
Knowledgeable [Desired Position] with proven track record of strategic leadership and operational excellence. Successfully led cross-functional teams to drive significant business growth and spearheaded key initiatives that enhanced company performance. Demonstrated ability to innovate and adapt strategies to meet evolving market demands while fostering collaborative team environment. Corporate executive with strong track record of delivering strategic business growth and operational excellence. Skilled in leadership, financial management, and strategic planning, with deep commitment to fostering team collaboration and driving results. Adaptable and reliable, known for navigating changing environments and aligning organizational goals with performance outcomes.
Assist the Assistant Vice-President in managing and directing the activities of both internal and third party providers of corporate services at the Westchester Campus
Provide daily oversight to corporate and administrative services of, including but not limited to: mail processing; print/copy; transportation coordination; security; fitness center; conference center and dining services
Act and respond to all service requests
Perform accounts payable management and P-Card reconciliations on a daily basis
Provide input and monitoring of annual budget through monthly reporting
Conducted thorough assessments of service processes to identify areas for improvement and implement necessary changes.
Managed cross-functional teams to ensure seamless delivery of services across multiple departments.
Evaluated existing technology infrastructure and implemented upgrades as needed to support efficient service delivery and data-driven decision making.
Spearheaded process improvements that led to increased productivity without sacrificing service quality or customer satisfaction.
Created a culture of continuous learning through the establishment of regular workshops and training sessions for employees at all levels.
• Direct all Service Functions to ensure compliance with regulatory requirements and to ensure that the highest quality of service is provided;
• Provide leadership and exhibit executive abilities to guide Service Team and created an environment of service excellence;
• Assure appropriate allocation and coordination of human resources including forecasting future needs, handling complex human resource problems and making policy decisions with regard to the Service Team. Provide employee guidance and actively participate in the recruitment, hiring, development and training of employees;
• Assure that all reporting tools, including error reports, work management reports and tracking systems are used efficiently and effectively;
• Provide employee guidance and actively participate in the recruitment, hiring, development and training of employees;
• Conduct weekly staff meetings;
• Act as primary liaison to external Departments and contacts; collaborate regularly with upper management;
• Perform management functions associated with workflow improvements, technology enhancements, and development of Service goals supporting Company/IPS objectives and other short and long term strategic planning;
• Acts as representative/liaison, interacting with both NYL Departments and outside companies. Must be able to provide business information and industry trends to VPSC/IPS staff and management;
• Working knowledge of the Cyberlife system as it pertains to Variable Universal Life and Annuity products. Make continuous recommendations for system improvements.
• Supervised the Annuity Service Team of seven analysts and one claims analyst
• Evaluated annuity programs and recommended improvements
• Acted as liaison between Agents, Brokers and Third-Party Marketers
• Coordinated and conducted annuity and values training with the new Customer Service Associates
• Developed and implemented a Customer Service awareness program to NYL top annuity producers
• Responsible for all annuity service under the Annuity Migration Project
• Provided staffing recommendations to create a successful annuity team
• Implemented the Annuity Migration Project from Home Office to Cleveland Service Center without any disruption of service to clients
• Worked with OAS system as it pertained to Fixed Annuities
• Performed value analysis for NYL clients regarding their policies, i.e. cash values, loans, loan repayments, partial withdrawal, 1035 exchanges and cash surrenders
• Coordinated the tax related activity regarding life insurance policies for the Cleveland Service Center
• Served on task force that developed the Service Center Action plans for 1995 and 1996
• Attended training conferences to assist in improving Service Center Operations
• Evaluated existing policies and procedures and recommended improvements