Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
References
Timeline
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Bryan Paez

West Des Moines,IA

Summary

Passionate and professional Representative leads outreach efforts, strategic direction and day-to-day function management. Proven talent at building relationships and influencing others to gain support and commitment. Excellent presentation and communication skills and comfort working in fast-paced environment.

Overview

5
5
years of professional experience

Work History

New Business Hybrid Representative

Athene
West Des Moines, IA
01.2024 - Current
  • Receives and processes requests from agents, policy owners, and third parties via incoming calls.
  • Ensures and documents the appropriate response to each question, which can range from the simple to moderately complex.
  • Formulates correspondence through various communication channels and takes initiative to be a solution seeker.
  • Identifying suitability it AML red flags.
  • Communicates with the agent contacts and sales staff to gather outstanding requirements.
  • Processes receipts and cash items into the appropriate systems.
  • Provide prompt, courteous and accurate customer services related to: funding, suitability, regulatory issues, policy issuance, policy requirements, illustrations, and customer correspondence.
  • Follows up on outstanding information and requesting return of outstanding requirements.

New Business Processor

Athene
West Des Moines, IA
09.2023 - 01.2024
  • Establishing new applications data on systems
  • Follow established procedures for processing annuity applications or annuity rollovers.
  • Evaluates incoming documents for validity and completeness, establishing application data on Athene systems and ensuring appropriate signatures have been received.
  • Issues policies in the administration system and establish how funding should be set up on each policy.
  • Monitor applications for compliance with state regulations, validating that state required forms are submitted.

IT Actuarial Specialist

Graceland University
Lamoni, IA
08.2019 - 08.2023
  • Provided guidance on best practices for using technology resources securely.
  • Managed virtual machines used for testing purposes or hosting services and applications.
  • Developed documentation related to IT policies, processes, standards.
  • Implemented backup procedures to ensure data integrity and availability.
  • Monitored network performance and identified areas for improvement.
  • Ensured Minimal Disruption and Maintained Client Trust Despite Cyber Attack
  • Active participant of the project team to ensure the best quality of the provided product.

Education

Master of Science - Data Science And Analytics

Graceland University
Lamoni, IA
08-2023

Bachelor of Arts - Accounting And Business Management

Graceland University
Lamoni, IA
05-2021

Associate of Arts - Accounting And Business Management

Ellsworth Community College
Iowa Falls, IA
05-2019

Skills

  • Python Data Analyst
  • Python - Cross Validations
  • Python - Big Data Analytics
  • RStudio - Data Management
  • Rstudio - Time Series Analysis
  • Rstudio Sentiment Analysis
  • Rstudio - Logistic Regression
  • SQL
  • Excel - Pivot Tables
  • Excel - Macros

Accomplishments

  • Athene's Benchmarking Award for 3 straight months (March, April, May)
  • Athene's Phone Quality Award for 2 straight months (March, April)
  • Leadership in coaching new hire class and Business Relationship Manager

Languages

Spanish
Native/ Bilingual

References

References available upon request.

Timeline

New Business Hybrid Representative

Athene
01.2024 - Current

New Business Processor

Athene
09.2023 - 01.2024

IT Actuarial Specialist

Graceland University
08.2019 - 08.2023

Master of Science - Data Science And Analytics

Graceland University

Bachelor of Arts - Accounting And Business Management

Graceland University

Associate of Arts - Accounting And Business Management

Ellsworth Community College

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Bryan Paez