Experience

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  Sun Life Financial

  • One Sun Life Executive Park, Wellesley Hills, MA

  • Operations Consultant

    • Nov 2015 - Present
    • One Sun Life Executive Park, Wellesley Hills, MA

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  The BHR Life Insurance Company, Inc.

  • Leominster, MA

  • Senior Case New Business Manager and Customer Service Specialist

    • Mar 1997 - Jul 2015
    • Leominster, MA

    • Expert knowledge of new business case submission, underwriting requirements and change procedures of various national insurance companies.• Implemented 30 day turnaround time for new business application to policy inforce status.• Prepared pre-sale and inforce illustrations.• Insured and agent relations during and post-sale ensuing their needs continue to be met on timely basis.• Responsible for all post issue service including policy changes, annual schedule of insurance and problem solving.• Prepared accountant standard confirmation statements, year-end reports and executive PS58 reportable income.

• 

  Lincoln Financial Group

  • Worcester, MA

  • New Business Manager

    • 1995 - Mar 1997
    • Worcester, MA

    Regional managing office for Lincoln National Life of Fort Wayne, Indiana.• Evaluation and underwriting of life and annuity applications. • Served as a liaison between home office and agents.• Ensured company standards and service levels were maintained.• Supervised and trained junior customer service staff.

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  Bulbrook Drislane Brokerage

  • Wellesley, MA

  • Marketing, Illustrations and Underwriting

    • Apr 1986 - Sep 1994
    • Wellesley, MA

    Regional life and annuity brokerage agency for several top national insurance companies• Evaluation and promotion of new insurance products to determine appropriate market and client segments.• Designed product recommendations for insurance agents and their clients.• Prepared pre-sale illustrations and complete new business package for insurance agents to write cases. • Managed personnel and office administration including hiring and training of underwriting and support staff.