Experience

Athene

• United States
• Financial Services
• 700 & Above Employee

• New Business Team Lead

  • Apr 2023 - Present

• New Business Reporting Advanced Specialist

  • Jan 2022 - Apr 2023

  • Primary resource to request, monitor and analyze reports for the New Business team• Research and analyze data surrounding top requirements and business timings to compile and present findings to interested parties within New Business• Monitor multiple daily reports as part of overall control process• Act as liaison between New Business and Management Information to communicate reporting needs• Perform User Acceptance Testing for new reports created by Management Information team, or updates made to reports by Management Information team• Prioritize report requests from multiple business partners to ensure reports are created or updated in the appropriate priority order• Create and maintain Confluence page to house report job aids, track report volumes, and visualize open report requests and their statuses Show less



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Business Coordinator II

  • Apr 2020 - Jan 2022

  •Analyze, define, research, develop, implement, and communicate solutions relating to business systems•Provide technical expertise on assigned topics and projects centering on product and system knowledge•Monitor daily reports to identify, research, and solve problems as they arise•Communicate and collaborate with business partners via JIRA and SharePoint•Provide coaching, mentoring, and training to teammates and internal customers•Handle multiple priorities in a changing environment•Troubleshoot issues with Automated BOT used to process withdrawal transactions•Maintain department-wide SharePoint site Show less

• Annuity Technician III

  • Jun 2019 - Apr 2020

  •Researched and handled escalated cases from internal business partners•Provided coaching, mentoring, and training through peer training and on the job coaching•Designed and implemented training tools and processing aids•Consulted with Learning and Development team regarding procedure updates, communications, and trainings•Facilitated product specific training for teammates

• Annuity Technician II

  • Mar 2018 - Jun 2019

  •Provided coaching, mentoring, and training through peer training and on the job coaching•Prioritized, triaged, and processed incoming new business cases•Cross-trained across multiple skill sets and product types•Assisted in developing business rules processing aid for immediate new business

• Annuity Technician I

  • Oct 2016 - Mar 2018

  •Prioritized, triaged, and processed incoming new business cases•Cross-trained across multiple skill sets and product types•Assisted in developing business rules processing aid for immediate new business