Janel P. Email & Phone Number

Phoenix, Arizona, Us

Implemented Monday.com for IT workflow management, conversion of ticket systems from legacy web programs to Monday.com forms for all IT requests and Compliance in the company. Worked to gather and document requirements, quality assurance test, and manage projects to modernize company electronic applications for Life Insurance, Medicare Supplement, Fixed, and Fixed Indexed annuities. Built first electronic application platform for sister company Christian Fidelity Life Insurance with Web, Marketing, and Sales as Project Coordinator for IT. Worked closely with developers to take data from XML, SQL, and looping data files from the DTCC and load them automatically into the IBM iSeries processing system creating the first automated data collection for the carrier. Deployment of Salesforce for Operations business units with continued administration and maintenance of the platform.

Phoenix, Arizona, Us

Responsible for handling the inbound communication of all agents, IMO, FMO, MGA regarding contracting, New Business, company policy and procedure while maintaining productive business relationships.Management of diverse team of work from home, in office, and out of state employees to ensure company message is presented in a uniform and professional manner while continuing to improve company processes and procedures.Direct duties include review of new forms, verification of outbound client facing communication, creation of new website for producers selling company products, and training of employees.Lines of business supported: FIA and MYGA annuities, Medicare Supplement, Whole Life Insurance, Modified Endowment Contracts.

Phoenix, Arizona, Us

Receipt of all Medicare Supplement, Life Insurance (Whole Life and SPWL MEC Contracts), FIA and MYGA annuities for corporate Home Office with requirement for review and issue of contracts of insurance for over 15,000 active producers and management of a diverse team in multiple states. Knowledge required of NAIC Suitability Guidelines, state specific guidelines, and DOL, FINRA, and SEC requirements for Suitability and replacements.Worked with IMO, FMO, MGA and Broker Dealers to review suitability, medical underwriting along with state and Federal guidelines for health, life, and annuities.Worked with Compliance and Marketing to design new products including application forms and policy language along with electronic application submission reporting directly to Vice President of Operations.

Performing distribution duties for life and annuity products; 1035, 403(b), 457 and DB plan exchanges, IRS levies, maturities, contract endowments. Processing of life insurance claims while maintaining corporate and legal guidelines.Assisting in internal (company) and external (Department of Insurance) audit preparation and compliance.Creating, verifying, and maintaining the accuracy of quality control features while focusing on the conservation of life insurance contracts by maintaining a high level of contact with customers.Maintenance and creation of reports to track quality control mechanisms and evaluate procedures in place, updating them for continual improvement of the disbursements process while managing two departments.

Woodland Hills, Ca, Us

Duties included taking inbound calls from existing clients to service policies and cross sell other lines of business (automobile, homeowners, renters, boaters, motorcycle, umbrella, life) to the household. Reviewing accounts billing status, processing payments, contacting delinquent accounts and making changes to billing plans to ensure continued ability to afford insurance.Regularly verifying the accuracy of renewals for both personal and commercial clients. Assisted in reporting claims and keying them in the Farmers Insurance system. Follow up with clients on claim status and facilitating conversation with the adjusters and subrogation departments was a daily activity. Making appointments and reviewing claim settlement information with clients to facilitate proper completion and return of required paperwork from the client to Farmers HelpPoint Claims Services.Marketing outside households for new business and contacting existing households for referrals of new clients. While maintaining an outstanding level of customer service and professionalism in a fast paced work environment.Moved to management of all inbound sales for Commercial and Excess Lines coverage, training of new agents on Liability Insurance, Group health, Group Life, Retirement Planning, Legacy Planning, and Builder’s Risk contracts.