Derek Chinich

Manager Life and Annuities Customer Care Operations at Nassau (Formerly Foresters Financial)
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Contact Information
us****@****om
(386) 825-5501
Location
Edison, New Jersey, United States, JE
Languages
  • Spanish -

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Credentials

  • Underwriting Life & Health Insurance Certificate
    LOMA
    Sep, 2019
    - Nov, 2024
  • Fellow, Life Management Institute
    LOMA
    Apr, 2017
    - Nov, 2024
  • Series 6
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2013
    - Nov, 2024

Experience

  • Nassau Financial Group
    • United States
    • Insurance
    • 200 - 300 Employee
    • Manager Life and Annuities Customer Care Operations
      • Jul 2020 - Present

      Responsible for management of Inforce Services Department in addition to developing and driving more strategic initiatives to enhance overall service model. Handle management of service levels, employee development, training, employee performance and quality, evolution and maintenance of controls, and continuous process improvement to support service experience. Provide ongoing daily support to team members for escalations including technical advice on products and processes.

    • Service Specialist
      • Apr 2019 - Jul 2020

      Assist Customer Service Representatives (CSRs) by ensuring inquiries received from clients and representatives are responded to accurately, timely and in a professional manner. Expedite complex inquiries to ensure timely research and response. Provide ongoing mentoring and training to CSRs to improve service. Independently manage and step in as Department Lead when the need arises.

    • Priority Service Representative
      • Jul 2017 - Apr 2019

      Answer inbound priority calls to top 75 financial representatives regarding all aspects of doing business with Foresters Financial activities. Provide the highest level of customer service and facilitate all actions necessary including research and follow up to positively satisfy representative needs. Process all operations financial transactions.

    • Customer Service Representative
      • Aug 2013 - Jul 2017

      Respond to inquiries and prepare correspondence for customers and representatives; process loans, surrenders, ownership changes, illustrations, 1099s, premium payments, assignments, and fund reallocations for life insurance policies and annuities; maintain privacy of customer personal information and compliance with industry regulations.

  • Papa Johns
    • United States
    • 400 - 500 Employee
    • Manager
      • Jul 2011 - Nov 2013

      Manage in-store business and coordinate/motivate employees; execute cash management duties with POS and Shift Reports; management of adequate inventory levels using the company’s systems and guidelines; employee payroll and interviewing duties; data entry of employee information and sales statistics into computer system. Manage in-store business and coordinate/motivate employees; execute cash management duties with POS and Shift Reports; management of adequate inventory levels using the company’s systems and guidelines; employee payroll and interviewing duties; data entry of employee information and sales statistics into computer system.

  • JK Group
    • Plainsboro, NJ
    • Data Entry Operator
      • May 2013 - Aug 2013

      Archive entire company database in easy-to-access file; maintain information on procedures and charity programs of over 500 client companies; interview clients to ensure accuracy of information in the database; train employees in using reorganized database to administer client charity programs. Archive entire company database in easy-to-access file; maintain information on procedures and charity programs of over 500 client companies; interview clients to ensure accuracy of information in the database; train employees in using reorganized database to administer client charity programs.

  • Grassroots Campaigns
    • Political Organizations
    • 100 - 200 Employee
    • Campaign Manager
      • May 2010 - Nov 2010

      Assist Human Rights Campaign its fundraising goals; train, coordinate, and motivate student fundraisers; conduct database management and statistical analysis; monitor success for a goal-oriented team. Assist Human Rights Campaign its fundraising goals; train, coordinate, and motivate student fundraisers; conduct database management and statistical analysis; monitor success for a goal-oriented team.

  • Vassar College
    • United States
    • Higher Education
    • 700 & Above Employee
    • Campus Patrol Supervisor
      • Sep 2007 - May 2010

      Protect the safety and security of the Vassar College community; coordinate over 50 student patrollers; incident resolution, including vandalism, physical and sexual assaults, trespassing, and burglaries, maintenance of confidentiality. Responsible for employee payroll, scheduling and interviewing applicants.

    • Help Desk Supervisor
      • May 2007 - Sep 2007

      Provide technical support to faculty, staff, and students of Vassar College; assist the community with issues related to the hardware and software supported on campus; answer phones; direct trouble tickets to the appropriate party for a variety of issues.

Education

  • Vassar College
    Bachelor's degree, Political Science
  • SIT Mexico: Grassroots Development and Social Change
    2007 - 2007

Community

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