Kristi Alexander Email & Phone Number

United States

Manchester, New Hampshire

- Assist underwriters by entering new business applications, pulling underwriting reports, and updating renewals for accounts with a premium size of $10,000 and up- Independently underwrite and process renewal accounts with a premium size of up to $10,000- Prepare account summaries and review applications- Collaborate with referral underwriter on accounts above authority, proposing pricing and renewal terms- Correspond with agents and brokers – answer coverage questions, provide policy status updates, and request additional underwriting info as needed- Review technical underwriting documentation, including ITV, M&S, MVR, and loss analysis summaries- Process mid-term endorsements updating exposures, limits, named insureds, and any other changes needed- Ensure that all policy transactions issued accurately and in a timely manner- Assist in training new hires

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Martinez, Ga

• Process transactions accurately and efficiently in accordance with established policies and procedures• Assist members and explains all PenFed products and services• Perform the duties of other staff members as required• Resolve complex member problems within delegated limits• Prepare loan documents for review and disbursement as necessary• Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations

Merrimack, New Hampshire

• Revised prospectuses and Semi-Annual Reports (SAIs) for mutual funds by making necessary updates and edits• Resolution of compliance, portfolio management, marketing, and operational issues• Coordinated with business partners during the revision process, including auditors, legal, and internal reviewers• Prepared supplements to existing prospectuses and SAIs• Reviewed financial reports and shareholder updates and creation of performance pages for financial reports and shareholder updates• Created prospectuses and SAIs for new funds/classes, unique proxy proposals or production of proxy statements

Merrimack, Nh

• Interacted with customers, via inbound calls, responding to requests for information and assistance with their brokerage accounts to include description of account features, and communicating account balances• Engaged in insightful conversations with clients regarding economic market conditions as well as various markets such as equity, fixed income, and international• Led customers toward defined solutions applicable to their situation• Verified customers identity using Know Your Customer (KYC) screening• Effectively used on-line resources, including Fidelity.com and Microsoft Windows-based workstation to provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes

Manchester, Nh

• Acted as a state insurance licensed customer service representative by selling and cross-selling a wide range of retail banking products and services including annuities and life insurance, loans, credit and debit cards• Opened new accounts and performed routine servicing on existing accounts• Conducted mortgage, personal, and car loan interviews, applications and closings• Identified and referred customers to investment and wealth business partners• Maintained strong product and sales knowledge and champions core service values• Actively participated in daily calling activities; tracked and recorded calls and results; performed joint calls with Branch Manager and Business Partners; referred opportunities to specialty lines of business• Through tele-consulting, identified opportunities taking advantage of the call lists provided by management; made pre-determined calls per week• Conducted At Work Presentations for businesses to bank their employees• Handled lobby traffic as needed by directing, assisting and identifying opportunities• TD Ameritrade Champion; held leadership position for the most referrals to affiliate. Motivated team members and provided knowledge on products. • Ranked #1 FSR for Northern New England and Upstate New York for 2013 quarter 3 for exceeding sales goals• Received the FSR Sales leader award for Q1 of 2013, rated Quarterly High; exceeded FSR sales goal• Mystery shop scores valued at extremely likely and 100%, 2011 – 2014• Sales Champion: lead team of tellers with sales knowledge and tactics for sales growth, 2013• MVP and Sales Champion leader for Money-In Sales campaign, 2012

• Processed transactions accurately and efficiently in accordance with established policies and procedures• Identified customer needs and referred financial products and services to meet sales goals and grow bank relationships• Cross trained in customer service to open new personal and business accounts including account maintenance requests • Coordinated the Travel Club to ensure select customers were utilizing the benefits of their account• Assisted in training new hires by mentoring, sharing knowledge and demonstrate job duties

Durham, Nh

Proctor exams for students and clerical duties

Portsmouth, Nh

• Distribute appointment letters, fax documents, process initial steps for CDR reports, use database programs for various tasks • Filing, photocopying, and mailing

Mba, Entrepreneurship/Entrepreneurial Studies, 3.75 Gpa

MBA in Business Administration

B.S., Business Management, Nutrition

Activities and Societies: Photography Club, Students Interested in Growth, Networking, and LeadershipBachelor's Degree in Business.