customer service/office or clerical – Saint Paul

Lindsay Taylor Krieger

• • • • • • • • • • • • 844 Stryker Ave

                        St. Paul, MN 55107

                        Phone: (612)423-1400

                        E-mail: lindsaytaylor21@hotmail.com

                         

OBJECTIVE

• • To work with a company that will support my skills and reflect my determination for success.

Summary of Qualifications

• • • • In charge of pending and service recovery

        Set up banking options for account holders including check writing, HYS, online bill payment, ATM, margin, ODP and credit cards

        Processed Term, Whole Life and VUL insurance policies for Insurance New Business

        Responsible for set up of specific credit cards for multi-million dollar clients

        Worked with quality audit to ensure accuracy of new accounts

        Mentored and assisted in new hire training

        Transfered money from American Express mutual funds into brokerage and AE ONE accounts

        New business account set up for qualified and non qualified SPS (Strategic Portfolio Services) and brokerage accounts

        Took incoming calls and assisted customers on phone queue

        7 years customer service/administrative experience

Work Experience

Morgan Stanley 2005-2006

Worked as a certified sales assistant/office manager for the lead broker. Distributed 2005 RMD distributions for clients, ran monthly seminars for general public,

met with clients in monthly meetings, general administrative tasks.

American Express Financial Advisors 2000-2005

Coordinated new accounts, investment portfolios and brokerage accounts for customers. Took incoming calls on phone queue, assisted general public with financial packages and opportunities.

Farmers Insurance Group 1999-2000

Office manager/administrator for multiple insurance agents, ran front desk, assisted clients and walk ins, processed BI/PD files, maintained client files, answered multiple phone lines.

SAI Inc. 1997-1999

Office manager/administrator for non-profit safety awareness company, assisted clients via walk through, e-mail and telephone, ran resets and verifications,general office duties.

Education

• • Cretin Derham Hall Sr. High School

    St. Paul, MN

    Dakota County Technical College

    Rosemount, MN

     

     

Skills

• • • Extremely self motivated.

      Proficient in Microsoft Office software, Lotus notes, Excel, Internet, Mainframe, Outlook and Access.

      Expert in multi-tasking.

      Analytical decision maker with excellent problem solving skills.

      Property/Casualty Insurance licensed

       

       

Awards and Recognition

• • Won the New Business quality and productivity award in 2001 from American Express Financial Advisors.

    Won the GFS Stars award for 2004 from American Express Financial advisors for the reduction of cycle time from 15 to 3.5 days.