Roxie Latimer Email & Phone Number

Oversee the claims process for Life and Annuity products. Responsible for Reinsurance billing for claims that have been adjudicated.

Oversee process for Life and Annuity lines of business, Reinsurance and Disability Claim processing which includes both contestable and non-contestable claims.

Charlotte, North Carolina, United States

Led and carried out process improvement and cost savings projects, while managing budgets up to $1 million.Participated in developing personal development plans for employees leading towards internal career advancements.Led teams through multiple Lean Transformation (value stream mapping, Agile, Six Sigma) training events to improve operational / personnel efficiency and cycle times.

Charlotte, North Carolina, United States

Establish goals for the department working with the team leaders to establish the process to meet them wifthin each respective team. Work with various partners across the organization on projects to implement new systems, process, products, etc as approved within the current years budget. Review and approve compliance guidelines set for Sarbanes Oxley, 7 day compliance rules for disbursement of funds and Client Information Profile Review.

Charlotte, North Carolina, United States

Demonstrate outstanding leadership skills in managing all facets of case management including receiving and processing as well as in overseeing a team of 25 representatives. Constantly confer with all involved individuals including underwriters, branch managers, all internal customers, and financial professionals with regard to daily analysis of volume trends, productivity and quality measures. Administer wide-ranging roles including but not limited to Human Resource functions, such as interviewing, hiring, training, talent development and retention, monthly one on ones, performance appraisals, corrective action, and terminations, along with budget management, overtime management, scheduling of staff, timesheet approval, and contract worker management. • Maintain close collaboration with business partners in retail and wholesale sells advisors, HR, and compliance to determine an employ customary practices and procedures in serving institutional clients.