Susan K.

Munchback
334 9th Street
Sellersville, PA 18960
(H) 215-258-0584
(C) 215-933-8607
sm82e83c@westpost.net
Qualifications: Seasoned Support Service Associate, 25+ years of customer servic
e, sales, customer satisfaction, and retention. Meets deadlines, sense of urgenc
y fulfilling job obligations, Organized, and intermediate Microsoft applications
skills. Excellent problem solving skills, proficient internet skills. Work well
independently and in a team environment.
Experience:
2008 to 2010 Financial Resources FCU - Fort Washington, PA
Member Service Representative
* Timely, courteous, effective service to Credit Union members
* Excellent follow through on members questions and problems, including
billing, daily account maintenance, also resolution of complex problems and hand
ling difficult situations.
* Selling Credit Union products and services, meeting goals. Developing relation
ships with Credit Union members.
Working closely with Branch Supervisor in organizing Credit Union promotion of p
roducts and services. Setting up appointments for members with Financial Advisor
. Daily reconciliation of CU branch, meeting policy and procedure guidelines for
audit compliance and accurate processing
of transactions to member's accounts and Credit Union's guidelines.
2003 to 2007 HUB International Pennsylvania, LLC - Norristown, PA
Commercial Account Customer Service Representative
* Successfully managed workflow obligations to large commercial client accounts.
meeting deadlines for renewals, requested documents from Account Executives, Und
erwriters and clients
* Worked effectively under Account Executive and Account Manger in servicing
large commercial accounts.
Setting up marketing files, maintaining renewal lists to contact clients regar
ding any changes to account. Including updating excel spreadsheets, contacting U
nderwriter for endorsements of changes, communicating with Account Manager regar
ding complex or uncommon requests from client.
2003 to 2003 Martin Kueny Insurance Solutions - Warrington, PA
Small Business Account Manager
Responsible for servicing existing small business accounts, cross selling new
lines of insurance as applicable to clients. Online rating and quoting of new
business and processing of endorsements. Daily processing of requests for certif
icates
of insurance, ID cards and billing. Marketing of renewal business when appropria
te, negotiating of renewal terms, and pricing with underwriters. Meeting policy
deadlines for renewal.
1998 to 2002 Univest Bank/Insurance - Souderton, PA
Customer Service Associate
Responsible for excellent customer service, cross selling of bank products and
services, loan applications, and closings. Univest purchased Becker Insurance
Agency; took an entry-level position in the insurance office. Answered phones,
issued ID cards, certificates of insurance and assisted Commercial and Personal
Lines
Account Managers in daily account maintenance requirements. Obtained PA P&C lice
nse.
Education:
Bucks County Community College Business Administration
Notre Dame H.S. 1980 graduate