Experience

Henderson Association Management

• United States
• Real Estate
• 1 - 100 Employee

• Manger of Shared Services

  • Nov 2020 - Present



MetLife

• United States
• Insurance
• 700 & Above Employee

• ANNUITY PAYMENT TEAM LEAD

  • Aug 2016 - Jun 2021

  Directed and empowered a high-performing team of 17 professionals, fostering a culture of excellence and consistently exceeding targets while upholding superior service levelsStrategically communicated and actioned trends and actionable recommendations to senior executives, driving continuous improvement in departmental efficiency and productivityChampioned a culture of quality by conducting rigorous monthly reviews, ensuring consistency and excellence in work output across the team

• ANNUITY PAYMENT PROCESSOR

  • Apr 2014 - Aug 2016

  Manage high-level caseload of 1,500 claim requests monthly, valuing $45M in potential monthly payouts, utilizing various applicationsEnsures meticulous compliance with federal, state, and company policies, procedures, and regulations by facilitating comprehensive quality reviews for diverse annuity applicationsDemonstrates expertise in executing intricate calculations-based policy provisions, including age adjustments for claims and settlement adjustments when requiredProficiently handles a wide array of client requests, encompassing asset transfers, address updates, full/partial withdrawals, investment strategies, fund transfers, stop/reissues, forfeitures, and the timely mailing of perspectives Show less

• SR. CUSTOMER SERVICE REP

  • Nov 2009 - Apr 2014