Elaine Kramer, Almi, Acs Email & Phone Number

Des Moines, Iowa Area

Resolve any open issues for an annuity application from the time it is submitted until issued. Serve as a liaison between producers, uplines, third-party administrators, Commissions, Contracting & Licensing, Legal and other departments. Develop professional relationships with producers and their uplines while keeping them up to date on procedures..

Des Moines, Iowa Area

• Prepare new business life insurance cases for additional underwriting review. Provide timely and informative status to producers. Track and review underwriting requirements. Apply knowledge of pertinent laws.
• Achieved phone quality assurance as one of the top seven case managers with qualifying for company’s Hall of Fame last four months with minimum of one 100% call quality and low drop rate at 1.1%.
• Assisted other teams’ workloads during training and testing of new systems for Global Atlantic while maintaining own workload and added phone service.
• One of four specialists reporting and noting information to/from the Medical Information Bureau.

West Des Moines, IA

Prepare new business life insurance cases for additional underwriting review. Provide timely and informative status to producers. Track and review underwriting requirements. Apply knowledge of pertinent laws, regulations and rules through process. Maintain detailed, compliant and accurate documentation of all case activity. Proactively review case status.

Des Moines, Iowa Area

• Provided support to the Managing General Agents and underwriters on standard to complex medical, life and ancillary cases. Handled medical and life insurance case amendments and renewals. Communicated pertinent.
• Reviewed information received from sales offices and input into systems with 97% efficiency.
• Administered on-line records accurately containing information used for compensation to the Vice President of Sales including $25 million in new sales and 550 renewals annually.
• Created training documents for future and current employees for two online systems reinforcing procedures, reducing possible litigation and legal issues as well as state and federal fines.

Des Moines, Iowa Area

• Processed new individual life and annuity business cases to ensure accuracy and state specific service standards were exceeded with 99% accuracy and 24 hour timing. Reviewed life insurance replacement forms and.
• Coordinated and managed processing of Internal Revenue Service 1035 life insurance transfers, internal and external, in cooperation with underwriting to receipt of funds to the client.
• Specialized in New York life insurance replacement Regulation 60 program with more complex and detailed guidelines placed by the state.

West Des Moines, IA

• Communicated licensing information with all state departments and 600 nationwide agents while maintained agents’ confidentiality to obtain their licenses. Provided information to 30 appointment companies weekly..
• Completed large licensing projects on a timely basis, including project to meet government transparency guidelines by licensing all current Iowa, Illinois, Michigan and Massachusetts agents in all states.
• Initiated new licensing and check system and provided high quality customer service in maintaining agent licenses in property, casualty, life as well as ancillary lines when requested.
• Trained and motivated three licensing specialists to assist with agents’ licensing needs as business grew.
• Participated in Securities and Insurance Licensing Association requiring coursework and attending national conferences in California and Missouri to gain knowledge from all state regulators to further our department’s.

West Des Moines, Iowa

Assisted life insurance policy owner service department and policy owners. Received and processed returned mail daily. Accessed TransUnion for clients to change and update addresses. Processed dishonored checks and deductible changes.

Des Moines, Iowa Area

Provided care and age appropriate education for children ranging in ages of newborn – 10 years. Trained in CPR, First Aid, Child Development and ChildNet certified. Processed tax paperwork. Involved in community.

Des Moines, Iowa Area

Processed trades of mortgage backed securities on a timely basis. Calculated, verified and reported purchases, sales, profit/loss involving millions of dollars to senior management daily. Provided prompt and courteous service to upper management as well as New York and Chicago stock exchange brokers. Involved with security trades including the buying and.

Associates, Business Administration And Financial Management

PROFESSIONAL DEVELOPMENT Securities and Insurance Licensing Association Designation Program 2001 Life Office Management Association (LOMA).

Education record