Experience

Delaware Life Insurance Company, A Group 1001 Company

• United States
• Insurance
• 100 - 200 Employee

• Associate Director Senior Operations Key Account Manager

  • Mar 2020 - Present

  -Responsible for the ownership of multiple back-office relationships of key Distribution partners, focusing on Operations and Technology, as it relates to our complete suite of Delaware Life annuity products and services. -Ensure Distribution partner's operational requirements are being met, and that in-force and new business intermediaries have functionality to support their needs. -Actively interface with internal stakeholders, firm back offices, intermediaries and vendors, to… Show more -Responsible for the ownership of multiple back-office relationships of key Distribution partners, focusing on Operations and Technology, as it relates to our complete suite of Delaware Life annuity products and services. -Ensure Distribution partner's operational requirements are being met, and that in-force and new business intermediaries have functionality to support their needs. -Actively interface with internal stakeholders, firm back offices, intermediaries and vendors, to develop strategy, understand needs and implement plans. -Responsible for developing comprehensive strategic plans, with the required cost/benefit and impact analysis completed. Show less -Responsible for the ownership of multiple back-office relationships of key Distribution partners, focusing on Operations and Technology, as it relates to our complete suite of Delaware Life annuity products and services. -Ensure Distribution partner's operational requirements are being met, and that in-force and new business intermediaries have functionality to support their needs. -Actively interface with internal stakeholders, firm back offices, intermediaries and vendors, to… Show more -Responsible for the ownership of multiple back-office relationships of key Distribution partners, focusing on Operations and Technology, as it relates to our complete suite of Delaware Life annuity products and services. -Ensure Distribution partner's operational requirements are being met, and that in-force and new business intermediaries have functionality to support their needs. -Actively interface with internal stakeholders, firm back offices, intermediaries and vendors, to develop strategy, understand needs and implement plans. -Responsible for developing comprehensive strategic plans, with the required cost/benefit and impact analysis completed. Show less



Sun Life

• Financial Services
• 700 & Above Employee

• Business Development Sr. Consultant, Relationship Management- Employee Group Benefits U.S.

  • Oct 2011 - Mar 2020

  • Establish and maintaining deep relationships with Sun Life’s strategic partnerships through monthly planning meetings, stewardship meetings, webinar and other marketing/training opportunities • Develop and execute plans to improve strategic partner production and persistency by analyzing data through Salesforce and other reporting platforms • Effectively participate in negotiations for strategic partner marketing agreements and other compensation agreements that align with Sun Life… Show more • Establish and maintaining deep relationships with Sun Life’s strategic partnerships through monthly planning meetings, stewardship meetings, webinar and other marketing/training opportunities • Develop and execute plans to improve strategic partner production and persistency by analyzing data through Salesforce and other reporting platforms • Effectively participate in negotiations for strategic partner marketing agreements and other compensation agreements that align with Sun Life goals • Work in collaboration with Sun Life broker bonus team to execute on payment of strategic partner annual broker bonuses and marketing fee agreements. • Seek key business development opportunities with strategic partners that will help to separate Sun Life from other competitors while deepening relationships • Educate and train Sun Life sales teams on our strategic partnerships relationships, key business development opportunities, marketing agreements for each partnership

• Internal Wholesaler, Variable Annuities, Wirehouse Channel

  • Sep 2007 - Sep 2011

  • Establish and maintain ongoing relationships with Regional Vice President (RVP) with a common goal of increasing company’s share of annuity solutions. • Provide dedicated sales support and service through pro-active calling and web-based meetings to advisors in MD, DC, NY, CT and MA • Document activity in the CRM system such as appointments, sales calls, monthly call campaigns and sales opportunities. • Actively participate in the development and successful execution of the territory… Show more • Establish and maintain ongoing relationships with Regional Vice President (RVP) with a common goal of increasing company’s share of annuity solutions. • Provide dedicated sales support and service through pro-active calling and web-based meetings to advisors in MD, DC, NY, CT and MA • Document activity in the CRM system such as appointments, sales calls, monthly call campaigns and sales opportunities. • Actively participate in the development and successful execution of the territory business plan



MFS Investment Management

• United States
• Investment Management
• 700 & Above Employee

• 401K Client Coordinator

  • Apr 2005 - Jun 2007

  • Primary point of contact for assigned caseload of retirement plan clients • Built and designed 401K retirement plans for clients with under 2000 lives • Continually developed and solidified working relationships with the employers, investment advisors and TPAs. • Coordinated processing of information with the recordkeeping department personnel as needed to prepare accurate reports and statements in accordance with MFS standard turnaround time. • Acted as head contact for the… Show more • Primary point of contact for assigned caseload of retirement plan clients • Built and designed 401K retirement plans for clients with under 2000 lives • Continually developed and solidified working relationships with the employers, investment advisors and TPAs. • Coordinated processing of information with the recordkeeping department personnel as needed to prepare accurate reports and statements in accordance with MFS standard turnaround time. • Acted as head contact for the MFS/RSI 401K Customer Service Team

• Qualified Plan Representative and Client Service Representative

  • Sep 2003 - Feb 2006

  • Fielded incoming calls from brokers, shareholders, TPAs for all mutual fund and 401K retirement accounts • Processed financial and maintenance requests on an individual basis while maintaining high quality standards to enable MFS to retain and pursue new business.