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.• Generate Wealth Vision statements for clients through analyzing financial reports, anticipating consumer demands and trends, and maximizing client satisfaction and profit margins.• Mange inventories to ensure that the product quality is in compliance with company standards.

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• Monitor and research Suspense Report, Post Delivery Requirements report, and Outstanding Requirements Reports on Excel.

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 Department for prospective and renewal business.• 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.• Earned the Quality Specialist Review Award for strengthening quality through all phases of data gathering, pricing, quoting, and account maintenance.

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

• 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

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

• 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