• Oversaw the end-to-end operational implementation for new life insurance and annuity products, along with conversions of existing, third-party insurance business. Areas of impact included administrative platforms/software, operations workflow, mailroom setup and support, electronic applications, application entry software, and financial advisor systems of record. • Performed defect and root cause analysis and presented findings to project management and leadership.• Established, updated, and maintained operating guidelines and user manuals.• Extensive experience in all areas of the annuity and life insurance industry. Including but not limited to New Business, Post Issue, Claims and Correspondence.

• Oversaw the end-to-end operational implementation for new life insurance and annuity products, along with conversions of existing, third-party insurance business. Areas of impact included administrative platforms/software, operations workflow, mailroom setup and support, electronic applications, application entry software, and financial advisor systems of record. • Performed defect and root cause analysis and presented findings to project management and leadership.• Established, updated, and maintained operating guidelines and user manuals.• Extensive experience in all areas of the annuity and life insurance industry. Including but not limited to New Business, Post Issue, Claims and Correspondence.

• Collaborated with internal and external stakeholders to assess, select, and recommend solutions and alternative approaches to meet complex business needs.• Drove creation of detailed project estimates to support new product implementations, client conversions, system enhancements, and other general business needs.• Presented comprehensive project requirements and implementation estimates to workstream management and senior leadership.

• Developed detailed business and functional requirements.• Reviewed existing operating procedures to identify process improvements and helped drive change management.• Trained and mentored new analysts on business processes and procedures.• Built impactful client relationships and participated in on sight solution definition efforts.

• Managed escalated operations service issues and provided instruction to service center associates. • Processed customer accounts and provided external, written communication.