Alysea Samenski
Apollo Beach
Summary
Professional with strong background in driving new business initiatives and fostering client relationships. Adept at identifying growth opportunities, managing client portfolios, and executing strategic plans. Known for collaborative team efforts and adaptability to evolving business needs. Skilled in market analysis, sales strategies, and communication, ensuring impactful contributions to organizational success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
New Business Associate
Walser Wealth Management
02.2024 - Current
- Facilitated seamless client onboarding by managing end-to-end new business processes, ensuring timely and accurate application submission.
- Processed risk management product applications with precision, leveraging in-depth knowledge of insurance and investment compliance standards.
- Utilized FireLight to complete electronic applications efficiently and in accordance with firm and regulatory requirements.
- Handled ACAT (Automated Customer Account Transfer) requests and onboarding of AUM accounts, ensuring accurate transfer and allocation of client assets.
- Collaborated with internal teams and advisors to resolve application issues, discrepancies, and ensure a positive client onboarding experience.
- Maintained detailed records and tracked progress to support transparency and accountability in the onboarding pipeline.
Life Insurance Case Manager
Transamerica
06.2023 - 02.2024
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
- Collaborated with agents and brokers on policy delivery requirements
Supervisor of New Business Operations
Crump Life Insurance
06.2021 - 06.2023
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
- Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
Case Manager
Crump Life Insurance
06.2019 - 06.2021
- Reviewed new insurance applications for complete and accurate information
- Conducted regular follow-up on all outstanding underwriting requirements
- Organized and prioritized workload to ensure cases were processed, issued and placed in force in a timely manner
- Ensured frequent communication with the advisors
- Maintained internal processing database to document work activity and community on all assigned cases
Education
High School Diploma -
Kenwood High School
Baltimore, MDSkills
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Customer satisfaction
- Organizational skills
- Excellent communication
- Reliability
Certification
FL 2-15
Timeline
New Business Associate
Walser Wealth Management
02.2024 - Current
Life Insurance Case Manager
Transamerica
06.2023 - 02.2024
Supervisor of New Business Operations
Crump Life Insurance
06.2021 - 06.2023
Case Manager
Crump Life Insurance
06.2019 - 06.2021
High School Diploma -
Kenwood High School
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
LESLIE MCCORMICKLESLIE MCCORMICK
Registered Nurse at HCA Brandon Regional HospitalRegistered Nurse at HCA Brandon Regional Hospital
Noah MeintzerNoah Meintzer
Assembly Line Worker at Lear CorporationAssembly Line Worker at Lear Corporation