Jessica Naney Email & Phone Number

• Serve as the single point of contact for 35-40 of the company’s top producing annuity agents
• Cultivate professional relationships with customers through providing customer service that goes above & beyond expectations
• Function as a liaison between agents, administrators, and other departments to resolve annuity new business & customer service issues
• Maintain knowledge base of federal & state regulations, product information & industry changes
• Work as part of a team to ensure all tasks are completed in a timely manner including case review, follow up calls, managing incoming requirements, & covering for teammates who are out of the office

• Received & resolved escalated case issues via phone & email from agents & their uplines
• Provided quotes, requested requirements, & handled rushed/high priority work items
• Worked with internal wholesalers & client’s Home Office to resolve escalations & exception requests
• Served as point of contact for multiple IMO’s to help with New Business & Policy Holder Services items

Lincoln, Nebraska Area

• Ensured funds were transferred in a timely manner by making outbound calls to other companies we were requesting them from
• Initiated calls to agents and IMO’s regarding outstanding requirements for annuity policies
• Trained new employees on their job specific duties & tasks
• Maintained multiple databases to manage team tasks & records
• Created & updated procedural & training documentation used by others in the department