Your Name
Cleveland,Ohio
Overview
10
10
years of professional experience
Work History
Director of Operations
Simplicity Financial Marketing, Cleveland, Ohio
01.2019 - Current
- Assist with the overall administrative operations.
- Compile reports for management.
- Reconciliation of monthly internal monetary transfers.
- Process monthly commissionable payroll.
- Identify training needs employees and work with them on their development goals.
- Manage agent marketing reimbursements.
- Handle all expense reporting for Cleveland Office.
- Generate annuity illustrations for sales team.
- Support requests to help agents and advisors with sales efforts.
- Review client applications for insurance products with respect to industry suitability standards.
- Case management.
- Process licensing and contracting.
- Facilitate phone calls.
- Oversee day-to-day workflow to ensure tasks are prioritized by urgency.
- Created policies and procedures.
- Handle Advisor complaints.
- Understand carrier practices and product specifics.
- Instill best practices through workshops to enhance staff’s knowledge of current business trends.
- Case Manager (2015-2019)
Case Manager
Simplicity Financial Marketing
01.2015 - 01.2019
Education
Bachelor of Arts - Economics, Political Science
Kent State University
Kent, OhioCertificate - Life and Health Insurance
Hondros College of Business
Green, OhioSkills
- Microsoft Office Suite
- Sure LC
- Sales Force
- Adobe
- Outlook
- Training
- Data Maintenance
- Management
- Reliability
- Multi-Tasking Skills
- Problem-Solving
- Concur
- Logic
Timeline
Director of Operations
Simplicity Financial Marketing, Cleveland, Ohio
01.2019 - Current
Case Manager
Simplicity Financial Marketing
01.2015 - 01.2019
Bachelor of Arts - Economics, Political Science
Kent State University
Certificate - Life and Health Insurance
Hondros College of Business
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