• Update the tax software system with corrected values from withdrawals, deposits and interest earnings for the current calendar year• Identify basis and interest values of beneficiary payouts to correctly report to the Internal Revenue Service• Manually verify quarterly statement values using the company’s software system• Log and delete email addresses that are rejected by our electronically delivered system for statements

•Process 70 strategy allocation changes daily through the company’s web-based program•Transfer policy funds to other annuity companies using the company’s software system•Answer 125 phone calls weekly, while assisting policyowners with their general policy questions or taking withdrawals from their policy•Allocate current funds from an existing policy to a newly opened policy for the same owner

•Update or correct client files with their new address via post office request, returned mail stamp, or human search website and mail notification letters to their old and new address •Add or correct social security number, date of birth, or secondary addressee personnel on a client’s file and mail a notification letter to their current address •Collaborate efficiently with multiple coworkers to complete many client requests daily

•Created electronic tickets for merchandise located inside the receiving bay of the store •Provided excellent customer service while maintaining an efficient work ethic •Designed home, deck, garage, patio, landscape project, and roofing packages for customers

•Greeted 100 customers as they entered and exited the store •Performed 50 transactions for sales, returns, and exchanges on a computerized system daily •Maintained a clean and safe environment in the facility’s parking lot•Adjusted company inventory using a tablet system •Assisted customers with loading their purchases into their vehicle