Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Pipes

Aurora,CO

Summary

Motivated to learn, grow, and excel in a challenging position where I can utilize my outstanding interpersonal, customer service, and administrative skills while striving for personal and professional growth.

Overview

6
6
years of professional experience

Work History

Sales Compensation Administration Representative

Principal Financial
09.2018 - Current
  • Successfully contract and appoint agents and agencies who sell Life, Disability, and Annuity business
  • Develop and maintain expert knowledge of current contracting forms, requirements, licensing and appointment processes, products, and training
  • Adhere to state and federal regulations daily
  • Research and provide solutions for complex license errors so policies can be issued on time
  • Work with Advisors, field offices, and business partners to ensure compensation is paid appropriately and deadlines are met
  • Good command of Microsoft Office, Salesforce, Mainframe, AG, RegEd, and credential validation systems
  • Cross-trained on Individual, Bank, and Outside Broker Dealer processes
  • Volunteer to help with special projects of varying degrees of complexity
  • Participate in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork

Lead Licensing and Contracting Specialist

Group Benefits Ltd
03.2017 - 09.2018
  • Maintain communication and relationships with agents, agencies, carriers, and management through email, phone, fax, and in person
  • Manage team inbox, by distributing and monitoring workflow, and ensuring new and ongoing projects are completed accurately and efficiently
  • Review and process agent, agency, and general agency contracts, appointments, and terminations, per company and regulatory requirements
  • Research and update carrier transfer processes; responsible for carrier appointment and book of business transfers and mergers
  • Execute various projects such as ensuring Group Benefits Ltd is CMS compliant, research current code of conduct and guidelines, create and distribute training guides for annual certification, act as source of knowledge and provide assistance through troubleshooting for internal staff and agencies
  • Implemented new hiring techniques and assists in training new licensing and contracting team employees
  • Launched new webinar segment, “Piping in with Pipes”, to educate agents and agencies on critical carrier contracting requirements and important industry updates

Service Monitoring Technician

Anglian Water
12.2013 - 01.2015
  • Proactively monitored, prioritized, and scheduled maintenance work using Click, SAP, and ARTS interface software, while liaising with field resources to ensure routine work was carried out and priority work was escalated
  • Responsible for AW systems to be promptly and accurately updated, enforcing compliance and quality were met, as well as promoted innovative solutions as needed
  • Used strong operational knowledge and experience to interpret and process alarms, identified sites likely to be detrimentally impacted by severe weather, and escalated potential problems to alarm handlers and duty managers
  • Adapted to many roles while carrying a positive attitude and ability to communicate effectively with customers, management, and colleagues

Education

High School Diploma -

Oskaloosa Senior High School
Oskaloosa, IA
05.2007

Skills

  • Analytical
  • Very Organized
  • Adaptable
  • Solution Oriented
  • Self Motivated
  • Proficient in Time Management

Timeline

Sales Compensation Administration Representative

Principal Financial
09.2018 - Current

Lead Licensing and Contracting Specialist

Group Benefits Ltd
03.2017 - 09.2018

Service Monitoring Technician

Anglian Water
12.2013 - 01.2015

High School Diploma -

Oskaloosa Senior High School

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Jessica Pipes