Operations professional with 10+ years in operations. Strong problem-solving abilities and proven track record of fostering strong relationships with clients and team members.
Overview
12
12
years of professional experience
Work History
Business Operational Specialist
Zinnia
Topeka
11.2024 - Current
Guideline reviews/ making updates for licensing, new business and post issue departments.
Communicating with clients and operations to review processes/find any missing gaps in guidelines/step by steps.
Handling the escalation log and joining daily client meetings to discuss progress
Assisting with cleanup projects
Assisting with client onboarding
Specialist, Carrier Solutions
SE2 (Now Zinnia)
Topeka
06.2018 - 11.2024
Handling escalated resolution cases
Helping with cleanup projects
Tax corrections
Post issue corrective processing
Account Services Rep III
SE2 (Now Zinnia)
Topeka
06.2015 - 06.2018
Processing new business applications and performing follow ups
Apply money to contracts
Also processed withdrawals, exchanges, systematic and rush request
Client Service Specialist
SE2 (Now Zinnia)
Topeka
04.2013 - 06.2015
Processed loans, withdrawals, transfers and rollovers for 403b, IRA and 457 plans.
Education
High School -
Topeka West High School
Topeka, KS
12.2009
Skills
Customer service
Communication skills
Computer literacy
Time management
Microsoft Word and Excel
Problem solving
Adaptability
Team collaboration
Critical thinking
Process improvement
Client onboarding
References
References available upon request.
Timeline
Business Operational Specialist
Zinnia
11.2024 - Current
Specialist, Carrier Solutions
SE2 (Now Zinnia)
06.2018 - 11.2024
Account Services Rep III
SE2 (Now Zinnia)
06.2015 - 06.2018
Client Service Specialist
SE2 (Now Zinnia)
04.2013 - 06.2015
High School -
Topeka West High School
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