Coordinated account set-up process by submitting pre-applications for new business; monitored policy and certificate set-up process. Executed agreements / amendments and documentation or processes required to set-up new business while meeting compliance and legal standards. Managed Life and Health quality controls for claims paid on surrenders, loans and death claims.

Assisted with reviewing client marketing campaigns. Worked diligently with account managers, sales team, operations, legal and compliance on multiple account initiatives.