Phyllis Weible

Carry a case load of 50 cases.

• Handle escalations from case managers, management and financial professionals.
• Assist team and supervisor as needed.
• Responsible for receiving and releasing variable checks received in the 2330 room.
• Review daily reports of variable cases entered to insure that we are within the Service Level Agreement established with Equitable Life Insurance.
• Responsible for Service Level Agreement #7. This entails reviewing and entry into the monthly data base.
• Audit cases on a Quarterly bases that are reported to management for MMLIA.

• Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
• Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
• Monitored workflow to improve employee time management and increase productivity.
• Evaluated employee performance and coached and trained to improve weak areas.
• Achieved results by working with staff to meet established targets.
• Maintained compliance with company policies, objectives, and communication goals.
• Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
• Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently.
• Conducted routine inspections to check quality and compliance with established specifications.
• Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
• Evaluated staff performance and provided coaching to address inefficiencies.
• Educated staff on organizational mission and goals to help employees achieve success.
• Collected, arranged, and input information into database system.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Devised and implemented processes and procedures to streamline operations.

• Assisted in on-boarding Experienced Hire Advisors in moving their variable annuities to the Equitable Network platform.
• Worked with Supervisor to write and maintain job description for this new position within the company.
• Data entered historical cases from the Advisor's book of business into Equitable Networks System.
• Confirmed the advisor was appointed with respective carrier via our contracting department.
• Manually placed each case after being moved to Equitable network.