Morgan Suraci Email & Phone Number

New Haven, Connecticut

Provides quality assurance on all issued Life and Annuity policies and amendments in accordance with insurance regulations, tax laws, state compliance, and Rules of the Order. Validates and updates complex products such as Registered Retirement Savings Plans, Single Premium Whole Life, 1035 Life Exchange, Survivorship Universal Life, Young Adult Insurance and all values cases. Conducts final reviews on all complex Life and Annuity contracts in Ingenium and Life 70 before releases to agents, ensuring electronic files match policy hard copy, validates client, policy and coverage details and corrects as necessary. Determines if additional information is required to complete contract and to ensure contract is in compliance. Tracks status' on all upcoming team track promotes legal updates and new product specifications. Ensure changes are correct once implicated. Communicates with Business Production Support, Actuarial, Legal and Operations to ensure the most current updates and identify any issues. Produces policy value illustrations using Navigator software. Corrects routine errors; conducts quality control checks; escalates non-routine issues to supervisor.

New Haven, Ct

Manage issued Life and Annuity policies and amendments in accordance with insurance regulations to ensure accuracy of all information and documentation. Creates values and annuity letters and produces policy value illustrations.

New Haven, Ct

Collected and organized new claim paperwork to ensure accurate and timely processing of claims according with policy guidelines. Maintained accurate data spreadsheets and policy requirements for medical approvals to ensure timely review and approval of applicant policy forms. Consistently met daily targets with a high degree of accuracy which resulted in a promotion to next level position.

East Haven, Ct

Child Care professional with progressive responsibilities ranging from assistant teacher to head teacher. Worked through High School and College. Responsibilities include but not limited to: organization and planning of events, scheduling, event budgets, enrollment activities and team building.