Effectively manage, direct and oversee Corrective Processing Virtual work from home team (8) responsible for contract corrections, manual calculations and the manual trading of variable funds sent to separate accounts.• Engagement Manager for vendors and responsible for monitoring Life and Annuity policies.• Provide oversight and participation in SOX, ESPQ, Heath Assessments and Site Visits.• Establish appropriate performance objectives criteria and key performance metrics for the performance of functional processing areas. • Developing and executing organizational, staffing and hiring plans to ensure functional areas has the appropriate organizational structure and capacity necessary to accomplish its goals and objectives.• Direct the development and implementation of policies, procedures and systems. • Manage and monitor the work operations and/or functional programs and having responsibility for employee evaluations and for effectively recommending the hiring, promotion, transfer, demotion and disciplining (including termination) of employees as appropriate to ensure accountability and high standards of work product and job performance.• Directed the conduct of annuities internal quality review program to enhance all operational review processes and then worked with centralized project team to optimize all teams under one program. • Keep current with changes in federal and state tax withholding laws and statutes and regulations affecting annuity operations, programs or services, and promptly and fully advise Risk and Compliance groups of any potential impact.• Plans, guides and advises senior management team on plans to grow and develop talent and ensure talent is positioned in the right roles to maximize impact. Collaborates with management to create, implement recognition/mentorship programs to reward, grow and develop staff. • Manage attrition through effective succession planning.

•Led training and efficiency initiative by successfully migrating Commission Reassignment work to offshore EXL vendor.•Managed Commission team with responsibilities of ensuring productivity, slippage and quality reporting metrics. Developed strong working relationships with Broker Dealers to set up agreed upon service level agreement for trail and regular commission payments .

•Led team of 8 temporary employees on a special 403B Pension Plan Project. This was a stretch opportunity to showcase Management skill-sets.•Responsible for hiring, building structure and implementing process for the entire project. •Established weekly reporting metrics of results and accomplishments. •Worked closely with Product, Compliance, Tax, Vendor Governance and Operations