Results-driven Manager with expertise in process improvement and staff management. Proven track record of enhancing team efficiency and fostering a strong company culture focused on employee engagement.
Overview
6
6
years of professional experience
Work History
Annuity New Business Manager
Sammons Financial Group
West Des Moines, IA
03.2025 - Current
Managed daily operations to ensure efficient workflow and resource allocation.
Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Implemented process improvements that streamlined operations and reduced downtime.
Assisted in recruitment to build team of top performers.
Annuity New Business Case Manager
Sammons Financial Group
West Des Moines, IA
07.2023 - 03.2025
Managed new business cases from initiation to approval, ensuring compliance with company policies.
Developed and maintained comprehensive tracking systems to monitor case progress and outcomes.
Trained junior team members on case management software and procedures, enhancing team efficiency.
Improved client satisfaction by effectively managing new business cases and resolving issues promptly.
Contact Center Team Lead
Athene
West Des Moines, IA
07.2022 - 07.2024
Evaluated employee performance and conveyed constructive feedback to improve skills.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
Fraud Representative
Wells Fargo
Des Moines, IA
10.2019 - 05.2022
Investigated fraudulent transactions to identify patterns and prevent losses.
Analyzed customer accounts to detect anomalies and mitigate risks effectively.
Improved customer trust through transparent communication regarding potential fraud threats and resolutions.
Director of Annuity New Business and Relationship Management at TransamericaDirector of Annuity New Business and Relationship Management at Transamerica