Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Emiliano Reyna

Summary

Personable and analytical, with solid foundation in regulatory compliance and customer service. Knowledgeable about various life insurance products and processes. Adept at fostering collaborative environments and driving compliance initiatives. Demonstrates reliability, high learning agility, and proactive involvement in supporting operational efficiency.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Replacement Compliance Analyst

COUNTRY Financial
05.2024 - Current
  • Served as a subject matter expert on life replacements, conversions, GIO, and New Business matters, providing guidance and support to colleagues across various life insurance departments.
  • Tasked with completing Suitability reviews of life replacements to ensure life insurance needs of clients are being met.
  • Working on creating and maintaining up to date department procedures, audits, and training to ensure compliance with applicable regulations and company guidelines.
  • Establishes a feedback loop with frontline staff and management to implement improvements and advise on best practices for enhanced operational efficiency.

Life New Business Associate

COUNTRY Financial
03.2023 - 05.2024
  • Processed new business life insurance applications. Specialized in requests related to Guaranteed Insurance Options (GIO), Conversions, & Replacements.
  • Examined life insurance applications, state required documents, policy change requests to ensure agency partners are adhering to compliance standards.
  • Gained proficiency in both legacy and modern company systems.
  • Assumed primary responsibility for addressing inefficiencies and outdated processes by updating the department's procedure documentation as needed.

Customer Service Representative

COUNTRY Financial
08.2021 - 03.2023
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Assumed Tier 3 role resulting in broadened scope of work such as life insurance, senior line, retirement investment services, and eServices support.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Tasked with training and mentorship responsibilities for incoming new hires.

Crew Member

Trader Joe's
07.2016 - 07.2021
  • Responsible for inventory management including order writing and maintaining supply of all snack, dried fruit and nut items
  • In-depth knowledge and attention to detail led to additional role as trainer for all new hires
  • As cashier, processed customer transactions, including checks, cash and credit purchases or refunds
  • Worked all shifts to meet customer and company needs.

Education

Bachelor's of Applied Sciences - International Business

North Seattle College
Seattle, WA
06.2023

Skills

  • 4 Years of Customer Service Training
  • Team Oriented Worker
  • Public Speaking
  • Excellent Communication Skills
  • Quick Learner
  • Strong Work Ethic
  • Compliance Understanding
  • Operational Efficiency Support
  • Subject Matter Expert
  • Attention to Detail

Certification

Associate in Insurance (AINS), The Institutes


Currently enrolled in Fellow Life Management Institute (FLMI), Life Office Management Association

Timeline

Replacement Compliance Analyst

COUNTRY Financial
05.2024 - Current

Life New Business Associate

COUNTRY Financial
03.2023 - 05.2024

Customer Service Representative

COUNTRY Financial
08.2021 - 03.2023

Crew Member

Trader Joe's
07.2016 - 07.2021

Bachelor's of Applied Sciences - International Business

North Seattle College

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Emiliano Reyna