Linda Dolder
Nassau Financial Group
Castleton
1
Certification
8
years of professional experience
Experienced financial services professional with 8+ years of expertise in annuity operations, insurance administration, customer service, and producer support. Skilled in managing high-volume workloads, processing complex financial transactions, maintaining strong producer relationships, and training new team members.
Work History
Annuity New Business Case Manager
7 Years 6 Months- Managed new business cases from initiation to execution, ensuring alignment with organizational objectives.
- Developed comprehensive case analyses, enhancing decision-making processes for stakeholders.
- Processes and issue fixed indexed annuity applications while ensuring compliance with company standards and regulatory requirements.
- Manage a high-volume caseload of 90–150+ annuity applications daily while maintaining accuracy and service standards.
- Support producers, agents, and insurance marketing organizations through phone, email, and live chat communication.
- Facilitate issuance of annuity contracts ranging from $5,000 to over $1,000,000 in approved cases.
- Research and resolve application issues, outstanding requirements, and administrative requests to ensure timely case completion.
- Serve as a primary in-office resource for handling asset transfer documentation received through physical mail and fax.
- Navigate multiple interconnected workflow and processing systems to efficiently manage new business operations.
- Provide feedback on workflow enhancements and process improvements.
- Trained and mentored junior team members on best practices in case management strategies.
- Analyzed market trends to identify new business opportunities, driving strategic initiatives forward.
- Maintain strong producer and business partner relationships through responsive service.
Tax Information Aide (Temporary)
7 Months- Managed high-volume taxpayer inquiries within the Personal Income Tax Bureau.
- Provided accurate tax information to taxpayers, enhancing understanding of tax obligations and processes.
- Assisted in processing tax returns, ensuring compliance with state regulations and improving turnaround times.
- Accurately relayed New York State tax information regarding bills, returns, notices, and forms.
- Researched, documented, and resolved taxpayer issues.
- Referred complex cases to appropriate tax technicians and departments.
- Maintained accurate records and verified taxpayer information.
- Utilized department databases and systems to support case resolution.
Education
Bachelor of Arts - Interdepartmental Studies: Sociology & Social Work
Regents Diploma
Skills
Annuity Processing & Administration
Insurance Operations
Producer & Agent Relations
Customer Service Excellence
Financial Transaction Processing
Workflow Management
Training & Mentoring
Process Improvement
Risk Management
Project Coordination
Regulatory Compliance
Written & Verbal Communication
Microsoft Office Suite
Microsoft Windows
Verizon InContact
Excellent organizational skills
Customer Service Excellence
Workflow Management
Training & Mentoring
Creative problem solver
Certification
- Best In Class Service Certification - Nassau Financial Group
- Customer Service Excellence - Nassau Financial Group
- Business Acumen Certification - Nassau Financial Group
Timeline
Annuity New Business Case Manager
Nassau Financial Group
12.2018 - CurrentRead More
Tax Information Aide (Temporary)
New York State Department of Taxation and Finance
02.2018 - 09.2018Read More
COLUMBIA HIGH SCHOOL
Regents Diploma
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THE COLLEGE OF SAINT ROSE
Bachelor of Arts from Interdepartmental Studies: Sociology & Social Work
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