Tina Rivera
Hampton
Summary
Process-focused and proactive professional experienced in supporting sales, operations, and client services across the financial services and insurance sectors. Known for alleviating stress by improving advisor and partner relationships. Solutions-oriented mindset, always focused on creating transparent systems that empower teams to exceed their goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
Work History
Claims Representative
Lincoln National Life
01.2004 - 01.2005
- Assisted customers in navigating claims process, ensuring clarity and understanding of policies.
- Resolved customer inquiries efficiently, utilizing company systems to access information promptly.
- Documented claim details accurately, maintaining compliance with company standards and procedures.
- Provided support during high-volume periods, adapting quickly to changing customer needs and priorities.
Sales Operations Associate
Osaic, Financial Advisors & Financial Services Division
03.2024 - 03.2025
- Supported sales and advisory teams through operational efficiency, data management, compliance coordination, and sales process optimization.
- Successfully led to the updating of two critical business unit websites to reflect the company’s recent rebranding by collaborating with the transition team to ensure all team bios and content were compliant and accurately represented.
- Improved brand consistency and regulatory compliance across online platforms, contributing to a seamless client and partner experience post-rebrand.
- Developed and implemented process improvements to enhance operational efficiency and reduce costs.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
Sales Operations Associate
Lincoln National Life
08.2020 - 03.2024
- Supports sales and distribution teams by ensuring efficient processes, accurate data management, and strong client/advisor experiences.
- Revamped partner revenue tracking for the Agribusiness advisor niche by consolidating and enhancing outdated spreadsheets, resulting in improved partner reporting, advisor visibility, and measurable revenue growth.
- Elevated online presence of Agribusiness advisors by updating website with bios, events, and content, which increased advisor participation in events and strengthened engagement with 3rd party partners.
- Launched and managed a national referral program for orphan policyholders and web-generated leads, connecting unassigned clients with a network of advisors and facilitating high-touch follow-up, resulting in multiple new business opportunities and increased client retention.
- Facilitated advisor-client interactions to resolve service issues (e.g., billing, beneficiary updates), strengthening client satisfaction and uncovering cross-sell opportunities, including a high-value executive lead that expanded into broader business with the company.
Case Management
01.2005 - 08.2020
- Managed end-to-end processing of life insurance applications for advisors across Northeast and Midwest regions.
- Coordinated exams, medical records, and interdepartmental follow-ups to ensure that the underwriter receives all requirements.
- Proactively tracked delivery requirements and payment submissions, accelerating inforce rates and improving advisor and client experience through communication and case management.
- Maximized commission accuracy by resolving discrepancies with third party partners, resulting in increased sales and accurate payouts for advisors collaborating with multiple carriers.
Education
High School Diploma -
Enfield High School
Enfield, CTSkills
- Sales support expertise
- Data collection and reporting
- Workflow optimization
- Lead and referral tracking
- Interdepartmental teamwork
- Agency integration specialist
- Project management
- Effective conflict resolution
- Customer-focused service
- Compliance awareness
- Customer education
Websites
Timeline
Sales Operations Associate
Osaic, Financial Advisors & Financial Services Division
03.2024 - 03.2025
Sales Operations Associate
Lincoln National Life
08.2020 - 03.2024
Case Management
01.2005 - 08.2020
Claims Representative
Lincoln National Life
01.2004 - 01.2005
High School Diploma -
Enfield High School