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Click here or scroll down to respond to this candidateCandidate's Name
Navarre, FLPHONE NUMBER AVAILABLETo whom it may concern,As a highly skilled C.O.O., former Annuity New Business Manager, Managing Director of Operations, Senior Sales Support Manager, sales support specialist, office administrator, and customer service representative, I believe I would be a resourceful, hardworking, and dependable candidate for any Operations position. I managed a team of 7+ for years, helped build a TPA from the ground up, created an entire Operations department in a startup FMO, and have worked in customer service for Street Address + years.For almost Street Address years I have efficiently maintained a functional and organized office environment while supporting numerous sales marketers and outside customers. Most recently, I have been working as C.O.O. for a third-party organization that handles all processing for a large, well known financial marketing organization. In this role I am helping to build a strong and diverse team who are capable of handling complex situations and efficiently process an increased volume of business. I work closely with our client to ensure SLAs are met and maintained, goals are kept within reach, and teams are working well together.Prior to beginning this role, I was an Annuity New Business Manager for a third-party administrator who handled all operations for a very large insurance carrier. I worked very closely with our onshore and offshore new business teams helping to streamline processes, created SOPs for the teams to follow, and ensured all SLAs were met each month. I worked closely with our clients VP of Sales as well as the entire Operations leadership team.Before moving to the TPA side, I was Managing Director of Operations for a start-up company in Woodstock, GA. I was able to help build the entire Operations department and, after about 11 months, myself and one other individual were successfully running the entire department efficiently. We handled new business, policy service, contracting, and reception. I created an entire training manual for new hires so we would have a strong team right out for the gate!From January 2020 - January 2023, I successfully managed eight direct reports who came together as one sales support team after operating as four separate teams for 10+ years. I truly enjoy working in a fast-paced environment, love problem solving and putting out fires, and am extremely capable of working well independently with little oversight. I handle requests from colleagues and clients in a timely manner and am able to manage multiple ongoing projects efficiently.I am able to:-Implement and streamline processes.-Work closely with executive leadership, sales teams, operations teams, and others within the company.-Maintain strong relationships with insurance carriers, broker dealers, agencies, FMOs, and independent insurance agents.-Think outside of the box to be sure everything runs efficiently.-Successfully manage a team and make sure they are working at their full potential.-Quickly build positive relationships with callers, clients, visitors, and my coworkers.-Manage life insurance and annuity cases which includes closely following the cases from start to finish.-Process life insurance and annuity contracts after making sure hierarchies and levels are correct.-Handle correspondence, reporting, and documents with efficiency and accuracy.-Manage calendars, keep records, and create documents that support business needs.I am experienced with Microsoft Word, Excel, PowerPoint, Office, Adobe, CRM and DriveIT, multi-line phone systems, Agency Integrator, FireLight, and can quickly learn new software as well.My resume is attached. Please feel free to reach out to me with any additional questions!Kind Regards,Candidate's Name
Candidate's Name
Navarre, FLPHONE NUMBER AVAILABLE EMAIL AVAILABLEPROFESSIONAL SUMMARY-Over 4.5 years of management/leadership experience with a team of at least 10 or more-Over thirteen years of case management experience for both life insurance and annuities-Over thirteen years of policy service/customer service experience with life insurance and annuities-Over six years of contracting/licensing experience-Over thirteen years of experience with multi-line phone systems and CRM/DriveIT databases.-Comfortability with Microsoft 365 including Outlook, Word, Excel, PowerPoint, etc.-Proven ability to continually shift priorities or activities and quickly respond to urgent requests.-Proven ability to efficiently manage a team, process business, remain organized, and adapt to new processes.-Proven ability to create SOPs, meet SLAs, and train teams as needed.-Possess excellent customer service skills with the proven ability to develop strong business relationships.-Possess extensive knowledge in bar and restaurant operations through seven years of bartending and serving.-Experience working with beer, wine, and liquor sales representatives.WORK EXPERIENCEPulse Point ManagementChief Operations OfficerRemoteMay 2024 Current-Helped create this start-up TPA from the ground up.-Assist CEO with creating SLAs and SOPs.-Implementing and streamlining processes.-Training new hires to be sure they are making the best of their potential.-Ensure SLAs are being met on a regular basis.-Regular and effective communication with our clients.-Handle high volume of escalations quickly and efficiently.-Maintain strong relationships both internally and externally.-Thinking outside of the box to create the best work environment possible.-Regular communication with my team to be sure all workloads are evenly distributed.EXL ServiceAnnuity Operations ManagerRemoteJanuary 2024 May 2024-Building strong and diverse team that will process all business for a large, very well-known insurance carrier.-Ensure SLAs are being met on a daily, weekly, monthly basis.-Handle high volume of escalations quickly and efficiently.-Work closely with our client on implementing changes if we believe it will benefit us in the short term and long term.-Maintain strong relationships with all levels of our company and our clients.-Regular communication and training with both my onshore and offshore teams as well as other teams we work closely with.-Problem solving for complex situations.-Always willing to learn new things that I can take back to my team to continue bettering them as a whole and individually.Divergent AdvisorsWoodstock, GAManaging Director of OperationsJanuary 2023 November 2023-Implement and streamline processes.-Think outside of the box to be sure everything runs efficiently.-Efficiently process and follow-up on newly submitted contracting and life insurance paperwork.