Brenda Collins
Charlotte,North Carolina
Summary
Agile professional with extensive experience in delivering tailored solutions that enhance business operations. Proven ability to translate growth strategies into effective systems. Creative and strategic innovator, adaptable to diverse working environments. Quick learner of new systems and products, seeking opportunities to leverage skills for professional advancement.
Overview
19
19
years of professional experience
1
1
Certification
Work History
SENIOR CORRESPONDANT ANALYST
Equitable Life Insurance
Charlotte, NC
10.2024 - 03.2025
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Used various systems and tools to complete tasks
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Reviewed case loads of withdrawals requests for 403 b Annuities
- Processed annuities withdrawal and loan requests.
- Stayed in compliance with the 403 (b) rules and regulations for withdrawals.
- Stayed up to date on new IRS rules and provisions for RMD.
- Processed withdrawals according to ERISA laws and RMD rules.
- Collaborated with cross-functional teams on projects related to analytics initiatives.
- Maintained accurate records of all data collected during analysis processes.
POLICIES & INVESTMENT SERVICES II
Equitable Life Insurance
Charlotte, NC
01.2024 - 10.2024
- Achieved cost-savings by developing functional solutions to problems.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Completed day-to-day duties accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Maintained updated knowledge through continuing education and advanced training.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked effectively in team environments to make the workplace more productive.
Client Relations Team Lead
Equitable Life Insurance, LLC
Charlotte, NC
07.2022 - 01.2024
- Worked different stations to provide optimal coverage and meet production goals.
- Managed Equivest Group Retirement Annuity (403-b) incoming letters from various sources.
- Streamlined compliance processes by implementing efficient monitoring systems and tools.
- Responsible for receiving, researching, analyzing, and writing response letters by deadline.
- Conducted an investigation and documented the findings of the originators of complaints in the database.
- Consulted with legal department and internal other departments /constituents as needed for research.
- Used various systems and tools for completing tasks.
DRIVEWISE TECHNICAL SUPPORT SPECIALIST
Allstate Insurance Co.
Charlotte, NC
08.2012 - 07.2022
- Improved customer satisfaction by efficiently resolving technical issues and providing timely support.
- Resolved 60-70 technical support inquiries per day.
- Conducted tests to identify malfunctions in hardware or software systems.
- Documented support interactions for future reference.
- Reset passwords and provided instructions on how to navigate the rewards Website for Drivewise.
- Provided remote support for a wide range of device issues.
- Walked individuals through basic troubleshooting tasks.
- Recorded and maintained relevant notes for each agents work order.
- Wrote auto endorsements and issued auto I.D. Cards.
- Supported end users with basic troubleshooting techniques such as restarting a device or resetting passwords.
CLIENT PRIVATE INVESTMENT OPERATIONS SPECIALIST
Wachovia Securities /Wells Fargo Advisors, LLC
11.2005 - 11.2011
- Delivered exceptional client service to foster long-term business relationships.
- Supported clients through business analysis, documentation, and data modeling.
- Facilitated communication between field brokers and clients.
- Provided accurate quotations for S & P 500, dividends, and account performance.
- Educated clients on RMD calculations for annual distributions.
- Executed transfers to IRA brokerages via ACATS and direct transfer systems.
- Recommended reallocations to rebalance accounts based on performance reviews.
- Collaborated with upper management to develop strategic initiatives for business growth.
Education
Certificate - Cyber Security -GRC, Cyber Security, Specializing in GRC
Better Cyber Career
San Francisco, CA03.2025
TBC - Change Management
Lake Forest Graduate School of Management
Lake Forest, IL04.2019
Bachelor of Arts - Communications; Advt.& Public Relations Writing
The City University of New York (CUNY)
New York, NYSkills
- Strategic Planning
- Type WPM 70
- Change Management Plans
- Policy Development
- Microsoft 360
- PowerPoint and Microsoft
- Professional Researcher
- Analyst
- Communication Plans
- Social Media Advertisement
- Brokerage Operation Services
- Annuity Operation Services
- Email Communications
- Problem Solving
- Attention to Details
- Technical Writing
- Regulatory Compliance
- Crisis Plans
Certification
Certified in Change Management from Lake Forest Graduate School of Management.
Timeline
SENIOR CORRESPONDANT ANALYST
Equitable Life Insurance
10.2024 - 03.2025
POLICIES & INVESTMENT SERVICES II
Equitable Life Insurance
01.2024 - 10.2024
Client Relations Team Lead
Equitable Life Insurance, LLC
07.2022 - 01.2024
DRIVEWISE TECHNICAL SUPPORT SPECIALIST
Allstate Insurance Co.
08.2012 - 07.2022
CLIENT PRIVATE INVESTMENT OPERATIONS SPECIALIST
Wachovia Securities /Wells Fargo Advisors, LLC
11.2005 - 11.2011
Certificate - Cyber Security -GRC, Cyber Security, Specializing in GRC
Better Cyber Career
TBC - Change Management
Lake Forest Graduate School of Management
Bachelor of Arts - Communications; Advt.& Public Relations Writing
The City University of New York (CUNY)