Annuity Case Manager

• Apr 2023 - Present

Substitute Associate

• Sep 2022 - Present

• Substitute Building Secretary/Student Services Secretary -provide secretarial support in several school buildings -maintain student attendance records and verify absences. -answer phones promptly, screen and route calls to appropriate parties -address the needs of staff, students, and parents both in person and over the phone • Substitute Lunch/Recess Associate -supervise children during lunch and recess -address needs of students, resolve student conflicts - communicate with teachers and other staff to report student behavior trends -assist with cafeteria clean up following guidelines for sanitization Show less

Annuity Case Manager

• Sep 2014 - Dec 2016

• Responsible for annuity cases from receipt of new application through policy placement. • Screened and process applications, keeping track of new products, rate locks and rate changes. • Served as point of contact for both insurance carriers and field agents. • Created and update department procedures to increase knowledge and efficiency. • Assisted the sales and marketing team with training sessions and events. • Filed documents and keep detailed records of all correspondence. • Maintained relationships with high-producing financial advisors. Show less

Operations

• Feb 2014 - Jul 2014

• Responsible for handling commissions, updating broker licenses, and adhering to corporate tax requirements in several states. • Ran accurate annuity quotes • Reviewed documents and submit them to insurance carriers. • Secretarial tasks including filing, data entry, typing, maintaining and distributing information to brokers. • Responsible for handling commissions, updating broker licenses, and adhering to corporate tax requirements in several states. • Ran accurate annuity quotes • Reviewed documents and submit them to insurance carriers. • Secretarial tasks including filing, data entry, typing, maintaining and distributing information to brokers.

Contact Center Annuity Claims Specialist

• Aug 2012 - Feb 2014

• FINRA Series 6 Registered Representative • Represented a major financial services client • Assisted beneficiaries, attorneys, executors and third parties with fixed, index and variable annuity death claims. • Helped customer service representatives as a subject matter expert • Served as the primary contact between the processing department and the call center • Provided solutions to make claims procedures more efficient • Acted as a liaison between the customer and the compliance/legal department on complex claims situations Show less

Senior Customer Service Representative

• Jun 2006 - Aug 2012

• Provided information and problem resolution to policy holders, agents and third parties regarding fixed and index annuities. • Processed accurate transactions and provide accurate quotes & correspondence. • Utilized as a resource to train coworkers. • Extremely dedicated to the customer’s needs and their experience. • Exceeded call quality expectations • Maintained productivity within department standards in a high call volume environment • Recognized for maintaining company integrity & professionalism when handling complex issues, deescalating upset customers and finding alternative solutions. Show less

Telemarketing Sales Representative

• May 2002 - Jan 2004

• Provided life insurance promotions through outbound solicitations. • Gave clear information and answered customer questions. • Provided life insurance promotions through outbound solicitations. • Gave clear information and answered customer questions.