• 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.

• 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.

• 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%.

• 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.