Monica N. Email & Phone Number

Dallas/Fort Worth Area

Mineral Wells, Texas

Develop and maintain new customer and business accounts. Provide outstanding service during and after the sale.Recommend changes in products and services.Stay current on the newest technology products and services.

Amarillo, Texas Area

• Reviewed documents for accuracy and identified issues that needed to be resolved. • Interacted with agents, Broker-Dealers, policyholders, internal wholesalers, and other intercompany departments via emails, phone calls, or correspondence.• Ability to train, motivate, and supervise newly hired employees.• Responsible for multiple reports daily included worklists and Appian reports and wires and reported to upper level management. • Review Power of Attorney documents to determine if in good order, if not reached out to clients.• Reviewed statements for errors prior to them going out to the client. Manually reviewed the rates and Rider calculations.• Created overnight labels for checks using UPS system.• Set up new policies; Complied with various state and/or product requirements, inputting the application data into multiple databases and transferring funds.• Reviewed: Completes, Partials, Transfers, Required Minimum Distribution & Systematics paperwork to ensure all required information was received and then process requested distribution. • Issued manual checks to clients; used SAP to reissue checks or to balance suspense ledgers. • Was involved with special projects such as train employees on new GUI system, helped with the transition of the move of the SunAmerica company from Woodland Hills, CA to Amarillo, TX. Assisted with the new process of Premium Producers which accommodates high dollar producing agents.• While in New Business was approached by management and upper management to contact agents that required special handling on their policies. • Was loaned to numerous departments to help out when they were short staffed. Learned their procedures while meeting their metrics.

Amarillo, Texas Area

TOTAL Division- Merchandising, Oculus Brand Ambassador, Dedicated Sales and Training Rep• Provided retail merchandising coverage with designated retailers such as Nest, Roku, Michael Kors, Noon Home, and Hewitt Packard. • Assisted in sales or training as needed.• Completed all reporting in a timely manner.• Promoted, presented, and sold Oculus products to a variety of audiences.• Ensured product displays and appearances were consistent with client standards.• Partnered with store management and team members to execute successful sales opportunities and demos.• Attended required training sessions on assigned products. • Building and maintaining long-term trusting relationships with retail store associates, retail management, and trained them on new products as needed.

Amarillo, Texas Area

Worked as a temp-to-hire at AIG• Worked on the TOV Combo Account Team in New Business at VALIC AIG doing follow-up calls on transfer/rollover requests that were submitted by clients. • Worked as a Call Center Rep at the Call Center helping clients on the phone with questions about their policies and sending the correct documents out.