Customer Service Call CenterSupport State Farm Agents and Customers with questions regarding IRA’s, Mutual Funds, and Fixed Annuities. Responsibilities include Process redemptions on IRA accounts and Non Tax qualified accounts.Provided any knowledge and information regarding taxation and penalties imposed by IRS.Provide any product knowledge to agents and customers.Discuss any required mandatory distribution questions that a customer or Agent may have on Fixed Annuity and Mutual Fund IRAs.Prepare project work plans in accordance with regulatory requirements and program procedures Provide suggests and feedback to make forms and procedures more fluent in customer and agent interaction Process payments received in an agent’s office on IRA and Non Tax qualified mutual fund accounts and advise how to submit payment on a Fixed Annuity. Provide training assistance for new reps

Customer Service and DisbursingSupport PSD Washington DC in maintaining office records and handling pay discrepancies for over 9,000 service members in the Washington DC area and Defense/Navy Attaches worldwide. Utilize WINIATS and MMPA daily to perform job functions.Responsibilities include:Execute a diverse assignment of resource management-related projects, assist superior officers with daily activities, and exhibit a high-level of customer service and professionalism in a fast-paced environment.Elected by leadership to serve as the travel claims representative for the Presidential, Vice Presidential, Chief of Naval Operations, and special operations staffs. Process all travel claims for permanent and temporary moves to the area.Process and resolve all payroll and travel claim discrepancies in a time sensitive manner.Issue DoD CAC cards and dependent ID cards. Utilize on-site equipment to create and personalize ID cards.Process over 300 annual permanent change of duty station packages for members. Utilize MS Access and Excel to track and manage accurate records.Update and maintain over 9,000 active duty officer and enlisted members’ service records.Perform all assigned duties expeditiously and ahead of deadline. Possess advanced proficiency with Microsoft Office Suite and internet research.

Provide exceptional customer service to shoppers. Assist customers in the selection, fitting, and purchase of all A&F merchandise.