CHRISTIE STIFFLER
Sylvania,OH
Summary
I started my New York Life Career at the Northern Ohio General Office in 1997. I have a deep understanding of the inner workings of the General Office. Currently I am the Field Service Leader of the Toledo General Office. Leading all New Business Functions, Agent On-boarding, Accounting Functions, Monthly Reports, and the Day to Day Operations of the General Office. South Central Zone Workshare Team Lead. Winner of the Service Superstar Award 2017 & 2021.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Field Service Leader
New York Life Insurance Co
05.2019 - Current
- Responsible for General Office operations and staff development including life new business functions, agent contract and license support, staff recruitment and development and overall customer service. Acts as a mentor and trainer to lower level processors. Responsible for development and performance of direct reports as well as Service staff at large.
- Lead the service provided to Agents, Agency Management and customers in the day-to-day operations of the General Office.
- Lead the processing of Life new business in the General Office including all related accounting functions.
- Lead the processing of Agent contracts and licensing functions including all related agent set up activities.
- Participate in GO Management meetings including Weekly and Monthly Planning meetings, Annual Plan and Agency meetings. Prepare required G.O. reports for Zone, Home Office and local Agency Management.
- Conducts training of new and established agents and their staff related to new business and agent compensation and benefits, recruiting, retention and recognition programs as well as Agent compensation and benefit programs.
- Conduct individual performance review and planning sessions with G.O. staff members including formal performance Management meetings and forms. Prepare and conduct G.O. staff development functions including training and staff assignment schedules, staff deployment, staff meetings, employee relations and attendance issues.
- Lead financial functions within GO operations including local expenses, Agency programs. Agent ledger debit programs.
- Individual is responsible to follow company guidelines and established regulatory procedures
Senior Specialist
New York Life Northern Ohio General Office
04.1997 - 05.2019
- Overseeing all New Business, Agent On-boarding, Accounting Functions, Zone Monthly Reports, and the Day to Day Workflow of the General Office
- I directly work with all agents and staff members, to acclimate them to NYL systems and operations of the General Office.
Senior Representative
New York Life Northern Ohio General Office
12.2007 - 08.2014
- Overseeing all New Business, Agent On-boarding, Accounting Functions, Zone Monthly Reports, and the Day to Day Workflow of the General Office
- I directly work with all agents and staff members, to acclimate them to NYL systems and operations of the General Office.
GO Service Associate I, II, III
New York Life Northern Ohio General Office
04.1997 - 12.2007
- Overseeing all New Business, Agent On-boarding, Accounting Functions, Zone Monthly Reports, and the Day to Day Workflow of the General Office
- I directly work with all agents and staff members, to acclimate them to NYL systems and operations of the General Office.
Accounts Payable/Receivable Professional
Smythe Cramer Real Estate
- Operate computers programmed with accounting software to record, store, and analyze information
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper accounting codes
- Perform personal bookkeeping services
- Accounts payable/Accounts Receivable
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
- Calculate and prepare checks for utilities, taxes, and other payments
- Property Management Invoices
- Prepare and process Commission Payroll information
- Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, principal and escrow
- Perform general office duties such as filing, answering telephones, and handling routine correspondence.
Customer Service Representative
Maniaci Enterprises
09.1991 - 04.1993
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced
- Maintain scheduling and event calendars for office personnel
- Establish work procedures or schedules and keep track of the daily work of clerical staff
- Order and dispense office and service supplies
- Supervise other clerical staff and provide training and orientation to new staff
- Scheduling appointments
- Hear and resolve complaints from customers or the public
- File and maintain sales and maintenance records
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
Department Manager/Cashier
Pat Catans Craft Store
- Receive payment by cash, check, credit cards, vouchers, or automatic debits
- Issue receipts, refunds, credits, or change due to customers
- Refunding money, or adjusting bills
- Analyze inventories to determine how to increase inventory turns, and reduce waste
- Manage Floral Department
- Prepare orders for supplies, and equipment.
Education
High School Diploma -
Brunswick High School
Brunswick, OH06.1991
Marketing & Management Certificate -
Brunswick Vocational
Brunswick, OHSkills
Leading New Business and Agent Onboarding: Facilitating the integration of new agents and ensuring smooth transitions
Accounting Production and Processing: Managing financial records and transactions efficiently
Administration and Management: Overseeing administrative tasks and organizational operations
Complex Problem Solving: Tackling intricate challenges and finding effective solutions
Mentoring Associates and Field Service Leaders: Guiding and supporting team members
Monitoring and Managing Day-to-Day Workflow of the General Office: Ensuring efficient office operations
Judgment and Decision Making: Making informed choices based on critical analysis
Time Management: Efficiently allocating time and resources
Strategic Planning Skills: Developing long-term plans to achieve organizational goals
Staff Development, Scheduling & Training: Nurturing employee growth and optimizing schedules
Service Orientation: Focusing on providing excellent service to clients and colleagues
Quality Control Analysis: Ensuring high standards in processes and outcomes
Collaborating Closely with Agency/Zone Management: Working closely with leadership to achieve objectives
Certification
- SIE
- Series 99
- Loma Certificates:
- FLMI
- ACS
- ALMI
- AIRC
- ARA
- CEE
- RCE
Timeline
Field Service Leader
New York Life Insurance Co
05.2019 - Current
Senior Representative
New York Life Northern Ohio General Office
12.2007 - 08.2014
Senior Specialist
New York Life Northern Ohio General Office
04.1997 - 05.2019
GO Service Associate I, II, III
New York Life Northern Ohio General Office
04.1997 - 12.2007
Customer Service Representative
Maniaci Enterprises
09.1991 - 04.1993
Accounts Payable/Receivable Professional
Smythe Cramer Real Estate
Department Manager/Cashier
Pat Catans Craft Store
High School Diploma -
Brunswick High School
Marketing & Management Certificate -
Brunswick Vocational
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