Don Hogan Email and Phone Number

Managed team of retention specialists responsible for contacting customers and agents transferring fixed annuity contracts from Jackson National Life Insurance Company. Discussed benefits of current contracts versus those of competitors; with desired outcome of ensuring that transactions are in the best interest of the customer and retaining customer account.

Manage all phases of in-force financial transaction processing for variable and fixed annuity contracts and life insurance policies; ensuring compliance with FINRA, SEC, IRS and state regulations as well as company policies and procedures, while mitigating financial risk to the company and providing exceptional customer service.• Leveraged relationships with all internal Operations, Compliance and Legal departments, sales teams, producers, broker/dealer compliance officers and back-office associates, ensuring collaboration in the administration of contracts and servicing of customers and enabling the influencing of desired outcomes.• Established and nurtured relationships between management and associates in local, national and international service centers with emphasis on single-team cohesiveness, resulting in collaborative approach to workloads, shared sense of commitment, reduced associate stress and increased job satisfaction.

Supported the VP of Operations for the Denver Service Center through research and reporting.

(Voluntarily stepped down to attend to family issues after my wife passed away. I intended to leave the organization, however Executive Management asked me to stay on with the firm, if even in a lesser capacity.)Directed management and operations staff responsible for broker/dealer and producer insurance license appointing, while ensuring compliance with all state Departments of Insurance, FINRA and SEC licensing and appointing regulations for the sale of variable insurance contracts. Managed Commissions team responsible for gross dealer concession payments to broker/dealers, including all aspects of compliance and service for broker/dealer back-office associates, producers and the Jackson sales force. Directed management of mailroom and policy/contract records management.

Managed teams of associates responsible for broker/dealer and producer insurance license appointing; and commission team responsible for gross dealer concession payments to broker/dealers, including all aspects of compliance and service.

Sold traditional guaranteed investment contracts (GICs) to corporate pension administrators, both directly and through pension consulting firms.