Kevin Collins: in Aliso Viejo, CA

• Analyze, and processing of death claim requests on existing annuity contracts • Review and ensure claims are following company follow-up guidelines and unclaimed property laws • Answered client hunt-line calls and provided accurate information • Distribution of claimant statements based on contract structuring, line of succession and line of business • Monitored, tracked and responded to incoming faxes and mail from clients

Senior Tax Specialist 1998 - December 2012 • 4 years earned “Outstanding Performance” review scores to be the top 5% of associates at my grade level • Analyzed the daily, monthly and annual production queues and made sure all work was handled • Answered customer service calls and provided clear and accurate information as needed • Created, corrected and updated 1099R, 1099INT, 5498, and 1042S Forms • Helped to create scripts and monitored QA testing of tax reporting done by operating systems. • Researched and made corrections on individual cases and requests from Service Center or Legal Team Senior Claims Analyst • Analyze, and processing of death claim requests on existing fixed annuity contracts • Review and ensure claims are following company follow-up guidelines and unclaimed property laws • Answered client hunt-line calls and provided accurate information Senior Financial Services Rep. (Policy Owner Services) • Processed policy changes, requests from agents, agencies, financial institutions, marketing companies and policyholders as it relates to annuity or claims administration.? • Maintained positive customer outcomes by resolving problems and responding to internal/external client service requests. Call Center Customer Service Representative • Received inbound calls to provide customer service support to Internal Marketing Organizations, Agents and External Clients • Worked closely with internal and external customers and other departments researching alternative approaches to most efficiently meet the client needs and made sure the clients expectations were met • Consistently met established productivity, schedule adherence, and quality standards