financial Group - Customer Service Professional Tax Team Resume Example

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Liam Johnson
XXX XXXXX XXXXX, REIDSVILLE, NC 27320
H: XXXXX XXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
Professional Summary


Experienced Customer Service Professional with over 20 years of knowledge and hands on experience in the Customer Service and Insurance Industry.  Dedicated in ability to perform.  Strategis thinker. Goal oriented with a willingness to learn and excel.  Consistent and Demonstated Performer.  Ability to mult-task, detail oriented, and exceptional Customer Service and written communication skills.  Also highly skilled in Complex Problem Resolutions and Time Management. Highly skilled in Microsoft Word, Excell, Powerpoint, Outlook, and AWD.  Able to type 45-55 wpm.


Skills

Administration and Management Software/other tools: MS Word, Excel, Power Point, Outlook,

AWD, Accurint, Business Objects Time Management

Written Communication skills Customer Service skills

Stratic thinker Goal oriented

Experience
Customer Service Professional Tax Team 03/2011 - Present
Lincoln Financial Group - Greensboro, nc Perform processing functions for the time including but not limited to: Calculation (Cost Basis, Guidelines, Dividends, etc).  1099 Reporting, ITR712 Preparation, Analyze and respond to tax questions, review and update Social Security certifications, Schedule A and PS58 reporting.  Respond to clients via verbal and written communication.
Fixed Life Disbursement Specialist 10/2006 - 03/2011
Lincoln Financial Group - Greensboro, nc

Primary duty to process life insurance policy surrrenders, loans, dividends, cost basis, etc).  Analyze policy provisions in order to appropriately interpret plan benefits and successfully apply and benefit interpretation to assist callers.  Research all applicable systems in order to provide accurate and complete data.  Apply any and all company, state, and federal regulations in order to ensure compliance with all applicable laws.  Maintain knowledge of all applicable surrender practices, policies, and procedures in order to ensure company policies and procedures are followed.

Claims Processor 05/2001 - 10/2010
Lincoln Financial Group - Greensboro, nc

Serves as Primary Liaison to claimants in reporting life and disability claims. Responsibilities include assisting private investigators, request medical information, follow, denial and additional information letters in a timely matter on each case.  Assist and meet with the disability committee weekly.  Analyze policy provisions in order to appropriately interpret plan benefits and sucessfully apply policy benefit interpretation to assist callers.  Research all applicable systems in order to provide accurate and complete data.  Compiled and maintained confidential client records to ensure accurate data.

Mail Room Manager 10/1997 - 05/2001
Piedmont Administrator Company - Greensboro, nc

Served as Manager for the company mailroom.  Duties included ordering all supplies, keep all mail flowing in and out on a daily basis.  Responsible for all maintenance calls on postal machine, copiers and check printers.  Assisted with all policies for the policy booklets.  Applied all applicable company policies and procedures along with applying effective sound judgement in order to render a solution both cost effective and reasonable for the client and employees.

Medical Claims Examiner 01/1992 - 10/1997
Lincoln Financial Group - Greensboro, NC

Serves as Primary Liaison to claimant in reporting medical claims for group insurance coverage for multiple companies.

Analyze each claim by each company insurance coverage.

Assisting Med Cost nurses and attorneys on complicated cases.

Apply any and all company, state, and federal regulations in order to ensure compliance with all applicable laws.  Maintain knowledge of al applicable claims practices, policies, and procedures in order to ensure company policies and procedures and followed.

Education
Associate of Arts: Human Services 2014 University of Phoenix - Phoenix, AZ
Associate of Arts: 1990 Rockingham Community College - Wentworth, nc
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Resume Details

This is a real resume for a Customer Service Professional Tax Team in REIDSVILLE, North Carolina with experience working for such companies as Lincoln Financial Group, Piedmont Administrator Company. This is one of the hundreds of Customer Service Professional Tax Team resumes available on our site for free. Use these resumes as templates to get help creating the best Customer Service Professional Tax Team resume.

Previous Companies:

  • Lincoln Financial Group
  • Piedmont Administrator Company

Previous Job Positions:

  • Customer Service Professional Tax Team
  • Fixed Life Disbursement Specialist
  • Claims Processor
  • Mail Room Manager
  • Medical Claims Examiner

Schools:

  • University of Phoenix
  • Rockingham Community College

Level of Education:

  • Associate of Arts

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