Josh Gerlach Email & Phone Number

New York, NY, US

• Leads transformational admin system conversion projects for both Life and Annuity products.
• Serve as a liaison between business and IT areas, translating business needs into application software requirements.
• Develops detailed work plans, schedules, project estimates, resource plans and status reports.
• Communicates with leadership regarding project statuses, along with the application and implementation of technology.
• Design, implement, and monitor the progress of initiatives, milestones, and budgets to ensure timelines and deliverables are met.
• Manages critical relationships with IT, consultants and vendors, internal end users, and other stakeholders.

New York, NY, US

• Navigate administrative systems to determine where errors have occurred.
• Submit corrections to be processed by core processing units.
• Communicate resolution and expectations to internal partners and external customers.
• Identify root causes and trends in service problems.
• Work on special projects as needed.
• Proactive customer centricity focus is required.

New York, NY, US

• Provide customer service to top selling financial advisors regarding fixed, variable and payout annuities
• Maintain exceptional knowledge of over 100 annuity products
• Process simple, complex, non-financial and financial service cases for annuity contracts
• Perform financial transactions accurately and efficiently by holding 100% quality on all transactions
• Honorable Mention for MetLife S.T.A.R. Employee Recognition Extraordinary Effort Award
• Passed the Investment Company Products/Variable Life Contracts Representative Exam to obtain a Series 6 License

Little Rock, AR, US

• Assisted both new and existing customers with their telephone, internet and television services
• Processed orders for new services and also modifications for current customers
• Consistently exceeded sales and quality goals set by management
• Made outbound sales calls to current and prospective customers to market products
• Participated in outbound sales and collection calling to both current and prospective customers
• Marketed products to clients in person at special events such as the Iowa State Fair and other local events