Accomplished customer service leader with 10 years' experience managing diverse groups, creating dynamic work teams while supporting strong working relationships with internal customers. Demonstrated ability to coordinate multiple projects and achieve superior results that benefit the business organization. Recognized as an outgoing people-person, a skillful motivator with a “can-do” attitude, and an attentive listener.
Overview
10
10
years of professional experience
Work History
QA Monitoring Advanced Specialist
ATHENE ANNUITY & LIFE ASSURANCE COMPANY
02.2023 - Current
Continued QA Monitoring Specialists Duties with increased tasks below
Create/Update PIP Procedures with QA team & PIP Content Developer
Lead person for the QA Team
Conducted/Attended multiple training sessions for new work lists to the floor
Trained New Business team during hybrid program and reviewed processor's work
Facilitated Athene at Work source system & beneficiary training
Continued to train and motivate the AAW team once they moved onto the floor
Scheduled Athene at Work Meet and Greet lunch with Ambassadors & Buddies
Point liaison for PIP for all Custodian and/or Channelization Contracts
Send updates for all FI Procedure Changes to the floor
Collaborated with BRM's for Wells Fargo, UBS, Raymond James & Chase escalations
Reviewed QA the QA work items conducted by QA Team Members
Assist Leadership team members with questions and escalations
Support QA Team Members with questions and continued on-boarding training
Lead QA Team Meetings & Support Staff Meetings
Work with QA Apprentices and QA Academy candidates
Participated with Adopt A Family
Helped the Claims team with backlog work.
QA Monitoring Specialist
ATHENE ANNUITY & LIFE ASSURANCE COMPANY
08.2016 - 02.2023
Conduct Quality Work Item Reviews for contracts processed by Financial and Non-Financial team members while supplying positive coaching feedback
Complete Work Item Reviews for team members accurately and promptly
Assisted with new hire training classes & reviewed 100% of work items processed
Recognize team member(s) knowledge gaps and offer necessary training/coaching
Update procedures for all PIP work lists
Support efforts to lead team members through procedural changes
Effectively uses and implements coaching/feedback to enhance individual performance
Assisted Claims department during high volume time
Lead for Wells Fargo requests
Engagement Committee Leader
Post Issue ATH Award Organizer.
Post Issue Processing Representative
ATHENE ANNUITY & LIFE ASSURANCE COMPANY
05.2014 - 08.2016
Provide excellent customer service for existing customers by completing requests for agents, policy owners, internal customers and third parties in an efficient and accurate manner
Process transactions on Financial and Non-Financial Post Issue Processing teams
Maintained quality scores of 100% on sixty-seven out of seventy-two quality reviews
Perform detailed review of product specimens, contract files and activity on Athene's administration systems to draft detailed written correspondence in response to inquiries from Contract Owners and/or Agents.
Manager, General Financial Accounting and Planning/Payables; Financial Analysis at BDO Life Assurance Company, Inc. (formerly Generali Pilipinas Life Assurance, Inc.)Manager, General Financial Accounting and Planning/Payables; Financial Analysis at BDO Life Assurance Company, Inc. (formerly Generali Pilipinas Life Assurance, Inc.)