Ÿ Entered dividends into Scrip system.Ÿ Downloaded and verified check proofs.Ÿ Collaborated with Client Services and other internal contacts to ensure accuracy and a timely delivery.Ÿ E-print and compared the press release to Cosmos (proprietary system).Ÿ Generated, verified, and sent client funding letters.Ÿ Verified calculations upon completion of control report.

Ÿ Created web/interactive voice response (IVR) sites for electronic voting of shareholder meetings.Ÿ Administered 50-60 e-voting site builds/month during peak season months March through May.Ÿ Communicated with relationship managers and customer service administrators to resolve proxy issues.Ÿ Assisted in the coordination of all E-Voting activities for Proxy Services.

Ÿ Developed marketing efforts to generate potential prospect lead flow for agents in the field.Ÿ Promoted product lines of Medicare Supplements, Long Term Care, Annuities, Individual & Group Dental, Health and Life Plans, along with Mortgage Protection and Disability Income.Ÿ Interviewed, recruited and hired independent agents.Ÿ Oversee new business development, built interpersonal relationships with clients and agents.Ÿ Managed training of agents to ensure compliance to new insurance laws and regulations, which also included agents completing continuing education requirements every two years for license renewals.Ÿ Processed and updated all sales procedures, including financial and medical.Ÿ Reviewed and processed agent contracts and client applications and checked for errors and submitted applications and contracts to the insurance companies.

Ÿ Supported merchants (small and large business owners) with daily activity, settlement questions and batch reconciliations. Assisted in reading and understanding the contents of their statements.Ÿ Provided all merchants with courteous, accurate, timely, and efficient resolutions via inbound/outbound calls, email requests and web chats.Ÿ Developed working relationships with merchants, financial institutions, relationship managers and sales representatives.Ÿ Responsible for troubleshooting and assisting with functionality of credit/debit/check equipment and its connectivity to processing host.Ÿ Performed customization of download files, and terminal memory locations as well as understanding the merchant’s connectivity environment. This included telecommunication and internet troubleshooting, internal testing, and problem replication.

Ÿ Facilitated both inbound and outbound calls to either set appointments for Medicare Sales force, Direct Enrollment or sell Humana One (Humana's Individual major Medical Plan).Ÿ Facilitated the entire sales process for the prospect, including determining eligibility, probing for needs, selling the product, completing the application, and transferring to an underwriter.Ÿ Performed web searches for benefit and service-related information utilizing sites such as the Physician Finder, Pharmacy Finder and Medicare.gov; educated prospects and members on the use of these sites.Ÿ Evaluated customer needs, and cross-sold life insurance policies based on those needs.Ÿ Consistently met sales quotas.