Experience

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  The Cowles Group

  • Rockport, Massachusetts, United States

  • Senior Vice President Administration

    • Apr 2014 - Present
    • Rockport, Massachusetts, United States

    • Manage enrollments of new life insurance plans sold, utilizing technology to pre-fill paperwork information, which increased efficiency of enrollment meetings for clients.• Handle payroll, benefits, and bookkeeping using QuickBooks software.• Coordinate office functions, including IT issues with outsourced provider.• Manage onboarding of new clients.• Send e-mails via Constant Contact for marketing, plan administration, and enrollment.• Facilitating money movements in clients accounts.• Update and maintain CRM database.• Work on quarter end client reporting.The Cowles Group of NH LLC (Cowles) is a Registered Investment Advisor (“RIA”) located in the State of New Hampshire. Cowles provides investment advisory services and related services for clients nationally. Cowles will maintain all applicable registration and licenses as required by the various states in which Cowles conducts business, as applicable. Cowles renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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  NFP Corporate Services (NY)

  • Boston. MA

  • Account Executive

    • Dec 2012 - Apr 2014
    • Boston. MA

    • Managed enrollments of existing life insurance plans, sold to maximize process efficiency for clients.• Assembled applicable paperwork and underwriting requirements.• Transitioned existing database to Salesforce.• Serviced annuity and life insurance business with carriers.• Processed new business from start to finish after case sold, and attended client meetings.

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  Bay Colony Partners

  • Woburn, MA

  • Director of Administration

    • Oct 2006 - Aug 2012
    • Woburn, MA

    • Innovated management of new life insurance plans sold utilizing technology.• Managed one employee, and handled payroll, benefits, and bookkeeping (using QuickBooks software).• Organized and worked with various vendors to move to new office.• Coordinated IT issues with outsourced provider.• Reduced office expenses, and coordinated office functions.• Processed annuity new business and serviced annuity and life insurance business with carriers.

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  Gentry Partners

  • Boston, MA

  • Life Operations Manager, Administration

    • Sep 2005 - May 2006
    • Boston, MA

    • Managed 6 case managers, 2 administrative staff, and 1 commission employee for life brokerage agency servicing 100+ brokers with 30 different carriers.• Negotiated with insurance carriers on clients’ behalf regarding policy issues.• Recruited broker who wrote $450K first-year premium.• Saved company $8K for annual meeting event due to convincing carrier to carry cost.

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  USI Executive & Professional Benefits

  • United States
  • Insurance
  • 700 & Above Employee

  • Senior Vice President, Administration

    • Jul 1993 - Sep 2005

    • Managed 11-person staff servicing 300+ organizations (including bank and hospital CEOs and senior managers) with life, annuity, and disability plans. • Directed administrative and business support functions.• Planned and decided strategic business issues as member of USI Executive Committee (consisting of CEO and senior division managers).• Named 2002 Director of the Year by General Management Committee.• Cultivated solid client relationships, and fostered strong working relationships between Administration and Design Departments, increasing workplace harmony and efficiency.• Incorporated scanning technology in creating nearly paperless system that reduced documentation handling 40%, which greatly simplified archiving requirements.• Improved database access to client accounts in providing more efficient services and easily generating management’s business and activity reports.• Re-engineered new policy implementation process that expedited revenue generation.• Organized division employee training, and designed and delivered materials.• Negotiated with insurance carriers for clients to obtain guideline exceptions to reinstate their policies.• Developed and implemented online multi-life enrollment system that decreased enrollment time from weeks to a few days, and streamlined enrollment process.• Organized the “get-to-know-your-client” segment at monthly employee meetings.• Presented at offsite meetings to ~40 Producers and Life Insurance carrier personnel on current administration issues.CONTINUED IN NEXT ENTRY

  • Senior Vice President, Administration

    • Jul 1993 - Sep 2005

    CONTINUED FROM PREVIOUS ENTRY• As Senior Administrative Officer:o Serviced 120+ client organizations and accounts, each containing 1 to 100 executive-level life insurance participants, and enrolled clients into financial benefits plans.o Saved client ~$10K by convincing life insurance carrier that policy’s surrender value was incorrect, which forced carrier to modify handling of future policy surrenders.o Managed various projects that helped department service clients more efficiently.o Collaborated on development of client annual reports, educated clients and financial advisors on plans, and established alliances with life insurance carriers to provide additional operational support.• Hired as Senior Administrative Officer (July 1993), and promoted to Senior Vice President, Administration (February 1998).

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  Ellison Agency

  • Saugus, MA

  • Policy Service Administrator

    • Nov 1988 - Jun 1993
    • Saugus, MA

    • Hired, trained, and supervised 2 employees administering annuities, life, and disability insurance.• Serviced thousands of accounts: policy changes, addressing questions and problems, coverage, conversions, and management of death claims.• Coordinated implementation of policies, changes, and conversions, and liaised between agents and life insurance company home office.• Increased customer service quality and improved staff productivity by organizing policy processing workflow.