I am a dynamic Customer Service Representative who exceeds performance expectations through high quality service delivery and positive client relationships.My super powers are: Active listening to clients, nurturing strong customer relationships, solving complex problems with practical solutions, and handling a high volume of inbound and outbound calls. I’m a clear verbal and written communicator, with tech savvy and a keen eye for details. I’m also skilled at conducting research and experienced at using various CRMs to accurately document information.Among colleagues, I’m known for being a collaborative team partner, mentor, and coach who works effectively with cross-functional departments.AREAS OF EXPERTISECustomer Service/Experience | Client Relationship Building | Issue/Query Resolution | Account Management | New Business Development | Cross-functional Collaboration | Regulatory Compliance | Data Entry/Data Tracking | Mentoring & Coaching | Product Knowledge | Call Handling | Documentation & Record Keeping | Inquiry Response | De-escalation
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Subject Matter Expert, Annuity And Life InsuranceFortitude Re Jan 2022 - Dec 2023Expertly managed customer and staff inquiries regarding annuity and universal life insurance policies. Created training materials for Universal Life and Annuities, alongside standardized template letters utilized across the company. Addressed intricate customer and agent inquiries through personalized communication. Executed policy changes, encompassing withdrawals, surrenders, payment adjustments, beneficiary modifications, owner updates, and asset reallocations. Built and maintained strong relationships with clients, understanding their needs and providing tailored solutions. Assessed risk factors, evaluated applications, and determined policy eligibility. Collaborated with cross-functional teams. -
Customer Service Representative: Tax Team And AnnuitiesAig Oct 2018 - Dec 2021Brentwood, TennesseeExpertly managed customer and staff inquiries regarding annuity and tax implications for universal life insurance policies. Created standardized template letters utilized across the company. Addressed intricate customer and agent inquiries through personalized communication. Executed policy changes, encompassing withdrawals, surrenders, payment adjustments, beneficiary modifications, owner updates, and asset reallocations. Built and maintained strong relationships with clients, understanding their needs and providing tailored solutions. Assessed risk factors, evaluated applications, and determined policy eligibility. Collaborated with cross-functional teams. -
Customer Service ExpertJackson National Asset Management, Llc Sep 2010 - Aug 2018Responded to customer and agent calls concerning term life, whole life, universal life insurance policies, and fixed annuities. Provided comprehensive assistance to customers and agents through inbound calls, addressing inquiries, concerns, and policy-related issues. Managed policy changes such as withdrawals, surrenders, payment adjustments, beneficiary updates, and asset allocations, ensuring accurate and timely processing. Conducted cross-training initiatives to proficiently handle initial death notifications and manage payment center queries. Fielded calls on the Senior Help line and managed escalated customer issues. Assisted clients with policy applications, updates, and changes, including beneficiary designations, coverage adjustments, and premium payments. -
Administrative SpecialistDirectbuy 2006 - 2009Cool Springs, Tn* Maintained membership database, completed weekly and monthly reports* Computed daily deposit log and maintained data on monies owed for memberships* Created flyers and pamphlets for the showroom as needed. Assisted with showroom displays. * Provided computer technical support to customers and staff including website help. Built Excel databases as needed to help staff with daily tasks. * Maintained all catalogs and samples. Included repair, updating and organization of materials. -
Food And Nutrition CoordinatorNashville Cares 2003 - 2006Greater Nashville Area, Tn* Coordinated food and nutrition programs including pantry/warehouse management, meals on wheels delivery program and daily meal preparation for on-sight client program* Maintained inventory control including purchasing, oversight of stock delivery, scheduling, compilation of individual food bags for client distribution, monthly reporting for funding/grant monitoring* Managed kitchen and food prep for daily client program including responsibility for maintaining Metro Department of Health safety standards* Trained and supervised volunteers to ensure clients receive needed nutritional supplies -
Aids Walk Recruitment CoordinatorNashville Cares 2002 - 2003Greater Nashville Area, Tn* Designed and developed walk materials, manual and archives. * Created and maintained databases of walkers and donations. Developed master walk database of walkers from previous years* Wrote phone bank scripts and oversaw volunteers manning the phone bank calls to walkers. Conducted follow-up phone and letter campaign to registered walkers * Designed Walk website
Teresa Stafford Education Details
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English Language And Literature/Letters
Frequently Asked Questions about Teresa Stafford
What is Teresa Stafford's role at the current company?
Teresa Stafford's current role is Customer Service Representative | Customer Experience, Client Relationship Building, Account Management, Business Development, Data Management, Cross-Functional Collaboration, Adaptable, Detail-Oriented.
What schools did Teresa Stafford attend?
Teresa Stafford attended Mississippi University For Women.
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Teresa Stafford
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