Ringler Associates is the largest settlement planning company in the country, specializing in structured settlements. Managed worker’s compensation, personal injury, and indemnity cases from initiation to annuity contract issuance by acting as a liaison between brokers, attorneys, insurance carriers and life companies. Used various life companies’ quoting software to run quotes and produce closing documents needed for case such as assignment agreements and applications. Created, edited, and proofread settlement documents such as releases, minor’s compromises and orders for accuracy and adherence to state guidelines before submission to court. Verified application information, reaching out to claimants as needed to fill in missing data. Worked alongside attorneys in preparation and execution of settlement documents. Worked alongside ancillary companies such as professional administrators and MSA allocators as needed (Ex. Ametros, Medivest, NuQuest, Optum, Towers MSA, Franco Signor, Verisk). Worked alongside insurance carriers to acquire necessary claimant information, document execution, and funding (Ex. Summit, Travelers, AIG, GEICO, Allstate). Worked with co-brokers as needed when splitting the workload of a case. Prepared and tracked check requests for premiums to fund the annuities with the life companies. Worked alongside various life companies in the submission and tracking of executed documents needed to finalize a case for contract issuance (Ex. MetLife, Pacific Life, New York Life, Prudential, American General, USAA). Requested, tracked, and followed up on contract requests with life companies, then distributed contracts to appropriate parties.

MetLife is one of the largest providers of insurance, annuities, and employee benefit programs in the world. Processed requests for annuities via written inquiries and inbound/outbound calls, providing all pertinent up to date information and answering all questions regarding policy Lead approver for work submitted by processors, approving or denying financial and administrative transactions, all within industry-compliant standards Supervisor to temporary associates: allocated daily workflow and assignments, hosted monthly one-on-one meetings, tracked and managed performance, submitted weekly timesheets and monitored attendance, scheduled and tracked training, authorized time-off requests and oversaw day to day tasks and issues as they arose Legal team liaison, assisting with all legal issues submitted from the team; hosted weekly calls with outside counsel to go over referred matters Handled escalated customer service calls from call center, resolving issues effectively and efficiently Point of contact for multiple factoring companies that called daily for information and follow up requests on various annuities Point of contact for offshore administrative team in India: fielded all requests and questions and coordinated training Advisor and participant in the development and testing of new systems Trained administrators, and developed and documented procedures that were communicated to the team Pulled review metrics from queue, compiled and distributed so daily workflow could be assessed and re-distributed as needed Coached teammates in the understanding, researching, and processing of complicated cases. Worked with management to brainstorm and implement process improvements to increase efficiency and effectiveness Completed ongoing company training and tests within industry-compliant guidelines Lead interviews for prospective employees Active participant on the organization’s Newsletter and Work/Life Balance Committees

Ultra D Inc. is an online clothing manufacturer and retailer. Processed online orders via company website and Ebay and Amazon storefronts, including order confirmations and payments, and handled online refunds and exchanges. Fielded customer service calls concerning refunds, exchanges, and questions. Ensured prompt delivery of orders through USPS and FedEx, both locally and internationally. Responsible for the printing and organizing of shipping labels and packing slips pertaining to specific orders. Organized and tracked inventory of apparel and heat transfers and ordered more when necessary. Managed company social media accounts to reach out to extended markets.

944 Media is an award winning lifestyle brand with monthly publication covering music, fashion and entertainment. Prospected new business leads: cold called and canvassed pertinent areas to introduce the 944 brand and set up appointments to create media campaigns. Worked with clients to create “360” media campaigns: print, online, newsletters, and event participation. Produced sponsorships for events and assisted with promotional setup. Helped clients design creative events to showcase new/unique products and worked at each event to facilitate their smooth running.

 Prospected new business leads