Haley Dunlea
Enfield
Summary
Insurance operations and client service professional with extensive experience supporting life insurance underwriting, policy delivery, case management, and financial services operations. Army veteran recognized for leadership, communication, organization, and the ability to manage high-volume workflows in fast-paced environments. Experienced working alongside advisors, underwriting teams, carriers, and operations departments to coordinate complex life insurance cases involving underwriting requirements, policy servicing, premium funding strategies, illustrations, and client communications. Strong understanding of the life insurance application and underwriting process, including accelerated workflows, medical requirements, policy delivery, and operational support. Known for professionalism, adaptability, attention to detail, and building strong working relationships across internal teams and external partners.
Foundational knowledge in Business Administration and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Case Management & Insurance Operations
Mahoney & Associates / New York Life Affiliates
Massachusetts
01.2023 - Current
- Coordinate underwriting, policy delivery, and service operations for life insurance clients.
- Serve as liaison between clients, financial professionals, underwriting teams, carriers, and operations departments.
- Coordinate underwriting requirements including medical exams, APS follow-up, e-signatures, and policy delivery.
- Prepare client communications, policy summaries, and financial illustrations.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
Financial Representative
Northwestern Mutual
Springfield, MA
02.2023 - 07.2023
- Built and maintained client relationships through networking and financial education.
- Educated clients on insurance and financial planning strategies using illustrations and reporting tools.
- Presented recommendations aligned with client protection and financial goals.
- Coordinated with cross-functional teams to align client objectives with available financial products.
Assistant Office Manager
Northeast Overhead Door
Westfield, MA
08.2022 - 02.2023
- Managed office operations, scheduling, customer communications, and vendor coordination.
- Improved administrative workflows and maintained office efficiency.
- Implemented new scheduling systems to enhance appointment management and resource allocation.
- Developed and maintained filing systems, increasing accessibility of important documents.
- Assisted in budget preparation and expense tracking, enhancing financial oversight capabilities.
Ammunition Specialist
United States Army
Fort Riley, KS
01.2014 - 10.2021
- Led and trained personnel in operational procedures, compliance, and safety protocols.
- Recognized for leadership, accountability, and communication skills.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Managed inventory and distribution of ammunition to ensure operational readiness.
- Proven ability to learn quickly and adapt to new situations.
Education
Associate of Science - Business Administration & Management
Springfield Technical Community College
Springfield, MA01-2022
Advanced Leader Course -
Noncommissioned Officers Academy
Fort Lee, VA07-2021
Basic Leader Course -
Noncommissioned Officers Acedemy
Schofield Barracks, HI01-2018
Skills
- Life Insurance Operations & Case Management
- Underwriting Coordination
- Client Relationship Management
- Teamwork and collaboration
- Financial Illustrations & Reporting
- Process Improvement & Workflow Optimization
- Cross-Functional Collaboration
- Microsoft Office Suite & Excel
- High-Volume Case Management
- Digital Insurance Processes
Websites
Accomplishments
Awarded 7 Army Achievement Medals and 2 Army Commendation Medals in a total of 8 years of service.
Certification
- Massachusetts Life Insurance Producer
- Massachusetts Accident & Health or Sickness Insurance Producer
- Massachusetts LTC: Programs, Policies, and MassHealth
Timeline
Financial Representative
Northwestern Mutual
02.2023 - 07.2023
Case Management & Insurance Operations
Mahoney & Associates / New York Life Affiliates
01.2023 - Current
Assistant Office Manager
Northeast Overhead Door
08.2022 - 02.2023
Ammunition Specialist
United States Army
01.2014 - 10.2021
Associate of Science - Business Administration & Management
Springfield Technical Community College
Advanced Leader Course -
Noncommissioned Officers Academy
Basic Leader Course -
Noncommissioned Officers Acedemy