LaToya Veasley
Urbandale,IA
Overview
13
13
years of professional experience
4
4
years of post-secondary education
Work History
Life New Business Case Manager
Sammons Financial Group Company
Sioux Falls, SD
05.2023 - 03.2025
- Work continuously on positive relationship development with external and internal clients.
- Conduct application analysis on all products, while maintaining detailed notes/accounts of any changes or progress on cases.
- Analyze complex information, use resources to identify solutions, and follow through on resolution of issues promptly and professionally.
- Provide superior customer service via telephone (inbound & outbound), email, or written communication, handling both new business and client services.
- Process applications and corresponding paperwork and document any outstanding requirements.
- Initiate telephone communication with and educate clients regarding review results.
- Apply insurance premium and issue contracts.
- Independently conduct initial review and make judgment and decisions that fall within prescribed policies and limits; know when to involve management for items outside scope of authority.
Customer Contact Specialist
Sammons Financial Group Company
Sioux Falls, SD
01.2022 - 05.2023
- Utilize inbound and outbound telephone techniques to solidify and build client relationships.
- Generate status reports for management, agents and others as needed.
- Interpret policies and communicated terms and conditions.
- Work with multiple screens and programs to resolve customer issues.
- Maintain up-to-date knowledge of policy and service changes.
- Provide excellent customer service and provide answers to client questions within set standards.
- Strong attendance record and punctuality at work.
Life New Business Case Manager
Brokers International
Urbandale, IA
04.2021 - 01.2022
- Efficiently manage the submission of individual life insurance applications to life insurance companies.
- Reconcile outstanding pending case requirements and requests for additional information with agents.
- Advocate and negotiate with life insurance carriers on informal and formal offers.
- Communicate via email and phone to agents in conjunction with supporting their various case.
- Utilize web-based document management system to organize, manage and transmit documents.
- Utilize web-based agency management system for case activity management, tasks, memos, etc.
Annuity New Business Coordinator
Fidelity and Guaranty Life
Des Moines, IA
07.2020 - 02.2021
- Reviews New Business application to make sure they were in good order (IGO).
- Emailed the agent on all requirements needed on not in good order applications (NIGO's).
- Mail out all new business applications to the transferring companies.
- Made follow up calls to the transfer companies to make sure the applications were received, and the check mailed to F&G Life.
- Once checks were received, I reviewed the check and then sent the checks to the transferring company.
Financial Processor
EQUITRUST Life Insurance Company
WEST DES MOINES, IA
10.2017 - 05.2020
- Responsible for processing financial distributions including Partial Surrenders, Penalty-free Withdrawals, Full Surrenders, Full Exchanges, Required Minimum Distributions and Full Certainty Renewals.
- NIGO review team, make callouts or mail rejection letters to clients and transfer companies to advise of requirements.
- Make follow up calls if necessary.
- If requirements are not met, route file back to initial renew team for final review.
- Assist in training new employees as requested.
Financial Processor
ACCOUNTTEMPS
Des Moines, IA
11.2016 - 10.2017
- Processor of annuity payments, ensure documentation is accurate.
- Provide customer service to client with questions concerning annuity withdrawals.
- Processed an average of 60 withdrawals on a daily basis with an error ratio well below 5%.
Insurance Processor
COGNIZANT
Des Moines, IA
09.2012 - 09.2016
- Processed telephone withdraws, address changes, beneficiary changes on fixed annuity contracts, also processed return mail and made follow up calls on variable annuity contracts.
- Quality review calls to ensure all policies, procedures, and requirements has been met per the company compliance.
- Inbound calls for an online retail clothing store, taking online orders and troubleshooting the website for customers.
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Education
High School Diploma -
West High School
Waterloo, IA 09.1996 - 05.2000
Skills
Data analytics
Policy administration
Team leadership
Fiscal management
Organizational skills
Decision-making
Excellent communication
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Life New Business Case Manager
Sammons Financial Group Company
05.2023 - 03.2025
Customer Contact Specialist
Sammons Financial Group Company
01.2022 - 05.2023
Life New Business Case Manager
Brokers International
04.2021 - 01.2022
Annuity New Business Coordinator
Fidelity and Guaranty Life
07.2020 - 02.2021
Financial Processor
EQUITRUST Life Insurance Company
10.2017 - 05.2020
Financial Processor
ACCOUNTTEMPS
11.2016 - 10.2017
Insurance Processor
COGNIZANT
09.2012 - 09.2016
High School Diploma -
West High School
09.1996 - 05.2000
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