Operations Manager
• Process Death Claims for Brokerage Individual Retirement and Retail Accounts• Developed a process to capture daily volumes and productivity for the team• Worked to create error tracking database for the department• Manage a customer service team that guides internal and external customers• Provide coaching utilizing daily metrics from the CC Pulse system• Perform semi-annual and annual performance reviews• Instituted a call-monitoring process for service team members• Utilize various systems (BETA, SmartStation, Nexidia) to process daily financial activities. Provide reviews and approvals, ensuring accuracy and timeliness• Hire and coach new staff members