
Versatile and detail-oriented professional with proven experience in contract management, conflict resolution, member engagement, data analysis, customer support, time-management, and more.
• Process and review annuity applications to ensure accuracy, completeness, and compliance with company and carrier requirements.
• Conduct outbound calls and send emails to insurance carriers and agents to follow up on pending business and maintain timely processing.
• Review, document, and manage service requests received via mail, fax, and email.
• Upload and distribute service forms to appropriate insurance carriers and departments.
• Verify transfer information with financial institutions to ensure accurate documentation.
• Communicate regularly with agents and internal staff regarding pending and in-force business.
• Research application discrepancies and provide timely problem resolution to maintain workflow efficiency.
• Maintain organized records while managing multiple priorities in a fast-paced environment.
• Deliver professional customer service to agents, carriers, and team members to support smooth operations.
Dean's Honor Roll
President of the Student Activities Board
AE Culture Committee Ambassador
Employee Appreciation and Recognition Team Member