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
-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.