Experience

MassMutual Carolinas

• United States
• Financial Services
• 1 - 100 Employee

• Sales Assistant / Lead Applications Analyst

  • Jan 2019 - Present

  • Working in a financial services broker firm charlotte office. Responsible for all the aspects office administration, applications processing, IT systems interaction, data entry, client’s follow-up and executive support. • Receives and reviews new investments / insurance applications for information accuracy, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carriers / investment firms. • Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations. • Acts as a conduit for all issues associated with a case to include coordination with all parties, customers retention. • Responsible for reviewing issued insurance policy for accuracy before mailing to customers. • Good working knowledge of working with financial advisors, client needs, carriers and their applications / transactions processing intermediaries. • Work with multilingual clients to bridge the language barriers to close on applications to client satisfaction. • Follows-up with customers, advisors and FIs back office on accounts delivery requirements, including application amendments, account statements, premium collections etc., to ensure applications / transactions could be placed within specified timeframe. Show less



MetLife

• United States
• Insurance
• 700 & Above Employee

• Applications Analyst / E Assistant

  • Jun 2015 - Dec 2018

  • Worked in a financial services broker firm charlotte office. Responsible for all the aspects office administration, applications processing, IT systems interaction, data entry, client’s follow-up and executive support. • Received and reviewed new investments / insurance applications for information accuracy, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carriers / investment firms. • Orders, and reviews new investments, underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier • Conducts regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements. Show less



Portal Point Services LLC

• Co- Founder of a Small IT company / QA Professional

  • Jan 2007 - May 2015

  Co- Founder of a small business providing IT services, connecting demand to supply for freelance work. Managed all the aspects of my small business in terms of client’s follow-up, quality of work, new leads development and risk management. Performed manual quality assurance / testing - Prepared Functional/regression Test Cases/Scripts in HP Quality Center/ALM under Test Plan, Review Test Requirements, Creating Test Plans and Test Strategy documents. - Performed system, unit, acceptance, and functional testing of applications using manual testing methods. Validate, verify, communicate and drive resolution of software issues. - Involved in UAT testing in UAT environment, Prepared UAT test cases and testing estimates. - Developed test scenarios for Positive, Negative, Boundary cases, etc. - Directly Interact with Project Teams, Developers, Business Analysts and Clients for Test requirements, clarifications and Testing. - Provided daily status report, defect matrices, daily updates to lead. Show less