o Coordinated between TIAA Wholesalers & Case Managers in order to update life insurance and annuity applications.o Exported application components from Salesforce to Excel weekly, and reviewed and tracked their progress in order to assist in expediting the applications.o Analyzed, processed, labeled, and mailed out applications, and application components, along with all regulatory materials to the client or financial advisor.o Ordered as well as maintained compliance and regulatory materials for the wholesale team.o Assisted the case management team with administrative tasks when needed.o Attended weekly meetings in regards to current and new business for annuities and life insurance.

o Assisted accounting with filing commission statements.o Archived certificates of insurance for the customer service department.o Researched motor vehicle records for the agency’s producers and agents. o Supported all departments with additional clerical work when needed.o Directed all clients either over the phone or in person to the proper department.