Kaitlin Miller
Des Moines,IA
Summary
Well-qualified support professional with positive and friendly demeanor. Strong attention to detail, effective communication skills and solid history of tackling diverse and challenging requirements.
Overview
11
11
years of professional experience
Work History
Senior New Business Specialist
EquiTrust
11.2023 - Current
- Provided regular feedback to management via the error tracker log to highlight areas for improvement or coaching as necessary.
- Reviewed and processed new business applications throughout the entire process.
- Helped provide feedback by recommending improvements to business systems or procedures.
- Followed established procedures to enter and process data correctly.
- Communicated with supervisors and colleagues to correct and resolve contract discrepancies.
- Checked for data entry accuracy by verifying data and source document records.
Sales Support Liaison/Annuity Services Team Lead
CreativeOne
04.2019 - 11.2023
- Facilitates overall communication between carriers, financial professionals and Creative's sales teams.
- Interacts with over 100 financial professionals, helping to build lasting rapport and helped problem solve carrier issues.
- Clarifies carrier requirements, relays status updates on pending new business and answers paperwork questions to support sales operations.
- Coaches new team members in processes necessary to complete job tasks.
- Work different roles to provide optimal coverage and meet daily goals.
- Send out daily lunch schedule to make sure there is adequate coverage in phone queue.
- Presents new carrier contact information and processes to team.
New Business Representative
Brokers International
02.2018 - 03.2019
- Responsible for processing all annuity new business for assigned producers received by email, fax, mail and WriteNow (FireLight.) Processing includes data entering, reviewing, scanning the application paperwork into the system and submit in good order to the insurance carrier
- Communicates with producer through entire process.
New Business Sr Representative
Athene
05.2016 - 02.2018
- Monitors applications for compliance with state regulations and assists quality assurance as needed
- Keys policies, corrects errors, and provides feedback to peers
- Applies funds with attention to rates, ensuring acceptability and compliance
- Flexible and knowledgeable, handling internal e-mails and expedited requests from management along with daily workload
- Resolves problems both independently and collaboratively, suggesting effective process improvements for department and company success.
Written Communications Specialist
Athene
02.2015 - 05.2016
- Trusted member of this small team focused on efficiently communicating with producers and clients via e-mail
- Became a subject matter expert for Annexus products, Athene’s largest partner in new business
- Took ownership to research and resolve complex policy issues and service requests
Customer Service Representative
Athene
06.2014 - 02.2015
- Researched and provided detailed information regarding annuity contracts and life insurance policies
- Assigned to the elite Annexus team due to excellence in customer service
- Navigated source systems across multiple MS-DOS, intranet, and web-based platforms
- Cross-trained to support insurance operations as needed.
Education
BA - Health & Human Physiology Health Studies
University of Iowa
Iowa City, IA12.2012
Associate of Arts - Athletic Training
Ellsworth Community College
Iowa Falls, IA05.2010
Skills
- Customer Service Excellence
- Problem-Solving Strengths
- Attention to Detail
- Data Entry
- Multi-tasking
- Engineering Team Support
- Time Management
- Team Monitoring
- Leadership
Timeline
Senior New Business Specialist
EquiTrust
11.2023 - Current
Sales Support Liaison/Annuity Services Team Lead
CreativeOne
04.2019 - 11.2023
New Business Representative
Brokers International
02.2018 - 03.2019
New Business Sr Representative
Athene
05.2016 - 02.2018
Written Communications Specialist
Athene
02.2015 - 05.2016
Customer Service Representative
Athene
06.2014 - 02.2015
BA - Health & Human Physiology Health Studies
University of Iowa
Associate of Arts - Athletic Training
Ellsworth Community College
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