Reviewed new business apps, requested transfers, and issued annuity contracts for the MGA/GA/Indirect Channels. Communicated any outstanding not in good order items to agents/case managers and assisted in getting the items in good order. Collaborated with the internal sales team to keep them up to date on all cases

While continuing to expand my knowledge in annuities and the products Lincoln offers, the position exposes me to more advanced products. While still performing some of my former roles, I review Variable Annuities enhanced with the Long Term Care Rider, Fixed/ Indexed Annuity LTC Product, Lincoln Investment Solutions & Investor Advantage Registered Investment Advisor (RIA) products, as well as the Deferred Income(DIA)/Insured Income (SPIA), and Employer Legacy (ELEG) annuity options. I collaborate with our Claims Department,in Greensboro, in getting Claim Issues set up on Death Claims and other claim processing.Most recently, I have been crossed-trained to review and process New York/Regulation 60 business including Phases.

•Review Fixed/indexed annuity and Variable annuity applications for eligibility and NIGO issues. (Not In Good Order) •Report all NIGOs to Case Specialists for Call out/Resolution. • Set up/Build annuity policy information in Mainframe system • Review licensing for agents • Set up service features per application elections.•Process payments for applications with cash and issue annuity policies as needed. •Member of the Underwriting Quality Core Team. Working on a project to review/update Business Rules Engine data. •Maintains and Exceeds processing quality standard of 95%

Improving my leadership skills by assisting with managing our team to new levels of success. My main responsibility is inventory and pricing management. By using programs/procedures I have greatly reduced the amount of out of date product in my store, trained associates on how to discount merchandise that is flawed, but not damaged, and making sure our high selling products are always in stock.

Using real-time coaching, I assisted in leading the team to exceed sales goals 6 consecutive months. I was responsible for store operations by making sure the store was abiding by company policy/procedures. Using StaffWorks, I facilitated personal management tasks such as scheduling, payroll, and training Sales Associates.

Recruited and fully trained news staff.Organized and created news broadcast schedules.Collaborated with department chairs to ensure overall success of the station.Restructured the processes, policies, and procedures of the news department.