Deirdre Hurley Email & Phone Number

Huntersville, Nc, Us

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Hiring and training new associates, working with internal partners on revising processes, and documenting procedures. Performing regular staff evaluations and annual reviews; as well as tracking and documenting procedures. Developed a detailed monthly scorecard for each associate, as well as a monthly and annual team scorecard. Ensured all work was performed within required turn-around times. Served as subject matter expert on death claims for upcoming system conversion.

Charlotte, North Carolina Area

Charlotte Nc

Prepare plan audit documents and reports for MetLife's group annuity plans. Partner closely with Account Executives, Field Service Representatives, Plan Administrators, and Third-Party Administrator. Prepare and distribute a broad range of plan reports in a time-sensitive environment. Investigate and resolve group annuity issues on both a plan and individual basis. Serve as a point of contact and subject matter expert on MetLife’s group annuities for plans, agents, account executives, and… Show more Prepare plan audit documents and reports for MetLife's group annuity plans. Partner closely with Account Executives, Field Service Representatives, Plan Administrators, and Third-Party Administrator. Prepare and distribute a broad range of plan reports in a time-sensitive environment. Investigate and resolve group annuity issues on both a plan and individual basis. Serve as a point of contact and subject matter expert on MetLife’s group annuities for plans, agents, account executives, and the call center. Show less

Charlotte, North Carolina Area

Work closely with plan administrators, agents, brokers and contract owners regarding in-force group annuity products. Research and resolve a broad range of annuity issues related to premium remittance, loans, agent commissions, withdrawals, and in-service transactions. Respond to complaints from FINRA, SEC, Insurance departments, as well as handle complaints to MetLife senior management, including those addressed to the CEO and division presidents. Prepare complaint reports for senior… Show more Work closely with plan administrators, agents, brokers and contract owners regarding in-force group annuity products. Research and resolve a broad range of annuity issues related to premium remittance, loans, agent commissions, withdrawals, and in-service transactions. Respond to complaints from FINRA, SEC, Insurance departments, as well as handle complaints to MetLife senior management, including those addressed to the CEO and division presidents. Prepare complaint reports for senior management and compliance. Show less

Cornelius, Nc

• New customer software implementation, • Abstracted and summarized property and lease documents using client defined standards and input information into the AMTDirect Real Estate Management System.• Interpreted complex lease provisions and language.• Aggressively abstracted lease documents (new leases, renewals, amendments and subleases) accurately while meeting short deadlines.

Consulting at TIAA-CREF to assist with state insurance department audits by providing examination and analysis of sales documents for compliance with regulatory requirements while identifying trends and deficiencies in the record keeping processes for these products. Documenting Standard Operating Procedures to ensure they reflect the most current and comprehensive regulations and department work steps.

Oversaw Broker/Dealer Compliance, with expertise in Retirement and After-Tax Annuities, Mutual Funds, and Life Insurance, performing ongoing surveillance and oversight of registered representatives’ sales activity.- Sales Surveillance: Designed process and system interfaces for the Broker/Dealer Compliance Unit’s ongoing surveillance of sales activity. - Email Surveillance: Served as the business lead for the implementation of two different email surveillance systems within 4 years.… Show more Oversaw Broker/Dealer Compliance, with expertise in Retirement and After-Tax Annuities, Mutual Funds, and Life Insurance, performing ongoing surveillance and oversight of registered representatives’ sales activity.- Sales Surveillance: Designed process and system interfaces for the Broker/Dealer Compliance Unit’s ongoing surveillance of sales activity. - Email Surveillance: Served as the business lead for the implementation of two different email surveillance systems within 4 years. These systems are used to monitor and retain electronic correspondence sent and received by registered representatives. Also provided onging email policy refinement and email review oversight.- Field Office Inspections: Conducted in-depth field office inspections for compliance with FINRA and SEC books and records requirements, as well as company protocol, privacy laws, and life insurance regulations. Show less

Managed all daily functions of After-Tax Annuity Operations, related to five different deferred and immediate annuity products, while ensuring all system and product related projects were completed on time and on budget.

Provided in-depth information on the policy features and provisions of TIAA-CREF Mutual Funds, After-Tax Annuity products, Life and Long-Term Care Insurance to customers and policyholders through written correspondence, telephone, email, and face-to-face meetings. Counseled customers and prospects on the complex issues effecting the attainment of financial goals, and advised clients on the benefits and implications of particular investment strategies.