Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
AccountManager

Kristen Coveney

South Boston,MA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

27
27
years of professional experience

Work History

Director of Licensing

John Hancock Life Insurance
11.2017 - 04.2023
  • Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
  • Worked closely with organizational leadership to guide operational strategy.
  • Managed daily operations while overseeing multiple locations to foster increased productivity.
  • Established departmental performance goals and provided feedback for underperforming areas.
  • Spearheaded innovative approaches to resource allocation and strategic planning.
  • Conducted meetings with staff to discuss production progress and to attain production objectives.
  • Devised and implemented strategies to create new revenue streams and cut operational costs.
  • Self-motivated, with a strong sense of personal responsibility

Senior Operations Manager

John Hancock Life Insurance
08.2010 - 11.2017
  • Managed multiple teams and associated work across product lines, functions and sites (United States, Canada and Manila).
  • Oversaw call center performance as well as individual transaction processing performance on daily basis.
  • Took ownership of escalations working towards proper resolution (Complaints and Complex Cases) communicating upward as needed.
  • Partnered with Human Resources for complex employee concerns and disciplinary action.
  • Represented Compensation and Licensing in many high-profile arenas such as M Marketing Meetings, Wholesaler Meetings as well as Firm Visits and Presentations.
  • Maintained key relationships with M Marketers, Distribution, Product, IT, Signator Investors, Edward Jones and JH Management (Department Heads and Senior Management).
  • Ownership of key initiatives and projects within Life/LTC New Business Operations such as Site Strategy for Boston Compensation (LTC & Life), LTC E-Presentment, GLTC movement to RRD, LTC transition into AWD, M Automation Project, Sarbanes Oxley Management, New Business Operations Job Family Revamp and Employee Engagement Implementation Plan.
  • Consistent and timely design and delivery of identified goals for myself, team and department.
  • Established Business Unit Service Level Agreements and Customer Experience Metrics at both associate and department levels.
  • Transferable leadership skills: Executing on Deliverables, Working with Management to identify system and process enhancements, Strategic Planning, Career mapping with associates, Nurturing Employee Morale and Advocating for my team and business unit.
  • Developed systems and procedures to improve operational quality and team efficiency.

Manager/Senior Manager

John Hancock Signature Services
02.2002 - 08.2010
  • Cross-site management of 20 plus associates.
  • Established goals and metrics at both associate and department levels.
  • Defined hiring and training needs for department.
  • Interviewed candidates for open positions.
  • Responsible for analysis of current processes and implementing process improvements.
  • Worked daily with Team Leader to support any and all disciplinary action including terminations.
  • Involvement in major initiatives and projects within MF Operations as well as Transfer Agent including Move/Site Project Coordination, BFDS Conversion Project, As Of Executive Review and Risk Management.
  • Participated in JH Mentor Program and Women’s Networking Group.
  • Strong system knowledge of Automated Work Distributor (AWD) workflow system and DST Mainframe.
  • Provided strong leadership to enhance team productivity and morale.

Image Operations Manager

John Hancock Signature Services
04.1999 - 02.2002
  • Managed group of 15 associates responsible for prepping, scanning and indexing work to JH Life, Annuity and Mutual Fund processors.
  • Monitored daily work and overall personnel performance.
  • Responsible for interviewing, review writing, procedure documentation and disciplinary action.
  • Served as member of HR Steering Committee.
  • Strong knowledge of Input Accel application and Kodak scanning equipment.
  • Developed systems and procedures to improve operational quality and team efficiency

Team Leader

John Hancock Signature Services
03.1998 - 04.1999
  • Daily supervision of diverse team of 6-12 customer service reps including career development, coaching, motivating and encouraging reps to exceed performance expectations.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Enforcement of department/company policies and procedures.
  • Reported qualitative/quantitative results to Sr. Management.
  • Supervised team members to confirm compliance with set procedures and quality requirements.

Customer Service Representative

John Hancock Life Insurance
08.1996 - 03.1998
  • Answered inbound telephone inquiries from external and internal customers in fast paced call center environment.
  • Assisted walk in customer inquiries.
  • Researched and resolved complex problems related to life insurance and annuity products.
  • Exceeded performance standards by excelling in both qualitative and quantitative performance.

Education

Master of Science - Management Science

Lesley University
Cambridge, MA
05.2001

Bachelor of Science - Management Science

Bridgewater State University
Bridgewater, MA
05.1996

Skills

  • Data Communications
  • Administrative Procedures
  • Microsoft Word
  • Licensing Requirements
  • Employee Performance Evaluations
  • Operations Management
  • Resource Allocation
  • PowerPoint Presentations
  • Customer Inquiries
  • Microsoft Excel
  • Workflow Processes
  • Critical Thinking
  • Business Development
  • Complex Problem-Solving
  • Departmental Operations

Accomplishments

· Q2/Q3 2013 Impact Award Winner

· 2014 Star of Excellence Nominee

Timeline

Director of Licensing

John Hancock Life Insurance
11.2017 - 04.2023

Senior Operations Manager

John Hancock Life Insurance
08.2010 - 11.2017

Manager/Senior Manager

John Hancock Signature Services
02.2002 - 08.2010

Image Operations Manager

John Hancock Signature Services
04.1999 - 02.2002

Team Leader

John Hancock Signature Services
03.1998 - 04.1999

Customer Service Representative

John Hancock Life Insurance
08.1996 - 03.1998

Master of Science - Management Science

Lesley University

Bachelor of Science - Management Science

Bridgewater State University
Kristen Coveney