Responsible for managing a team of highly specialized functions that include Relationship Managers, Underwriters, Underwriting Case Analysts and Case Managers. Work closely with the General Agents, Agency New Business Coordinators and Agents through the Life applications process, underwriting of the applications and issuance of the contracts. Active participation in Continuous Improvement activities, to encompass daily updates to the huddle board, leading team through daily huddles and… Show more Responsible for managing a team of highly specialized functions that include Relationship Managers, Underwriters, Underwriting Case Analysts and Case Managers. Work closely with the General Agents, Agency New Business Coordinators and Agents through the Life applications process, underwriting of the applications and issuance of the contracts. Active participation in Continuous Improvement activities, to encompass daily updates to the huddle board, leading team through daily huddles and oversight on incoming demand, output and metrics. Show less

Oversight for non-production support in the Call Center: Training, Recruiting, Documentation and Procedures, Quality, Operational Readiness for strategic projects

Provide leadership in supporting / driving significant process improvements / initiatives through a Lean process and motivating cross-functional teams. Ensure change management leadership and focus is at forefront. Manage process and talent to deliver high quality service and support within the Claim department.

Responsible for managing a team of highly specialized functions that include Relationship Managers, Underwriters, Underwriting Case Analysts and Case Managers. Work closely with the General Agents, Agency New Business Coordinators and Agents through the Life applications process, underwriting of the applications and issuance of the contracts. Active participation in Continuous Improvement activities, to encompass daily updates to the huddle board, leading team through daily huddles and… Show more Responsible for managing a team of highly specialized functions that include Relationship Managers, Underwriters, Underwriting Case Analysts and Case Managers. Work closely with the General Agents, Agency New Business Coordinators and Agents through the Life applications process, underwriting of the applications and issuance of the contracts. Active participation in Continuous Improvement activities, to encompass daily updates to the huddle board, leading team through daily huddles and oversight on incoming demand, output and metrics. Show less

Provide business operation support, compliance, recruiting, training and quality control oversight to ensure consistent procedures, documentation, and communication across multiple business lines.

Oversight and start-up of the MMLISI Call Center and relationship with the MMLISI business. Acquired Series 7 and 24 in this role.

Began as CSR in 2001 and was promoted to Director in 2003.