Sara Atkinson

Sara Atkinson Email and Phone Number

Vice President, Chief Operating Officer @ Prudential Financial
United States
Sara Atkinson's Location
United States, United States
Sara Atkinson's Contact Details

Sara Atkinson personal email

n/a
About Sara Atkinson

Experienced Vice President with a demonstrated history of working in the financial services industry. Skilled in Management, Leadership, Business Relationship Management, Business Process Improvement, and Financial Services.

Sara Atkinson's Current Company Details
Prudential Financial

Prudential Financial

View
Vice President, Chief Operating Officer
United States
Website:
prudential.com
Employees:
28358
Sara Atkinson Work Experience Details
  • Prudential Financial
    Vice President, Chief Operating Officer
    Prudential Financial
    United States
  • Prudential Financial
    Vice President, Pru Advisor Experience
    Prudential Financial May 2024 - Present
    Newark, New Jersey, Us
  • Thrivent
    Vice President
    Thrivent Aug 2021 - May 2024
    Minneapolis, Mn, Us
    Lead lead new business service and support functions spanning Life, Health and Annuities to deliver a consistent, high quality purchase experience for customers and advisors.
  • Prudential Financial
    Vice President Risk Assessment And New Business Experience
    Prudential Financial Apr 2020 - Jul 2021
    Newark, New Jersey, Us
    - Lead Policy Acquisition operation for Individual Life Insurance, spanning Underwriting, New Business Service and New Business Support, compiled of 400+ associates.- Oversee Underwriting, Medical & Research Operations including reinsurance strategy and agreements, management of mortality outcomes to meet expectations and actuarial assumptions, and delivery of underwriting guidelines and production delivery.- Drive consistent and efficient operational support of application processing, with work performed onshore and offshore, and oversight of technology and medical vendors.- Deliver industry leading new business service across Independent and Institutional distribution channels, winning business with service differentiation.- Service as “Epic Owner” for Underwriting & New Business “Future of Work”, including lead role defining strategy and collaborative work across diverse stakeholders to drive transformational priorities and expand digital capabilities to increase operational scalability while achieving customer centricity and expense reduction.
  • Prudential Financial
    Vice-President, New Business & Producer Services
    Prudential Financial Sep 2014 - Apr 2020
    Newark, New Jersey, Us
    -Lead departments, compiled of approximately 240 associates, across 3 locations, in delivering industry-leading sales to service.-Work closely with Distribution and other key stakeholders to identify and address business priorities to achieve targeted objectives, instilling a culture of “continuous improvement”.-Develop and manage to multi-year planning, aligned with strategic objectives, to deliver a sustainable and cost effective service advantage.-Direct department activities to strengthen employee engagement and distribution relationships, oversee quality and performance objectives for staff and drive process & technology improvements to achieve business priorities.
  • Prudential Financial
    Director, Relationship Management
    Prudential Financial Jul 2011 - Sep 2014
    Newark, New Jersey, Us
    -Lead Customer Satisfaction research studies. Responsibilities include oversight of $260,000 budget, collaboration with Sr. Leadership and overall process ownership.-Oversee 6 New Business and Post Issue service teams (34 reports), including performance management and responsibility for production and overall service results.-Create executive presentations for Sr. Executives, involving collaboration with department heads across organization on content, analysis and action planning.-Key role in organizing integration efforts and development of new service model following acquisition of another company.
  • Prudential Financial
    Manager, Relationship Management
    Prudential Financial Mar 2006 - Jul 2011
    Newark, New Jersey, Us
    -Manage activities of 2 teams (21 reports) providing case management support for new business and inforce clients.-Provide staff with training and guidance, monitor productivity and evaluate performance.-Lead department and account initiatives, including technology enhancements, creation of marketing materials and coordination of strategic meetings and client education events.
  • Prudential Financial
    Senior Account Representative
    Prudential Financial Jan 2003 - Mar 2006
    Newark, New Jersey, Us
    -Led Key Account new business team, serving as the primary contact to drive timely issue resolution, identify account needs and obtain competitive feedback. Identified and analyzed trends, customer feedback and process gaps to streamline customer interaction with Prudential.-Created and implemented Quality program to measure performance. Critiqued and provided feedback and mentorship to 29 associates on communication, presentation and account management skills.
  • Prudential Financial
    Coli (Corporate Owned Life Insurance) Account Manager
    Prudential Financial Apr 2000 - Jan 2003
    Newark, New Jersey, Us
    -Led diverse 7-person team in marketing, new business support and ongoing account administration-Coordinated new business support for accounts with premiums ranging from $500,000 to $20,000,000-Provided single point of contact service to ensure customer satisfaction, relationship building, and client retention
  • Gage Merchandising Services
    Account Executive
    Gage Merchandising Services Jul 1998 - Apr 2000
    -Oversaw all aspects of retail project management and execution, each project involving a work force of 10-1000 employees.-Analyzed client’s business needs to define projects priorities and served as the liaison between Operations, Human Resources, and Finance to resolve all project issues

Sara Atkinson Skills

Financial Services Insurance Leadership Management Process Improvement Project Management Relationship Management Vendor Management Business Relationship Management

Sara Atkinson Education Details

  • Concordia College
    Concordia College
    Philosophy

Frequently Asked Questions about Sara Atkinson

What company does Sara Atkinson work for?

Sara Atkinson works for Prudential Financial

What is Sara Atkinson's role at the current company?

Sara Atkinson's current role is Vice President, Chief Operating Officer.

What is Sara Atkinson's email address?

Sara Atkinson's email address is sa****@****ial.com

What schools did Sara Atkinson attend?

Sara Atkinson attended Concordia College.

What skills is Sara Atkinson known for?

Sara Atkinson has skills like Financial Services, Insurance, Leadership, Management, Process Improvement, Project Management, Relationship Management, Vendor Management, Business Relationship Management.

Who are Sara Atkinson's colleagues?

Sara Atkinson's colleagues are Insurance Relationship Management, Jennifer Zajicek, Michael Santoscoy, Катя Зубарева, Carol Jackman, Robin Reed, Joyce Yang.

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