Parenthises Brown

• Reviews and approve client requests to transfer accounts to and from contra firms.
• Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents.
• Managed approximately 40+ incoming calls For those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Perform initial review of annuity applications and requirements.
• Perform timely entry of initial applications
• Prioritize application processing based on approaching deadlines
• Validate agent licensing, appointments and product training for business submitted accurately.
• Input requirements into database and review for accuracy
• Verify appropriate contract structure and like registration to brokerage accounts.
• Submit good order applications to insurance carriers.
• Send follow up notices to financial advisors/agents until processing requirements are completed.
• Review and respond to various requests from financial advisors.
• Respond to requests from insurance companies on pending business and requirements .
• Submission of paperwork for submission to the insurance companies.
• Support end of day process which may include balancing with appropriate wire accounts and/or submitted business reports - Close cases that are not in good order in appropriate timeframe.
• Support Annuity Care Specialists with daily tasks as needed - Manage status mailbox for resolutions.
• Performs other duties and responsibilities as assigned.

• Managed approximately 25+ incoming calls and email inquiries regarding issues.
• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
• Interprets rules and regulations by applying retirement plan knowledge.
• Processes financial transactions accurately.

Conducts audits of account activity to ensure transactions meet regulatory compliance.

• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
• Maintains knowledge of retirement plan rules and regulations by utilizing
  internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments.
• Supports continuous improvement environment by providing regular feedback to leadership team on processes and procedures.
• Provides support as well as assists in on-the-job training of new associates.
• Reviews daily reports of individual productivity to evaluate personal.
  performance. Performs other duties and responsibilities as assigned

• Monitored call quality and provided individual constructive feedback to enhance performance and address areas in need of improvement
• Minimized workflow issues by cross-training staff on technical procedures,protocols and customer service practices
• Managed payroll data entry and processing for 100 employees to comply with predetermined company guidelines.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
• Maximized performance by monitoring daily activities and mentoring team of 65 associates.

• Paid or denied medical claims based upon established claims processing criteria.
• Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
• Verified client information by analyzing existing evidence on file.
• Managed large volume of medical claims on daily basis
• Maintained knowledge of benefits claim processing, claims principles, medical terminology and procedures and HIPAA regulations.
• Determined proper course of action for claims processing.
• Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
• Interviewed agents and claimants to correct errors or omissions and investigate questionable claims.
• Retained 100% protocol on management tools and procedural accuracy.

• Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
• Facilitated office productivity, coordinating personnel schedules, quality assurance and procedural improvements.
• Trained new employees on administrative procedures, company policies and performance standards.
• Performed internal and external audits and research and administrative reviews of programs and plans to support HR administration.
• Oversaw and managed hiring process and assisted human resources
• Supervised sales team of 50 people, stepping in to support employees and deliver smooth sales processes for clients.