Janet Franz Email & Phone Number

Dresher, Pennsylvania

Rules maintenance, enhancements, and liberalizations - including creation of new rules, updating current rules, finding and implementing process improvements, etc; Creating and maintaining operating procedures and risk assessments - including creation of comprehensive job aids, and step by step process and procedures. Provided support to business partners on high profile, escalated, and complex case issues and requests - partnering with risk, legal, and advanced marketing as… Show more Rules maintenance, enhancements, and liberalizations - including creation of new rules, updating current rules, finding and implementing process improvements, etc; Creating and maintaining operating procedures and risk assessments - including creation of comprehensive job aids, and step by step process and procedures. Provided support to business partners on high profile, escalated, and complex case issues and requests - partnering with risk, legal, and advanced marketing as needed;Provided support as a subject matter expert in Settlement Options matters to law department on cases involving litigation (e.g. research, depositions, etc);Supported new products, projects, and initiatives;Provided comprehensive training - including creation of training material;Review and interpretation of legal documents (i.e. trusts, POA's, guardianship, sale agreements, etc) as needed to ensure rules are being adhered to (i.e. signatures, support documentation, etc);In house subject matter expert in matters pertaining to Beneficiary, Ownership, Assignment, and Name Changes as they relate to life insurance. Created customized beneficiary and ownership endorsements as needed to satisfy complex customer requests (including new business) in compliance with the terms of the contract as well as any legal and regulatory requirements and ensure accurate and prompt handling of any claim; Show less

Was recruited by Corporate Rules - Settlement Options area which was responsible for maintaining and creating rules associated with Ownership, Beneficiary, Assignment, and Name Change requests on life insurance contracts. Duties included, but were not limited to:Provided support to business partners complex case issues and requests;Creation of customized beneficiary and ownership endorsements as needed to satisfy complex customer requests;Rules maintenance and… Show more Was recruited by Corporate Rules - Settlement Options area which was responsible for maintaining and creating rules associated with Ownership, Beneficiary, Assignment, and Name Change requests on life insurance contracts. Duties included, but were not limited to:Provided support to business partners complex case issues and requests;Creation of customized beneficiary and ownership endorsements as needed to satisfy complex customer requests;Rules maintenance and enhancements;All duties associated with managing staff;Creating and maintaining operating procedures and risk assessments. Show less

Coordinated systems issues and questions and brought them to resolution. Examples include identifying and correcting control and processing checks which prevented transactions from processing as well as support of system updates and enhancements which included review and sign off of business requirements and performing quality assurance and user acceptance testing. Supported staff - including outsource vendor with technical questions. Looked for ways to improve processes -… Show more Coordinated systems issues and questions and brought them to resolution. Examples include identifying and correcting control and processing checks which prevented transactions from processing as well as support of system updates and enhancements which included review and sign off of business requirements and performing quality assurance and user acceptance testing. Supported staff - including outsource vendor with technical questions. Looked for ways to improve processes - including writing of job aides, procedure updates, as well as ways to streamline work. Provided trainingSupported management with workflow and reports on quality and service statistics. Show less

Duties included, but were not limited to - assisting Customer Service Associates with live caller questions and inquiries. Taking phone calls from reps/brokers on client policies.