Sandra Dennis
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Sandra Dennis Email & Phone Number

Program Specialist Team Leader at State of Mississippi --Department of Insurance
Location: Clinton, Mississippi, United States 5 work roles 1 school
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Current company
State of Mississippi --Department of Insurance
Role
Program Specialist Team Leader
Location
Clinton, Mississippi, United States

Who is Sandra Dennis? Overview

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Sandra Dennis is listed as Program Specialist Team Leader at State of Mississippi --Department of Insurance, based in Clinton, Mississippi, United States. AeroLeads shows a matched LinkedIn profile for Sandra Dennis.

Sandra Dennis previously worked as Program Specialist III at State Of Mississippi --Department Of Insurance and Client Service Specialist at Forrest Johnson Ameriprise Financial Services, Inc.. Sandra Dennis holds Bachelor'S Degree, Political Science from Tougaloo College.

Profile bio

About Sandra Dennis

Work in the financial field for the past 4 years. Liaison between financial advisor and clients, clients' family members, potential clients, employers, life insurance companies, annuity companies, banking institutions, etc. daily communicating financial information and any other information needed. Process and maintain financial accounts - individual, joint, trust, UTMA, IRAs, managed, brokerage, annuities and insurance. Journal funds internally and externally to mailing addresses and banks on file. Create monthly, quarterly and annual systematic monetary arrangements. Calculate and process required minimum distributions, inherited and individual IRA accounts. Process yearly life insurance and long term care premiums. Add Pips to accounts for trade purchases. Create and update documents such as, Power of Attorneys forms, Trusted Person forms, name changes, beneficiary, estate settlement, banking instructions, custom advisory relations form and managed accounts. Schedule clients meetings via Outlook and CRM. Prepare client related financial reports for financial accounts, annuities, life insurance and financial planning for meetings via telephone, face to face, and Glance meetings. Store all pertinent documents in OFM and BOX. Assist clients to sign up for the Secure Site.

Current workplace

Sandra Dennis's current company

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State of Mississippi --Department of Insurance
State Of Mississippi --Department Of Insurance
Program Specialist Team Leader
Clinton, MS, US
5 roles

Sandra Dennis work experience

A career timeline built from the work history available for this profile.

Program Specialist Team Leader

State Of Mississippi --Department Of Insurance

Clinton, Ms, Us

Program Specialist Iii

Current
State Of Mississippi --Department Of Insurance

Jackson, Ms

• Review and approve SERFF filings for insurance documents, change of personnel officers for insurance companies, etc.• Update approved insurance rate increases in SIRCON.• Upload and update manual insurance documents through Isynergy.• Upkeep Open Issue Spreadsheet documenting issues from inbound calls, faxes received, emails and calls received from the Commissioner of Insurance, Consumer Department, etc.• Schedule travel arrangements for Director of Life and Health Actuarial Division. • Arrange and setup State of Mississippi Insurance Division special events.• Approve educational courses for institutions from all states rendering coursework pertaining to life and health in the state of Mississippi.• Research and email daily health news articles to State of Mississippi Insurance Division.• Listen to and transcribe weekly conference call from NAIC.• Intermediary for consumers and providers to deliver external reviews to appropriate personnel.• Created departmental manuals for the various job duties for Life and Health Actuarial Personnel.• Backup Personnel for Actuarial Specialists for various tasks such as approve, acknowledge SERFF filings, response to questions and answers to insurance companies and approve network adequacy SERFF filings.

Oct 2022 - Present

Client Service Specialist

Forrest Johnson Ameriprise Financial Services, Inc.

• Ensure a positive and professional client service experience.• Manage all aspects of client portfolios and services including: generate reports through Emeetings using PowerPoint for client reviews, update excel spreadsheet, prepare all needed forms and assure completion, run insurance/annuity illustrations, input client meeting notes and follow up.• Oversee the maintenance of advisor’s business licenses and track/register continuing education.• Track and process Required Minimum Distributions, and calculate and process Beneficial IRA RMDs.• Take incoming phone calls, answer customer inquiries and issues and offer technical assistance to clients.• Direct client complaints or complex queries to relevant departments in a timely manner.• Use multiple applications and systems to meet clients’ needs.• Provide fund values and answer other product-related questions and/or questions related to insurance, annuity and investment advisory services.• Perform routine administrative duties such as maintain product prospectus and annual/semi-annual reports.• Develop and maintain relationships with clients, deliver excellent customer service and manage customer expectations appropriately.• Prioritize and escalate support incidents and request based on business impact and documented guidelines.

Oct 2017 - Oct 2022

Administrative Manager/Merchandiser

New Beginning Business Solution

Jackson, Mississippi, United States

• Slashed payroll/benefits administration costs 30% by negotiating pricing and fees, while ensuring the continuation and enhancements of services.• Implemented 1 on 1 meeting rhythm with each employee, reaching higher employee satisfaction an 85% longer retention rate.• Developed a mentoring program pairing senior employees with new hires that led to increased team collaboration as well as a 90% increased productivity from senior employees and new hires for 3 consecutive quarters.• Weekly product trainings improved display visibility, demonstrations, exhibits causing an increase in sales of promotional products by 50%.

Sep 2015 - Sep 2017

Administrative Assistant Ii

Bcbsms

Flowood, Mississippi, United States

• Collected, reviewed and analyzed data and prepared reports, charts, budgets and other presentation materials utilizing word processing and spreadsheets for weekly, monthly and annual reports for Vice-President of Finance, Director of State Unit and other management.• Served on recruitment committees and orientation of new employees, approved and scheduled personal, holiday and vacation time for employees of Claims & Customer Service Department for State Unit of BCBSMS. • Served as account manager for purchases of office supplies, verified expenditures, reconciled expenditures, initiated budget transfers, and prepared various budget reports, budget requests, and project needs,• Reviewed existing standards and procedures while implementing new best practices to ensure a seamless delivery of the Front Office.• Trained and supervised the professional greeting of clients and visitors to the highest standard for the Front Office.• Produced, managed and operated the receptionist Rota, checking future planned absences, planned covered and ensuring overtime was provided when necessary.• Project Manager for special projects and special events for 150 employees, planned and coordinated divisional functions such as service awards, luncheons and public service events for State Unit of Division.

Feb 2000 - Sep 2015
1 education record

Sandra Dennis education

FAQ

Frequently asked questions about Sandra Dennis

Quick answers generated from the profile data available on this page.

What company does Sandra Dennis work for?

Sandra Dennis works for State of Mississippi --Department of Insurance.

What is Sandra Dennis's role at State of Mississippi --Department of Insurance?

Sandra Dennis is listed as Program Specialist Team Leader at State of Mississippi --Department of Insurance.

Where is Sandra Dennis based?

Sandra Dennis is based in Clinton, Mississippi, United States while working with State of Mississippi --Department of Insurance.

What companies has Sandra Dennis worked for?

Sandra Dennis has worked for State Of Mississippi --Department Of Insurance, Forrest Johnson Ameriprise Financial Services, Inc., New Beginning Business Solution, and Bcbsms.

How can I contact Sandra Dennis?

You can use AeroLeads to view verified contact signals for Sandra Dennis at State of Mississippi --Department of Insurance, including work email, phone, and LinkedIn data when available.

What schools did Sandra Dennis attend?

Sandra Dennis holds Bachelor'S Degree, Political Science from Tougaloo College.

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