Elisha M. Palladino
Franklin,MA
Summary
Insurance Professional with extensive experience in specialized roles, bringing valuable insights and practical expertise. Recognized for fostering team collaboration and consistently achieving objectives. Reliable and adaptable, with strong problem-solving and analytical skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Operations Senior Specialist, New Business Partner Relations
JOHN HANCOCK
02.2022 - Current
- Collaborate with Regional Vice Presidents to strategically assign cases to respective sales teams.
- Utilize RVP TOP tool to accurately assign Informal and Formal cases to appropriate territories ensuring optimal sales results.
- Manage Product and Marketing approvals ensuring timely releases of materials.
- Partner with the Product Manager to successfully launch new products to Wirehouses enhancing our portfolio and aligning with current market demands.
- Coordinate with the marketing team to publish up-to-date marketing materials and renew expiring pieces, maintaining consistency and compliance.
- Manage multiple inboxes efficiently prioritizing and addressing inquiries to support smooth operations.
- Liaison for elite firms to troubleshoot and resolve website issues enhancing user experience and operational reliability.
- Implement early lapse notifications to agents proactively conserving policies and improving policy retention rates.
- Collaborate with Bot teams to address and resolve automation issues facilitating smoother operational processes.
Case Manager
M Financial
05.2010 - 02.2022
- Served as a relationship manager with high-net worth clients and their advisors.
- Provided and maintained the highest level of customer service to each M Financial Firm and client via telephone.
- Coordinated various requests and inquiries by collaborating with other areas of the organization.
- Proactively reached out to firms for service inquiries and case resolution.
- Generated monthly and quarterly reports for Owners and Producers.
- Assisted with monthly call monitoring of employees and provided feedback to Management.
- Trained and mentored new employees in relation to job functions, policies, and procedures.
Estate Protection Liaison
Life Insurance Operations
10.2008 - 05.2010
- Facilitated client and advisor requests in the call center regarding life insurance policies.
- Processed in-force ledgers and verification of coverage, titles changes, and cash value statements.
- Assisted with fund transfer processing and quality control.
- Attended on-going training sessions to improve system and product knowledge.
Education
Bachelor of Arts (B.A.) - Business Management, Accounting Concentration
CURRY COLLEGE
Milton, MA05.2008
Skills
- Customer relations
- Process improvement
- Written communication
- Team collaboration
- Proficient in EDGE, Seismic, Power BI, Tableau, RVP TOP Tool
Certification
Massachusetts Notary Public
Timeline
Operations Senior Specialist, New Business Partner Relations
JOHN HANCOCK
02.2022 - Current
Case Manager
M Financial
05.2010 - 02.2022
Estate Protection Liaison
Life Insurance Operations
10.2008 - 05.2010
Bachelor of Arts (B.A.) - Business Management, Accounting Concentration
CURRY COLLEGE
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