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Marie Metz profile image

Marie Metz

Senior Operational Compliance And Aud... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Transamerica</span>
Intro Book
Seasoned leader with 20+ years of experience in compliance, business development, and team leadership.
  • Claim this Profile
Location
Cedar Rapids, Iowa, United States, US
Skills
  • Team Building
  • Team Leadership
  • Leadership
  • New Business Development
  • Customer Service
  • Show all
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Bio

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Topline AI
Marie Metz is a seasoned professional with 20+ years of experience in leadership, compliance, and business development. She has held various roles in quality management, new business development, and team leadership at top companies like Transamerica, TCS e-Serve International Ltd., and Tata Consultancy Services. Marie has a strong background in process improvement and customer service, with expertise in insurance and compliance.

Experience

  • Transamerica
    • Senior Operational Compliance And Audit Support
  • Transamerica
    • United States
    • Senior Operational Compliance and Audit Support
      • Sep 2023 - Present
      • United States
  • TCS e-Serve International Ltd.
    • Cedar Rapids, Iowa Area
    • Lead Compliance Analyst
      • Cedar Rapids, Iowa Area
  • TCS e-Serve International Ltd.
    • Cedar Rapids, Iowa Area
    • Senior Compliance Analyst
      • Jun 2019 - Sep 2023
      • Cedar Rapids, Iowa Area
  • Tata Consultancy Services
    • Quality Manager
      • Apr 2018 - Jun 2019
  • Transamerica
    • United States
    • Financial Services
    • 700 & Above Employee
    • Quality Assurance Supervisor
      • Sep 2015 - Apr 2018

    • New Business Supervisor
      • Apr 2014 - Sep 2015

    • Team Advisor
      • Mar 2009 - Apr 2014

      —Manage annuity business for approximately 150 top producing Financial Advisors—Responsible for team schedules to handle volume spikes & issues—Run daily SLS and weekly productivity reports on team—Run monthly stats on team—Assist with monthly 1 on 1 meetings with our team—Maintain detailed spreadsheet and ensure all systems are updated with information on over 3,200 advisors—Coordinate marketing kits and letters —Help mentor and train new team members

    • Platinum Partner
      • Jul 2002 - May 2009

      Manage annuity business for about 150 top producing Financial Advisors in the Independent Planner ChannelDevelop and foster proactive, positive relationships with brokers and facilitate the processing of their business and expedited problem resolutionWork closely with agents to identify their needs and challenges Provide extensive knowledge of products, company procedures, and annuity regulationsRespond to telephone/e-mail inquiries on any post sale questions, monitor status of business and proactively notify brokers on status of pending businessEnsure all financial transactions are handled properly and provide ongoing follow up with brokers to provide specifics for each transactionCollaborate with RVPs and Internal Wholesalers to develop and achieve sales goals

    • New Business Research Specialist
      • Mar 2000 - Jul 2002

      Handed both outgoing and incoming phone calls from agents regarding annuity policies.Called other insurance companies to obtain updates on pending transfersWorked with agents on problem resolution for good order requirements on our annuity applications and paperwork.

  • Abbe, Inc.
    • Cedar Rapids, Iowa Area
    • Accounts Receivable Specialist
      • 1994 - Mar 2000
      • Cedar Rapids, Iowa Area

Education

  • 1986 - 1988
    Kirkwood Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance and Risk Management”

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