Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nichole Gillen

Sylvania

Summary

Detail-oriented and service-driven administrative professional with over 20 years of experience in financial services and insurance. Adept at supporting advisors, managing client relationships, and streamlining operations in fast-paced environments. Known for delivering high-quality service, maintaining compliance, and fostering trust through clear communication and proactive problem-solving. Licensed and certified in key financial areas, with a passion for continuous learning and team collaboration. After years of growing within NYL and refining my leadership skills, I would like to pursue the Service Leader role and contribute to a culture of partnership, innovation, and service excellence. This opportunity aligns perfectly with my passion for strengthening relationships, driving collaboration, and supporting the success of our local office

Overview

30
30
years of professional experience
1
1
Certification

Work History

Senior Specialist

New York Life Insurance Company
04.2015 - Current
  • Deliver One-NYL service by supporting agents, clients, and Field Management with precision and care
  • Coordinate underwriting requirements and life/annuity application workflows
  • Support contract changes, policy billing, and accounting entries tied to new business
  • Act as a key point of contact for agents, resolving inquiries with speed and care
  • Manage accounts payable/receivable, agent payments, expense submissions, and purchase card reconciliation
  • Oversee mail handling, regulatory correspondence distribution, and visitor reception
  • Ensure smooth onboarding for new agents, including resource setup and fingerprinting
  • Manage operational tasks including accounts payable, facility oversight, and onboarding
  • Proficiency in the Microsoft Office Suite
  • Mentor peers

Administrative Assistant

Michael Green, Nationwide
09.2012 - 04.2015
  • Service customers by providing detailed information on specific accounts
  • Identify, research, analyze and resolve customer account/operational issues
  • Prepare and process paperwork for investment accounts, life insurance policies and health insurance plans
  • Prepare various internal reports, memos and correspondence
  • Implement life and health insurance quotes
  • Maintain up-to-date knowledge of products, services, departmental systems and related technology, policies and procedures.
  • Maintain daily activities, such as scheduling appointments, record keeping, mailing marketing materials, filing and copying
  • Accept, screen and route telephone calls. Greet & direct visitors.
  • Sort, screen and distribute incoming and outgoing mail

Administrative Assistant

R. David Ross, Creative Financial Partners
06.2009 - 12.2011
  • Serviced customers by providing detailed information on specific accounts
  • Identified, researched, analyzed and resolved customer account/operational issues
  • Prepared and processed paperwork for investment accounts, life insurance policies and health insurance plans
  • Prepared various internal reports, memos and correspondence
  • Maintained up-to-date knowledge of products, services, departmental systems and related technology, policies and procedures
  • Maintained daily activities, such as scheduling appointments, record keeping, mailing marketing materials, filing and copying
  • Sort, screen and distribute incoming and outgoing mail

Administrative Assistant

James M. Monagan, Savage & Associates
11.2005 - 08.2006
  • Prepared and processed paperwork for investment accounts, life insurance policies and health insurance plans
  • Implemented investment reports and healthcare quotes
  • Maintained customer accounts in healthcare and investments
  • Maintained daily activities, such as scheduling appointments, record keeping, mailing marketing materials, filing and copying
  • Facilitated seminars

Administrative Assistant

Mark A. Klopfenstein, CLU, Savage & Associates
02.2001 - 09.2001
  • Series 6 Securities License, NASD
  • Prepared and processed paperwork for investment accounts, life insurance policies and health insurance plans
  • Implemented investment reports and healthcare quotes
  • Maintained customer accounts in healthcare and investments
  • Maintained daily activities, such as scheduling appointments, record keeping, mailing marketing materials, filing and copying
  • Facilitated seminars

Assistant Supervisor

Savage & Associates
02.1996 - 02.2001
  • Series 6 Securities License, NASD
  • Assisted 50+ representatives in client account activity
  • Processed transactions (stocks, mutual funds, variable annuities, etc.)
  • Processed group plans, such as 401(k), SIMPLE-IRA, SEP-IRA, Pension and Profit Sharing
  • Investigated commission problems
  • Processed licensing requests
  • Implemented investment reports
  • Implemented cost-basis reports on client investment portfolios

Education

Bachelor of Business Administration - Finance

University of Toledo
Toledo, Ohio
05.2001

Skills

  • Computer proficiency
  • Active listening
  • Time management
  • Administrative support
  • Problem-solving
  • Microsoft Office Suite
  • Product and service solutions
  • Opening and closing accounts
  • Change management
  • Creative thinking
  • Adaptability
  • Team collaboration
  • Process improvement skills
  • Peer mentoring
  • Strategic planning and development

Certification

  • FINRA Series 99
  • Fellow, Life Management Institute (FLMI), LOMA

Timeline

Senior Specialist

New York Life Insurance Company
04.2015 - Current

Administrative Assistant

Michael Green, Nationwide
09.2012 - 04.2015

Administrative Assistant

R. David Ross, Creative Financial Partners
06.2009 - 12.2011

Administrative Assistant

James M. Monagan, Savage & Associates
11.2005 - 08.2006

Administrative Assistant

Mark A. Klopfenstein, CLU, Savage & Associates
02.2001 - 09.2001

Assistant Supervisor

Savage & Associates
02.1996 - 02.2001

Bachelor of Business Administration - Finance

University of Toledo