Benita Williams Email & Phone Number

Quality reviewed policy information for accuracy in the administrative and work flow systems in order to print and mail the annuity contracts the same dayAnalyzed and researched performance trends to identify training opportunities and process improvements Worked on team projects to develop and provide data that would improve quality assurance on cases and the work flow process in the administration systemsRemained current on changes in product offerings, processes and operational procedures to ensure compliance with federal and state regulationsBuilt positive relationships by coaching, mentoring, providing feedback and training new and existing team members while keeping management informed

Monitored the activity in brokerage accounts to ensure compliance with firm, federal and exchange regulationsProvided branch associates with support and service regarding account activityEnsured the timely receipt of money or securities to settle account transactionsTook ownership and resolved all "how to" questions and concerns via phone, emails and other electronic media

Quality reviewed policy information for accuracy in the administrative and work flow systems in order to print and mail contracts the same dayAnalyzed performance trends to identify training opportunities and process improvements Worked on team projects to provide data that would improve quality assurance on cases and in the administration systemBuilt positive relationships by coaching, mentoring, providing feedback and training new and existing team members Fixed and Variable Annuity Case Manager (November 2005-April 2007)Entered policy information efficiently and accurately in the administrative and work flow systems in order to issue contracts the same dayObtained information needed to issue contracts by taking outbound and inbound phone calls and writing correspondence Resolved escalated and complex inquires in a timely and professional mannerProcessed policy re-issues, insufficient funds and internal transfers between the different lines of business

Monitored the activity in all accounts to ensure compliance with firm, federal and exchange regulationsProvided branch associates with information regarding account activityIdentified and issued calls for additional money or securities in margin accounts within regulatory time framesEnsured the timely receipt of money or securities to settle account transactions

Updated policy information in administrative system and work flow system to issue contractsObtained information or funds to complete the contract set up processPrepared reports and completed special projectsProvided necessary back up for quality control and policy print assembly

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Business Administration, Finance

Associate Of Arts, Business Administration