Occupation:Insurance Sales Representative |
Location:Corona, CA |
Education Level:Bachelor |
Will Relocate:No |
Description
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.
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Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Distribution Relations and Logistics Coordinator | 2/2008 - Present |
MetLife Investors | Internal Sales Associate | 2/2005 - 2/2008 |
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Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
California State University Fullerton | Communications | 2001 | Bachelor Degree |
Mira Mesa High School | GE | 1994 | High School/GED Degree |
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Social Media
TYPE | TITLE | URL | DESCRIPTION |
---|---|---|---|
Website | CNN Money | media url | CNN Money |
Website | Ignites | media url | Fund Industry News |
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Accomplishments
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
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Job Skills
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Keywords
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Responsibilities
-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.
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