Dynamic Financial Services Manager with a proven track record at Allstate and New York Life Insurance, excelling in financial analysis and relationship management. Achieved top district sales in life and health products while delivering impactful presentations. Adept at problem-solving and fostering teamwork, driving significant improvements in client engagement and satisfaction.
Work History
Financial Services Manager
Allstate and New York Life Insurance
Built rolling prospect list from current commercial customers, referrals and sales meetings.
Counseled current customers of the institution to offer input on financial choices cross-sell products.
Conducted financial presentations before groups of up to 50 potential clients, highlighting features of different products and fielding range of questions.
Achieved top district sales in life, financial, and health products each quarter.
Senior HR Management
FedEx Express
Helped team leaders mediate employee disputes by equipping management with effective tools and handling escalated conflicts.
Implemented new strategies to improve organization's HR functionality, performance, and compliance.
Collaborated with department leaders to deliver superior HR processes.
Directed loss prevention activities, including health and safety, worker's compensation, and return to work programs.
Supported management decision-making by managing and reporting on key metrics of employee performance, benefits programs, and other HR-related information.
Kept employees and management well-informed with regular human resources bulletins.
Supervised work of 60 HR Managers throughout the country, coordinators, and administrative staff to effectively handle needs of [Number] 200,000 + employees.
Created and ensured HR organizational policies and Standard Operating
Procedures were in place, updated as needed, communicated and effectively followed.
Consulted with associates and senior leaders regularly to resolve various team-based and cross-functional issues.
Created training classes that were required for all managers and organized various training sessions, workshops, and other activities.
managers and organized various training sessions, workshops, and other activities - FMLA, ADA, HIPPA.
Contributed to implementing various initiatives across organization to generate maximum value addition towards performance improvement, employee retention, and employee welfare as well as increased human capital productivity and reduction of time lost.
Representative for the company Benefits Appeals Board which met monthly to Review employee benefits which had been denied.
Chaired the company Requests for Accommodation Board meeting monthly.
Designed and implemented rewards and recognition program through new policy that rewarded attendance.
• Coordinated and administered employee
Reward Programs to reward attendance
Skills
Problem-solving aptitude
Accomplishments
As a Senior HR manager at Fedex Express:
Helped team leaders mediate employee disputes by equipping management with effective tools and handling escalated conflicts.
Implemented new strategies to improve organization's HR functionality, performance, and compliance.
Delivered high-quality HR processes with sound decisions based on collaboration with department leaders and implementation of industry best practices.
Directed loss prevention activities, including health and safety, worker's compensation, and return to work programs.
Supported management decision-making by managing and reporting on key metrics of employee performance, benefits programs, and other HR-related information.
Kept employees and management well-informed with regular human resources bulletins.
Supervised work of 60 HR Managers throughout the country, coordinators, and administrative staff to effectively handle needs of [Number] 200,000 + employees.
Created and ensured HR organizational policies and Standard Operating Procedures were in place, updated as needed, communicated and effectively followed.
Consulted with associates and senior leaders regularly to resolve various team-based and cross-functional issues.
Created training classes that were required for all managers and organized various training sessions, workshops, and other activities - FMLA, ADA, HIPPA.
Contributed to implementing various initiatives across organization to generate maximum value addition towards performance improvement, employee retention, and employee welfare as well as increased human capital productivity and reduction of time lost.
Representative for the company Benefits Appeals Board which met monthly to review employee appeals for denial of benefits.
Chaired the company Requests for Accommodation Board meeting monthly.
Designed and implemented rewards and recognition program through new policy.
Directed loss prevention programs, including health and safety, workers compensation and Return to Work programs which were successful in reduction of lost work days and increased revenue.
Supported management decision-making by managing and reporting on key metrics of employee performance, benefits programs and other HR related information.
Supervised 60 HR Managers throughout the company, coordinators and administrative staff to effectively handle the needs of 200,000+ employees.
Created HR organizational policies, Standard Operating Procedures ensuring they were in place, updated as needed, communicated and effectively followed.
Consulted with associates and senior leadership regularly to resolve and address team based and cross functional issues.
Created required training classes for all management, workshops and other activities - FMLA, ADA, HIPPA.
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
Senior Consultant, Choice Partner Development at Allstate/American Heritage Life Insurance CompanySenior Consultant, Choice Partner Development at Allstate/American Heritage Life Insurance Company