Experience

CreativeOne

• United States
• Financial Services
• 100 - 200 Employee

• Vice President, Operations

  • Oct 2017 - Present

  Overland Park, KS My main focus is developing and sustaining strong partnerships with our carriers and collaborating on cross-organizational strategy ensuring consistent quality through best-in-class controls and processes. Our operations team focuses on streamlining the new business process and ultimately improving the client experience while working closely with compliance, IT and marketing to ensure the service experience is exceptional. Last year our Annuity, Contracting and Life teams worked… Show more My main focus is developing and sustaining strong partnerships with our carriers and collaborating on cross-organizational strategy ensuring consistent quality through best-in-class controls and processes. Our operations team focuses on streamlining the new business process and ultimately improving the client experience while working closely with compliance, IT and marketing to ensure the service experience is exceptional. Last year our Annuity, Contracting and Life teams worked over 230,000 Service Requests, 140,000 case follow ups and processed 215,000 emails from our partners. We are currently sitting at just over 80% e-application adoption rates with cycle times of 21 days on the annuity side and 35 days on the life insurance side.

• Manager Annuity Services

  • Nov 2016 - Oct 2017

• Director, Sales Consultant

  • Apr 2014 - Nov 2016

  Topeka, Kansas Area



Aviva USA

• Insurance
• 1 - 100 Employee

• Sales Coordinator

  • Sep 2008 - Mar 2014

  Created and Administered Marketer Rewards programs with results of over 5 million in target production with 3 key distribution partners from; Build and distribute production reports identifying agents to target through same shop production for top KDPs Work directly with Department Vice President on ways to help our KDPs maintain and grow their life business. Annuity growth- Created and Administered Marketer Rewards program for 19 of our IMO’s with results of 1.02 Billion dollars… Show more Created and Administered Marketer Rewards programs with results of over 5 million in target production with 3 key distribution partners from; Build and distribute production reports identifying agents to target through same shop production for top KDPs Work directly with Department Vice President on ways to help our KDPs maintain and grow their life business. Annuity growth- Created and Administered Marketer Rewards program for 19 of our IMO’s with results of 1.02 Billion dollars in premium

• Sales Support

  • Sep 2006 - Aug 2008

  Work closely with the sales support team from main queue approvals, pending business, and in-force business. Provide support for the sales support queue. Track large cases and handle agent of record changes for IMOs.

• Sales and Distribution Intern

  • May 2006 - Aug 2006

  Work with the rollover team making calls to other financial organizations following up on the transferring of funds from the client’s account with them to Aviva. Work with the marketing organizations to track agent’s licensing across all annuity companies. Email the IMOs for transfer updates.