Result oriented leader with proven abilities in written and oral communication, tactical execution and improving efficiency of operations. Quickly grasps complex concepts, analyzes and interprets ideas into a logical strategy.
Overview
28
28
years of professional experience
Work History
Field Services Director – Advisor Operations
MassMutual
Phoenix, AZ
10.2017 - Current
Interview, hire, and onboard new hires
Supervise daily responsibilities of multiple teams of up to 20 employees
Manage Contact Center Representatives and Operational Team within multiple time zones
Develop skilled resources to support business partners in & outside of the organization
Install accountability, responsibility, and leadership skills in all team members
Responsible for directing cross-functional teams to deliver high-quality results
Define, plan, and execute on strategic initiatives focusing on process improvement, company objectives, customer experience, and employee development
Report out on Key Performance Indicators (KPI) and ensure are met on our 800-line and operational including AHT, ASA, TAT, and exceed Service Level Agreements (SLA)
Collaborate with team leads, peer management teams, and Quality Assurance Team to measure, analyze, make changes if needed or take corrective action if necessary
Understand and interpret state requirements for licensing and training (Continuing Education & Anti-Money Laundering as well) as it pertains to an advisor's ability to solicit MassMutual product lines.
Field Services Specialist – Advisor Operations
MassMutual
Phoenix, AZ
07.2007 - 10.2017
Mentor/trainer/subject matter expert to other associates in & out of department, as well as, on projects
Supported leader with escalations and extensive research into issues as they arise
Proven leader with excellent communication skills that drives results
Established and maintains effective working relationships across business areas
Created and executed new hire training across Phoenix, AZ and Springfield, MA campus
Manage Roll-In Sales prospects; ensure data integrity and track/confirm sales
Author/maintain Rollover Sales procedures
Strategic planner that successfully coordinated & executed an action plan for 25 associates to clear a 2 year back log
Obtained Lean Six Sigma Yellow Belt certification
Support 800-line with questions/disputes from agency and field
Relocated from Springfield, MA to Phoenix, AZ as team lead tasked to culturize newly hired employees and act as mentor/trainer.
EDS Compensation Analyst-Schedule A Project
MASSMUTUAL (United Personnel)
Springfield, MA
12.2006 - 07.2007
Retrieve & verify premium & compensation amounts, addresses, and other information from a variety of administrative systems (OPM, LifeComm Life/Annuity, Leverage, MPR, PALM, PE) within MM
Communicate directly with producers, agents, and other financial representatives regarding questions they may have on the Schedule A or to obtain specific information
Processed & mailed/faxed Schedule A to agencies, producers, or administrators.
Administrative Assistant
CONTEMPORARY CURL
Chicopee, MA
07.2002 - 12.2006
Handled all banking duties such as deposits, accounts receivable/payable, and calculated daily sales
Maintained product supply including ordering, inventorying and replenishing of stock
Answered phones, scheduled appointments, and send out customer mailings.
Assistant Manager
WEATHERVANE
Holyoke, MA
10.2000 - 08.2001
In partnership with the manager, managed all activities required to achieve sales, customer satisfaction, and visual goals
General/HR operations such as opening/closing, analyzing register reports, banking, sales forecasting, recruited, interviewed, hired, and trained employees.
Media Team Lead (Supervisor)
BEST BUY
Holyoke, MA
05.1999 - 12.1999
Organized and headed monthly department meetings
Delegated daily tasks for each employee.
Manager
JEANS WEST/CODA
Holyoke, MA
03.1996 - 04.1998
Responsible for day-to-day leadership and management in high volume store
Performed all management duties such as payroll, weekending reports/audits, forecasting, recruited, interviewed, hired, trained employees, and employee evaluations
Awards Received: 'Best Budget Control in District', 1997 & 'Highest Sales Increase in District', 1997.
Education
Bachelor of Science - Technical Management & Human Resources
DeVry University
Glendale, AZ
05-2018
Skills
Business Administration
Operations Management
Staff Development
Staff Management
People Management
Strategic Planning
Rules and Regulations
Cross-Functional Team Leadership
Legal and Regulatory Compliance
Hiring and Retention
Issues Resolution
References
References available upon request.
Timeline
Field Services Director – Advisor Operations
MassMutual
10.2017 - Current
Field Services Specialist – Advisor Operations
MassMutual
07.2007 - 10.2017
EDS Compensation Analyst-Schedule A Project
MASSMUTUAL (United Personnel)
12.2006 - 07.2007
Administrative Assistant
CONTEMPORARY CURL
07.2002 - 12.2006
Assistant Manager
WEATHERVANE
10.2000 - 08.2001
Media Team Lead (Supervisor)
BEST BUY
05.1999 - 12.1999
Manager
JEANS WEST/CODA
03.1996 - 04.1998
Bachelor of Science - Technical Management & Human Resources