-Handle the scheduling of life insurance paramedical exams, labs, and the ordering of medical records.-Process life insurance and annuity contracts after ensuring hierarchies and levels are correct-Handle all reception calls and policy service requests.-Maintain strong business relationships with our sales marketers and producers/Registered Representatives by providing industry knowledge, excellent customer service, and genuine care for growing their business.-Work closely with key contacts at over twenty-five insurance carriers to ensure that business review moves quickly.-Follow state regulations on a case-by-case basis.-Review client situations to be sure they are insurable.-Highly proficient with Word, Excel, PowerPoint, CRM, Microsoft Outlook, and other dynamic systems.-Responsible for reporting (sales reports, licensing/contracting reports, pending business reports, etc).-Order supplies for the office as requested.-Order lunches for events as requested.TruChoice Financial GroupWoodstock, GASenior Sales Support ManagerJanuary 2020 January 2023-Oversee the sales process from start to finish, including handling customer complaints and questions about products.-Manage the teams schedule to ensure that they are meeting weekly, monthly, and annual goals.-Develop new processes to assist with the efficiency of the sales process.-Motivate my team to stay on task with a positive attitude.-Always have an open line of communication with other department leads as to be sure my team can work efficiently with other teams within the company.-Regular communication with the sales team as well as other departments.-Helped process service requests.-Responsible for reporting (sales reports, lead reports, business processing reports, licensing/contracting reports, expense reports, etc).-Assign leads to wholesalers who in turn send to financial professionals.-Work closely with our carrier and vendor contacts to be sure our business is processed efficiently.Sales Support SpecialistNovember 2018 December 2019-Responsible for increasing sales of annuity products through direct contact with all producers and wholesalers.-Handling both outgoing and inbound calls, dealing with product recommendations, sales support and closing sales.-Identifying and maintaining contact with producers through follow up on product quotes, running illustrations, materials sent to write business, and thank you calls for new business received.-Identifying and resolving any potential issues and working with the appropriate people to resolve.-Providing producers with support and problem solving in all areas.-Responsible for reporting (sales reports, licensing/contracting reports, pending business reports, etc).-Maintaining close relationships with all departments, with a heavy focus on sales and operations.Optima Financial & Insurance ServicesJupiter, FLOperations SpecialistAugust 2017 October 2018-Efficiently process and follow-up on newly submitted annuity and life insurance applications.-Handle the scheduling of life insurance paramedical exams, labs, and the ordering of medical records.-Process life insurance and annuity contracts after ensuring hierarchies and levels are correct.-Maintain strong business relationships with our sales marketers and producers/Registered Representatives by providing industry knowledge, excellent customer service, and genuine care for growing their business.-Work closely with key contacts at over twenty-five insurance carriers to ensure that business review moves quickly.-Follow state regulations on a case-by-case basis.-Review client financials to ensure the proposed annuity products are suitability for the clients situations.-Responsible for pending business reports for my dedicated advisors.-Highly proficient with Word, Excel, PowerPoint, CRM, Microsoft Outlook, and other dynamic systems.GamePlan Financial Marketing, LLCWoodstock, GASuitability SpecialistMay 2015 May 2017-Review client financials to ensure the proposed annuity products are suitable for the clients objectives.-Collect supporting documents to help insurance carriers make decisions based on suitability.-Work closely with our producers and Registered Representatives to help educate them on over twenty-five insurance carriers suitability guidelines.-Handle carrier requirements and follow-up with producers as needed for additional client information.-Train receptionists and sales traffic controllers to be sure they are fully comfortable with the Cisco Attendant Console software.Manager Annuity OperationsOctober 2013 May 2015-Efficiently process and follow-up on newly submitted annuity business application.-Maintain strong business relationships with our sales marketers and producers/Registered Representatives by providing industry knowledge, excellent customer service, and genuine care for growing their business.-Work closely with key contacts at over twenty-five insurance carriers to ensure that business review moves quickly.-Follow state regulations on a case-by-case basis.-Review client financials to ensure the proposed annuity products are suitability for the clients situations.-Highly proficient with Word, Excel, PowerPoint, CRM, Microsoft Outlook, and other dynamic systems.Sales Traffic ControllerMay 2012 October 2013-Quickly and efficiently answered and transferred over four hundred calls per day.-Reviewed and mailed life insurance policies to independent agents.-Daily handling of USPS, UPS, and FedEx deliveries which included but was not limited to: annuity applications, life insurance applications, large checks, commission statements, etc.-Worked with over 15 insurance carriers each day which included scanning and submitting annuity applications and requirements via web upload/fax/email.-Planned and coordinated lunches/events for the company as well as setting up and cleaning up for agent visits.-Sent gifts (flowers, cookies, baskets, etc) to employees and producers after life changing events.Raffertys Restaurant and BarKennesaw, GAServer/BartenderOctober 2005 June 2012-Provided excellent patron experience through superior customer service, evidence by a high number of regular patrons requesting to sit with me.-Trained new staff members, delegated work, enforced policies, and ensured that assigned tasks are completed.-Opened and closed the restaurant with limited supervision.-Dealt with numerous cash registers, computers, and money on a daily basis.-Answered telephones in a timely manner to assist with take-out orders, reservations, and complaints.EDUCATIONCarlton J. Kell High School2003 2007Graduated May 2007 with HOPE scholarship (3.0+ GPA)Kennesaw State University2007 2012Major Concentration: Communications/Public RelationsHours Completed: 60+REFRENCES AVAILABLERespectfully submitted,Candidate's Name |
