Experience

Third Coast Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Life & Disability Coordinator

  • Aug 2019 - Present



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• New Business Team Lead

  • Jul 2016 - Aug 2019

  Liason between rep and underwriter Relationship building with reps Customer service Supervise New Business Analyst Distribution of daily work Process Free Look paperwork Weekly Agency Reports Coordinate training Agency Office Cashiering (AOC) IGO/NIGO reports Assist with escalated issues/Underwriting Track Policy Delivery Team meeting Assist with meeting and exceeding sales goals Liason between rep and underwriter Relationship building with reps Customer service Supervise New Business Analyst Distribution of daily work Process Free Look paperwork Weekly Agency Reports Coordinate training Agency Office Cashiering (AOC) IGO/NIGO reports Assist with escalated issues/Underwriting Track Policy Delivery Team meeting Assist with meeting and exceeding sales goals



MetLife

• United States
• Insurance
• 700 & Above Employee

• Team Lead

  • Jun 2014 - Jul 2016

  Supervise New Business AnalystDistribution of daily workProcess Free Look paperworkWeekly Agency ReportsCoordinate trainingAgency Office Cashiering (AOC)IGO/NIGO reportsAssist with escalated issues/UnderwritingTrack Policy Delivery

• Account Representative

  • Oct 2013 - Jun 2014

  Daily Reports -Bill Remit compare, payments applied, payments overpaid, retro respreads and HUB. Review bills for possible overpayments/reversals before they are sent to each client.Reverse payments for any overpayments received from clients.Manually process time sensitive transaction errors that range anywhere from 10 to 2500 lines of coverage.Special projects

• New Business Analyst

  • Dec 2002 - Oct 2013

  Track new business cases and provide support for 135 Financial Service RepsData entry -enter new business apps including: Life, Disability, Annuities & BrokerageExceptional customer service Quality Assure new apps Order medical records for clients Trainer Reports for over 90 Sales Reps Acts as a liaison for agents and underwriters through the underwriting processProcess death claims, loans, surrendersIn charge of meetings and presentations Mutual fund trading via NetX360Software: Switch Board, Power Point, MS Word, MS Excel, Imaging, E New Business, E Service, Customer cross reference, PLI Quote, MSI, EMMA, Lotus notes. Show less

• Customer Service

  • Oct 2000 - Dec 2002

  Greeted customers,Processed Death Claims, Loans, and Cash Surrenders. Ordered suuplies for the office, sorted mail. Full Administrative duties