JYOTHIRMAYEE ANUMULA
Edison,NJ
Summary
HR Generalist and Employee Relations Specialist with over a decade of expertise in fostering organizational success through strategic talent management and robust employee relations. Demonstrated ability to collaborate with business leaders to enhance performance management, develop HR policies, and drive comprehensive talent development initiatives. Proficient in HRIS management and known for effective communication, problem-solving, and a keen eye for organizational development opportunities.
Overview
15
15
years of professional experience
Work History
Financial Professional-Agent
New York Life Insurance Company
Edison
11.2019 - Current
- Educate individuals, families, and businesses on life insurance options, tailoring policies to meet client financial goals and risk tolerance.
- Conduct needs analysis and recommend suitable life insurance products, including term, whole, and universal life insurance.
- Conducted comprehensive needs assessments to tailor insurance solutions for diverse clients.
- Build and maintain a strong client base through referrals, networking, and cold calling.
- Prepare and deliver personalized policy proposals and presentations to prospective clients.
- Achieve and exceed monthly and quarterly sales targets, consistently ranking in the top X% of agents (if applicable).
- Maintain knowledge of insurance products, underwriting guidelines, and industry regulations.
- Provide ongoing policy servicing, including beneficiary updates, claims assistance, and annual reviews.
- Utilize CRM software to manage client data, track leads, and follow up efficiently.
- Mentored junior agents in compliance standards, ensuring adherence to regulatory requirements.
- Conducted in-depth financial assessments to tailor insurance solutions, resulting in increased client retention and satisfaction.
- Implemented compliance-approved strategic marketing initiatives that expanded the client base, contributing to substantial growth in policy sales.
- Fostered strong relationships with clients through regular follow-ups, enhancing trust and driving referrals.
- Presented comprehensive financial plans to clients, effectively communicating value propositions and securing long-term commitments.
- Provided ongoing education to clients about insurance products, ensuring informed decision-making and improved financial literacy.
- Conducted in-depth financial assessments to align insurance products with client goals, fostering substantial improvements in policy adoption.
- Educated clients on tailored life insurance options, enhancing financial security and achieving a marked increase in policy adoption.
- Led community outreach programs, increasing brand visibility and fostering client engagement.
- Professional Summary: Motivated financial professional with active Life and Health Insurance License; currently pursuing FINRA SIE (Expected Completion: April 30th ,2026) Series 6 and Series 63 to expand service capabilities in investment and securities advising.
- Licensing: 'Licensed Life and Health Insurance Agent in [NJ, PA]'
- Achievements: Increased client retention rate by 20% through proactive policy reviews.
- Advanced proficiency in Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP, conditional formatting, data analysis) and PowerPoint for executive-ready presentations..
- Strong organizational and project management skills with the ability to manage multiple priorities, meet deadlines, and communicate effectively with cross-functional teams.
- Demonstrated excellent organizational and communication skills while managing multiple projects and deadlines efficiently.
- Proficient in Salesforce for CRM tracking and reporting, Slack for team collaboration, and Zoom for virtual meetings and client communications.
- Leveraged Salesforce to manage client data and track activities, while using Slack and Zoom to support efficient team collaboration and remote communication.
HR Generalist & Employee Relations Specialist
Xpand
New York, NY
06.2015 - 10.2019
- Collaborated with Employee Relations and business/functional areas to address ER matters such as policy violations, performance issues, and job eliminations.
- Provided guidance to managers on HR policies, procedures, and communications.
- Worked with business leadership to evaluate bench strength in key positions and assess future business needs.
- Oriented and assisted business leaders with key talent development processes, including performance management and career frameworks.
- Facilitated talent development discussions amongst business leadership, including talent review discussions and individual development planning.
- Ensured appropriate talent levels and mix to achieve business objectives.
- Collaborated with cross-functional teams to achieve organizational objectives through strategic HR planning.
- Planned and managed recruitment activities for new hires using strategic personnel, staffing, and position management practices.
- Supported company growth by leading successful recruitment and hiring campaigns.
- Collaborated with HR teams to refine onboarding processes for new hires.
HR Assistant & Corporate Recruiter
OraApps
New York, NY
06.2011 - 09.2014
- Supported HR functions including recruitment, onboarding, and employee relations.
- Assisted in developing and implementing HR policies and procedures.
- Conducted employee orientation sessions and facilitated training programs.
- Maintained employee records and HRIS system accuracy.
- Assisted in performance management processes and employee engagement initiatives.
- Coordinated recruitment processes, including scheduling interviews and managing candidate communications.
- Assisted in onboarding new employees, ensuring compliance with company policies and procedures.
- Maintained and updated HR databases to ensure accurate employee records and reporting.
- Answered and redirected incoming phone calls for office.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Responded to employee inquiries regarding benefits and other HR topics.
- Developed and maintained strong relationships with external recruiting agencies to expand talent pool.
Education
Bachelor of Science - Mathematics
Osmania University
India01.1992
Skills
- Employee Relations
- Talent Management
- Organizational Development
- HR Policies and Procedures
- HRIS Management
- Problem-solving skills
- Customer service and care
- Organizational skills
- Customer complaint resolution
- Customer needs determination
- Customer relationship management
- Time management abilities
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Financial Professional-Agent
New York Life Insurance Company
11.2019 - Current
HR Generalist & Employee Relations Specialist
Xpand
06.2015 - 10.2019
HR Assistant & Corporate Recruiter
OraApps
06.2011 - 09.2014
Bachelor of Science - Mathematics
Osmania University