Rss

Contact_user

Brian A

Annuity Sales Desk Service Cordinator for Major US Insurance Company

Occupation:

Insurance Sales Representative

Location:

Corona, CA

Education Level:

Bachelor

Will Relocate:

No

CollapseDescription

In addition to special project management and consulting on product, sales and service, the Distribution Relations and Logistics Coordinator is responsible for the daily coordination and correction of expedited service related issues on individual annuity contracts.

Right_template4_bottom

CollapseWork Experience

COMPANY POSITION HELD DATES WORKED

(Confidential) Distribution Relations and Logistics Coordinator 2/2008 - Present
MetLife Investors Internal Sales Associate 2/2005 - 2/2008
Right_template4_bottom

CollapseEducation

Right_template4_bottom

CollapseSocial Media

TYPE TITLE URL DESCRIPTION

Website CNN Money media url CNN Money
Website Ignites media url Fund Industry News

Right_template4_bottom

CollapseAccomplishments

Highlights:

-Identified over 100 company service procedure improvments. -Succefully trained over 80 individuals over 4 years on service best practices and back office procedures when transitioning to sales new positions. -Special project managment includes redesign of contrat statements based on corporate insight feedback resulting in the overall grade improvment from D to B. -Verified proper E&O insurance coverage for over 50 contracted firms and maintained records on lapse and renewal.

Companies I like:

Google, LPL, AXA, John Hancock, Hartford, Lincoln National, Jackson National

Left_template4_bottom

CollapseJob Skills

Left_template4_bottom

CollapseKeywords

Left_template4_bottom

CollapseResponsibilities

-Special Project Managment and Development. -Functions as the main contact point for over 180 CA sales desk telephone representitives in regard to major individual contract errors and corrections. -Expert consultant on structure, processing and service for over 200 internal and external sales persons. -Coordinates and prioritizes annuity service issues for over 100 wholesalers and territories. -Monitors and identifies negative service trends and provides feedback directly to upper management. -Coordinates service issues with multiple teams in different states. -Responsible for training new employees on back office procedures.
Left_template4_bottom