Samantha Wright Email & Phone Number

Greater Boston Area

• Employed to support daily operational tasks through researching, developing and executing strategic reports for client services in accordance with company standards and demands.
• Source new clients and open new accounts.
• Authenticate and verify client information through diligent background and fact checking.
• Formulate strategic and operational reports for client accounts.
• Review investment portfolios and financial and regulatory reports to ensure company guidelines are met.
• Execute effective OFAC checks on brokerage clients in compliance with company policies and standards.

United States

• Advise Case Managers on case set up, which includes Application, Agent Licensing, Insurance Quotes, Illustrations, Amount Requirement and Products
• Ensure that new applications are completed within department standard
• Run multiple queries to ensure that work is distributed to the team
• Supervise a team of 15 and ensuring that good attendance, positive attitudes, and motivating work ethic where demonstrated
• Give constructive feedback to individuals and the team to help their process of work flow and work accountability
• Research and problem solve cases on Siebel and enforced that procedures where followed thru

• Promoted to review and assess all life insurance contracts. Leveraged in-depth knowledge of risk management and contract evaluation to verify application data, contract requirements, and approval of the Underwriting.
• Fostered seamless workflow, providing management support for 26 employees and cross-training team members to meet objectives with accuracy and efficiency.
• Established and upheld the highest standard of quality by proactively identifying problem areas, outlining recommendations, and rolling out effective procedural changes.
• Managed system data for issue specialists and case managers, monitoring data entry and maintaining system data integrity.
• Bolstered operational efficiency, increasing mailed policies to 100 per day while diligently reconciling back log reports.
• Acted as a primary resource for staff members, managers, and multiple departments on the interpretation of system data.

Boston, MA

• Brought on to process life insurance policies for all new businesses. Issued cases in accordance with department standards for productivity and service quality.
• Demonstrated a keen attention to detail and accuracy in verifying date entries and issued policies, smoothing correspondence with associated agencies.
• Strengthened customer relationship management and compliance management by blending expertise in Siebel and PAL with knowledge of contract law and state legislative requirements.
• Worked closely with the case manager to update policy statuses while liaising with customer service and case management teams in Toronto regarding reissue cases.
• Received the Services Excellence and Star of Excellence Team Awards for providing superior customer- facing service.

• Researched program material for use in future productions
• Performed most production functions, including: Videography, Editing, and Producing
• Conducted extensive, on-site, location shooting

Boston, MA

• Provide direct administrative support for Departmental activities
• Creating and assigning member identification cards
• Processing return mail
• Updating Primary Care Physician
• Research members’ information and makes updates to files

Brookline

• Program material for use in future productions
• Performed most production functions, including: Videography, Editing, and Producing
• Conducted extensive, on-site, location shooting

Brookline, MA

• Researched program material for future broadcasts
• Performed a variety of production functions such as Videography, Editing, and Producing
• Conducted extensive, on-site location video taping

Bachelor Of Science, Digital Film & Video Production

Associates, Science; Television Broadcasting