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Skills

  • Account management
  • Life insurance
  • Compliance with state regulations
  • Cross-functional team leadership
  • Process improvement
  • Underwriting and adjustments
  • Business development strategies
  • Contract Negotiation with Carriers
  • Health insurance
  • Data entry

Work Experiences

  • Achieved recognition as Employee of the Year in 2019.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved a 55% reduction in administrative fees for clients.
  • Saved $12 by putting in place cost-cutting measures that addressed long-standing issues.
  • Collaborated with internal teams to develop customized annuity solutions resulting in a 76% uplift in client referrals.
  • Collaborated with IT to develop internal tools for tracking and forecasting annuity sales performance, boosting data accuracy by 26%.
  • Aligned recommendations with retirement goals.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Aligned products with retirement goals.
  • Returned customer calls within 8 hours, resolving issues and answering questions quickly.

Summaries

  • Achieved a 51% uplift in client referrals.
  • Adept at fostering long-term relationships.
  • Aligned solutions with retirement objectives.
  • Automated processing to reduce time by 85%.
  • Accomplished Annuity Specialist with a proven aptitude for streamlining processes, reducing submission errors by 67% while enhancing the client experience.
  • Achieved successful annuity portfolio growth.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Accomplished Annuity Specialist.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Within Miscellaneous, senior Annuity Specialist and outstanding performer in cross-functional collaboration and data analysis.

Accomplishments

  • Developed an annuity lifecycle management strategy that improved the customer loyalty rate by 68% within the first 2019 of implementation.
  • Established a streamlined risk assessment model while working closely with actuaries, reducing annuity risk exposure by 71% points.
  • Monitored key financial trends and market risks impacting annuity portfolios, adjusting allocation decisions that netted a 60% higher return for clients.
  • Successfully advocated for a client-first restructuring of product offerings, increasing retention by simplifying product tiers and increasing annuity option awareness.
  • Collaborated with actuary teams to implement long-term liability strategies for deferred annuities, resulting in projected savings of $114,000.
  • Resolved product issue through consumer testing.
  • Designed and launched a customer feedback loop that continually improved client-focused annuity solutions, achieving a 67% improvement in overall Net Promoter Scores.
  • Authored financial bulletins and market review updates focusing on annuity product performance, directly impacting client investment decisions totaling $50,000 in inflows.
  • Developed and implemented customized annuity solutions that increased overall client satisfaction scores by 29%.
  • Collaborated with wealth management team on cross-selling opportunities, leading to an increase in annuity sales totaling $133,000 within metric.

Affiliations

  • Financial Industry Regulatory Authority (FINRA)
  • National Association of Social Workers
  • National Association for Variable Annuities (NAVA)
  • Million Dollar Round Table (MDRT)
  • International Council of Nurses
  • Association for Supply Chain Management (APICS)
  • Certified Retirement Financial Advisor (CRFA)
  • Chartered Life Underwriter (CLU) Designation
  • Insurance and Risk Management Professional Society
  • American Society of Safety Professionals

Certifications

  • Certified Annuity Specialist (CAS)
  • Certified Public Accountant (CPA)
  • Google Certified Professional Cloud Architect
  • Life Underwriter Training Council Fellow (LUTCF)
  • Certified Business Analysis Professional (CBAP)
  • Financial Industry Regulatory Authority (FINRA) Series 6 License
  • Associate, Customer Service (ACS)
  • Cisco Certified Network Associate (CCNA)
  • National Social Security Advisor (NSSA)
  • Certified Investment Management Analyst (CIMA)

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