Khira Harris Email & Phone Number

Montpelier, Vermont, United States

Dallas-Fort Worth Metroplex

• Managed on-boarding of new office staff by explaining benefits, policies and procedures, coordinating fingerprinting, and provided training on computer and phone system.• Assisted Field Manager with associate’s performance reviews and provides ongoing coaching and development.• In conjunction with the Field Manager, prepared, developed and monitored office budget. Managed expenses and authorized payment of bills.• Processed Contract/Licensing and Registration documents for all financial professionals and assisted with E & O and continuing education requirements.• Adhered to all FINRA & SEC compliance regulations and performs compliance related functions as needed as appropriate to their position.• Kept current with resident and non-resident state’s regulations and requirements for licensing and application. Shared relevant information with office associates to ensure that they understood regulations and can apply knowledge to their jobs.• Worked in partnership with the Home Office and served as a communication link between the Home Office, financial professionals and staff.• Resolved complex questions, concerns and problems for the associates.• Managed the purchase of office supplies and equipment• Prepared and kept updated Business Continuity Plan for the office.• Acted in lieu of the Field Manager, as required.• Oversaw underwriting process, i.e., ordered exams/medical records as requested by the underwriter, provided weekly case status reports to financial professionals and their back-office staff, assisted with communications between the financial associates & the underwriting department• Provided assistance with compensation inquiries, i.e., correct amount of payment, timing, charge-backs, etc.• Provided illustration support to financial professionals, as needed.• Successfully completed regulatory and job training requirements.• Performed other duties as assigned.

Dallas-Fort Worth Metroplex

Penn Mutual Life – Field Case Design May 2013 – February 2015Dallas, TX• Assist with the development of new advanced sales concepts and work with Director of Marketing to design and promote the sales concepts.• Work with advisors, producers and Regional Marketing Directors regarding case design needs by confirming goals and objectives.• Develop case presentation to include sales concept, product(s) and illustration(s).• Follow-up on illustrations and maintain service with high turnaround times.• Maintain corporate database by documenting client contact and case activity and follow-up on outstanding large cases to continue moving business forward.• Train advisors and producers with sales concepts, illustration software and new products.

Provided the Broker/Dealer and Life Brokerage community with support and service needed in the estate and business planning markets.Built and maintained proactive and supportive relationships with General Agency offices, including product and software training, and on-site visits.Developed creative ways to meet the needs of clients, while being mindful of market conduct and compliance guidelines.Analyzed financial proposals, ensuring the projections were in-line with the client’s risk assessment and investment goals, as well as, in compliance with financial standards.Designed and led quarterly live training webcast sessions, including agent education and product knowledge seminars, marketing software, sales strategy and illustration tool training.Created and implemented monthly client-specific marketing campaigns. Prepared illustrations and made product and case design recommendations.Provided sales support and consultation throughout the life insurance sales process.Monitored life insurance applications through the underwriting process.

Provided administrative support for ad-hoc projects as assigned for the Sales Analysis & Purchasing Departments.

Reported directly to both the Director of Recruitment and Manager of Community Recruitment. Worked under general supervision to provide secretarial and clerical support for day-to-day operations.

This company no longer existsImplemented improved procedures for the new business department by eliminating unnecessary steps in the application submission process, thereby increasing the number of issued policies and receiving premiums.Tracked and verified commissions.Managed Licensing/Contracting activities, i.e. verifying state renewal requirements and carrier requirements.

Due to legal reasons, this company no longer existsReported directly to the Vice President of Western Region Sales for ULR. Provided financial and statistical analysis for clients with at least 10,000+ employees.Created client-specific, customized quarterly (and annual) reports that evaluates various financial arrangements. Utilized Excel and PowerPoint to illustrate the analysis of premium/claims loss ratios, experience analysis, participation statistics, and ongoing financial issues discussion.Developed Group Life Insurance Service Manuals clearly illustrating plan designs for various types of insurance. The Service Manuals were also inclusive of contract descriptions, rate structure, communication materials, and insurance contracts and certificates.

Worked with Client Service Executives to price projects for profitability, and then monitoring the projects’ actual results vs. the planned results.Managed client invoices and collections.Mentored, trained and oversaw work of Financial Assistants.Monitored inventory balances and reported large aging balances to Client Services Executives.Performed ad-hoc financial projects as assigned.

Dallas, Texas

Prepared financial information, i.e. premium/cash value analysis.Compiled, audited, and verified statistical and business math calculations as they applied to the assigned benefit and/or insurance plans.Audited insurance policies and illustrations to ensure accuracy and compliance with IRS regulations.Researched, prepared, and audited reports.Interacted with insurance carrier personnel to ensure timely completion of scheduled reports and requests from clients.Helped resolve carrier financial discrepancies.Maintained the database of electronic files in an accurate, complete and timely manner.Demonstrated proficiency with proprietary software systems by production of accurate reports and identification of errors.

Master Of Business Administration, Financial And Managerial Accounting, Managerial Economics, Advanced Business Statistics

Master Of Business Administration

Ms, Healthcare Administration

Plan to pursue dual Master's - MBA starting 2011

Ms Hcad, Healthcare Administration

Master Of Healthcare Administration; Bachelor Of Business Administration, Finance

Bba, Finance