Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Henriette Jeter

Beaumont

Summary

Detail-oriented and results-driven professional with experience managing end-to-end new business processes in fast-paced, service-oriented environments. Skilled in reviewing applications, coordinating underwriting requirements, and ensuring accuracy, compliance, and timely policy issuance. Proven ability to communicate effectively with agents, brokers, and internal stakeholders to resolve issues, provide status updates, and drive cases to completion. Adept at handling complex scenarios, prioritizing workflow, and maintaining detailed documentation across multiple systems. Known for strong problem-solving skills, adaptability, and a commitment to delivering a high-quality customer experience while meeting service level expectations.

Overview

12
12
years of professional experience

Work History

Service Work Flow Senior Representative

New York Life Insurance
Newport Beach
03.2019 - Current

Manage life insurance new business cases end-to-end, from application intake through policy issuance, ensuring accuracy, completeness, and adherence to service level agreements

Review applications, underwriting requirements, and supporting documentation to identify missing or outstanding items and proactively resolve issues

Serve as the primary point of contact for agents, brokers, partners and internal stakeholders, providing timely updates on case status, requirements, and next steps

Coordinate complex case scenarios including replacements, policy exchanges, conversions, and premium financing arrangements

Monitor case progress daily, prioritizing workflow to meet deadlines and ensure timely policy delivery

Utilize systems such as AWD and Outlook,Rumba,Pali,Alip,Sales Central, NB21,Word,Excel,OneNote to document case activity, update notes, and manage workflow efficiently

Identify and escalate risks, delays, or exceptions to leadership, recommending solutions to keep cases on track

Ensure all delivery requirements and underwriting conditions are satisfied prior to policy issuance

Provide phone and queue support to maintain team service levels and assist with high-volume workloads

Build and maintain strong relationships with distribution partners and internal teams to support business objectives

Contribute to process improvements by identifying inefficiencies and supporting team initiatives

Communicated effectively with agents, brokers, and internal teams through phone, email, producer portals, and Microsoft Teams, providing timely case updates, clarifying requirements, and ensuring seamless collaboration throughout the new business process. Managed the Newport Office and Century City Offices.

Contracting Licensing & Registration Representative

New York Life Insurance
Glendale, CA
10.2014 - 03.2019
  • Processed contracting paperwork for new agents and financial professionals, ensuring all forms, disclosures, and background documentation were complete, accurate, and compliant with company and regulatory standards.
  • Verified agent eligibility by reviewing background checks, prior carrier appointments, and required onboarding documentation.
  • Submitted and maintained state insurance appointments across multiple jurisdictions, monitoring license status and resolving appointment issues.
  • Reviewed and validated state insurance licenses prior to appointment submission, ensuring accuracy and adherence to state-specific regulations.
  • Managed FINRA registration activities, including Form U4 submissions, amendments, fingerprinting coordination, and disclosure updates.
  • Maintained accurate records of agent registrations, licensing, and continuing education requirements to support compliance audits and regulatory inquiries.
  • Serve as a primary point of contact for agents and field leadership regarding contracting, licensing, and registration requirements, providing clear guidance and timely updates.
  • Researched state licensing rules and communicated requirements to agents and managers to ensure smooth onboarding and ongoing compliance.
  • Troubleshot delays related to background checks, licensing discrepancies, or system errors, coordinating with internal teams and external vendors to resolve issues.
  • Maintained organized, audit-ready files for all contracting, licensing, and registration actions in a high-volume, paper-heavy environment.
  • Collaborated with compliance, operations, and field offices to streamline procedures and support departmental process improvements.
  • Assisted with special projects, system transitions, and workflow enhancements to improve efficiency and accuracy within the contracting and licensing process.

Education

Diploma -

Palisades, California
06-1998

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Los Angeles, California
08-2023

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Torrance, California
06-2021

Skills

  • Proficient in various policy management software
  • Experience supporting multiple partners or senior leaders across different office locations Ability to ensure all applications, payments, and documentation meet compliance requirements- Strong relationship-building skills with field offices and internal teams
  • Work with integrity and demonstrate a strong work ethic in all responsibilities
  • Effective time management skills, consistently meeting deadlines while balancing high-volume workloads and shifting priorities
  • Strong judgment when handling escalated, high-value, or sensitive cases
  • Collaborative mindset with a willingness to support team initiatives
  • Adaptability to Strong problem-solving skills with the ability to assess issues, identify root causes, and implement effective solutionsystems & process changes

Accomplishments

Received an award for most contracts processed for June and July 2018

Received my 10 years with the company award for dedication

Promoted to Senior Representative

Timeline

Service Work Flow Senior Representative

New York Life Insurance
03.2019 - Current

Contracting Licensing & Registration Representative

New York Life Insurance
10.2014 - 03.2019

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Diploma -

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Henriette Jeter