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
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