Daniel Avalos Email & Phone Number

Boston, MA, US

Waltham, Massachusetts, United States

• Utilize key vendors to support new annuity product build, new onboarding distributors, platform maintenance, and ongoing enhancements including but not limited to DTCC, AnnuityNet, Affirm, and FireLight
• Participate in soliciting and documenting business requirements, understanding of technical dependencies, and helping to envision creative solutions to both business and technical challenges
• Prepare tactical test plans, create and execute test cases for several project initiatives
• Technical liaison between internal business partners, industry vendors, and distribution partners
• Provide project support on an as needed basis to help set direction-based industry experience as well as internal system capabilities
• Assist in problem resolution as needed to ensure that internal and external customers receive prompt, efficient service, and promotes service excellence

Waltham, Massachusetts, United States

Waltham, Massachusetts, United States

Waltham, Massachusetts, United States

• Performed quality control and thoroughly tested Claims' system to ensure proper system operation for the Annuity division
• Documented and tracked all system problems, and worked to resolve them with the assistance of Programmers, Project Management, and Business Systems Analyst
• Identified limitations within Claim's systems and processes and recommend possible process improvements to increase efficiencies, and to streamline processes
• Assisted in implementing compliance and regulatory requirements
• Acted as point person for escalated claims inquiries, and responded to complex and escalated contract inquiries by using judgment within defined practices and procedures
• Reviewed and interpreted complex plan and policy documents in order to respond to customer/non-standard request

Waltham, Massachusetts, United States

• Assisted with the creation of an automated matching process to identify policy owners who has been been reported as deceased in the Social Security Death Master file
• Acted as a liaison between Annuity Claims and System groups to facilitate the identification of process improvements, system design, testing and implementation
• Created tracking tools and worked with IT on the creation of system driven reporting tools
• Planned and implemented training for several processes across multiple onshore/offshore sites managing to strict time deadlines
• Identified, evaluated, and implemented operational changes to improve information, and processing system

Waltham, Massachusetts, United States

• Coordinated all Annuity Claims abandon property efforts by partnering with internal Legal and Compliance to ensure all applicable requirements are identified and complied
• Developed operation procedures, guidelines, and documentation
• Conducted knowledge sharing sessions with other team members to facilitate the spread of the workload
• Tracked all Annuity Claim's unclaimed property and worked with various business areas to ensure timely, and accurate action is taken
• Communicated regularly with Compliance and Accounting to provide state specific reporting
• Assisted internal and external customers, answering inquiries and coordinating requests to reissue payments

Wellesley Hills, Massachusetts, United States

• Identified as key representative to monitor and test system enhancements for integrity and consistency
• Analyzed, improved processes, and increased efficiency within the department by streamlining operations
• Maintained full responsibility for training and coaching the team in performance at optimal level with all Annuity Claims functions
• Balanced customer requests with a focus on compliance with all Federal and State regulations

Wellesley Hills, MA

• Crossed train on New Business functions to process and review new business paperwork to issue the business accurately, and in a timely manner
• Learned a wide variety of financial product information and internal process and procedures, while adhering to strict financial industry rules and regulations

Northborough, Massachusetts, United States

• Supported staff of four outside sales personnel covering the New England area; Coordinated inside sales functions for the sale of machines, related parts, and accessories; Reviewed specifications, generated quotations.
• Developed selling skills and continually maintain strong ethical character in all business interactions
• Increased profit by winning bids that had a 15% to 30% margin growth
• Increased sales by establishing a relationship with current vendors, new vendors and distributors