Jim Hall Email & Phone Number

Crossville, TN

Atlanta, GA

Greater Atlanta Area

Directed staff responsible for management of over 300 life, disability, mortgage and unemployment payment protection forms and policies for use by financial institutions and form provider vendors. Initiated efficiency and process improvement projects to increase client use of on-line sales management tools.Managed and directed company product exit.

Greater Atlanta Area

Led the Client Executive team managing agent, customer and account relationships in the credit union, bank and auto dealer markets. Managed and coordinated the implementation of large business acquisition projects resulting in increased market presence through the addition of 1500 new accounts and agent relationships. Led implementation of $12 million.

Greater Atlanta Area

First and second mortgage loan sales. Analyzing financial information to recommend mortgage lending solutions for consumer refinancing and new home purchases. Manage lending process with consumer from initial application to loan closing. Create strong working relationships with mortgage lenders and service providers to maximize efficiency for the client.

Greater Atlanta Area

Manage team of claims examiners and customer service representatives in the administration of life, disability, property and unemployment claims. Prepare and present annual budget and quarterly performance updates for senior management. Meet and exceed metrics for production, quality service level and budget goals. Initiate projects to improve customer.