James O. Email & Phone Number

North Attleboro, Ma

As an Internal Marketing Representative, I partner with my Regional Marketing Director to help financial professionals increase their revenue and strengthen relationships by leveraging technology, providing innovative ideas, and promoting advanced life insurance solutions to further enhance their practice and create more value for their clients.In our partnerships with financial professionals, we put their needs first. With Penn Mutual, you have a direct path to success, and you can be confident in knowing you have immediate access to all the tools and resources you need to succeed, including Our Accelerated Client Experience (ACE), a breakthrough, all-digital way to issue policies from one place, allowing you to go from application to issue in as little as a few hours in some instances. Other ways we help to ensure your success include:* Regional and national support teams* A team of advanced sales specialists* A series of illustrated sales concepts* Marketing programs and tools to grow your businessAt Penn Mutual we believe that life insurance is a core component of a sound financial plan — and that it can make an enduring impact for generations to come. That's why I supply my financial professionals with the resources and support they need to help their clients confidently secure a future for the people they care about most.

Greater Boston Area

-Independently conducted in-depth due diligence on individuals, affluent and international clients, large segments of business, and daily account activities to identify fraudulent and undesirable portfolio assets and transactions with the goal of mitigating risk and documenting potential fraud trends. - Managed documentation storage, drafted investigative reports, and performed the initial on-boarding review and risk and financial needs analyses on more than 275,000 life insurance applicants; and oversaw on-going ad hoc account reviews with the goal of abating detrimental risk. - Identified and consulted on more than $500M of declined adverse risk through review and interpreting of legal dockets, state law statutes, court documents, and other financial reports in anticipation of underwriting requirements. Led to earning de facto researcher title from key stakeholders; Subject Matter Expert. - Collaborated on the drafting of the Politically Exposed Foreign Persons (PEP) procedures with multiple divisions, which most recently resulted in the decline of a $25,000,000 international case. - Participated with the Compliance Division on OFAC/OFSI cases requiring high level research acumen. - Consulted on the integration of KYC functionalities into Artificial Intelligence Underwriting algorithms and Direct-To-Client online platforms.

Greater Boston Area

Recruited for the role to enhance workflow matrices between the corporate office and multiple agencies. Created and implemented organizational methodologies to ensure agency sales goals were achieved. Moreover, excelled at coordinating efforts to facilitate final underwriting risk assessments. -Key member in assisting a sales branch in earning the second highest YoY sales growth for all agencies. -Developed and maintained a database used for trend analysis and metrics reporting with the benefit of increasing team members’ quality and decreasing cycle times. -Served as a pivotal component managing the life insurance front-end operation process; confirmed receipt of vital client documentation and orchestrated efforts to facilitate a final underwriting risk assessment.

Quincy, Ma

-Assessed correct global tax treaty entitlements on various types of international securities/derivatives to abate tax-related exposure on clients’ accounts. -Collaborated with management to increase efficiencies and decrease expenses by isolating trends in the daily workflow. -Established and maintained clients’ accounts used to monitor dividend and interest tax reclaims at international sub-custodian banks to facilitate currency and securities trading. -Consulted for StateStreet to institute the omnibus account at BNP Paribus Bank in Paris, France.

Quincy, Ma

Quincy, Ma

Bachelor Of Arts - Ba, Economics

Emergency Medical Technician (Emt)

High School Dipolma