Stephanie Snap Email & Phone Number

Nashville, Tn, Us

Business Process Services leader responsible for large insurance company portfolio. Account includes inforce and new business in life insurance and annuities. Facilitate efforts in seeking new acquisitions as well as opportunities to increase revenue within existing contracts.

Business Process OutsourcingAccount Manager responsible for successful third party administration of client portfolio, in excess of 600k policies. Manage overall account profitability through monthly service levels, customer satisfaction and internal productivity.

Greater Nashville Area

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER FOR CNA INVESTOR SERVICES, INC. (ISI), a registered broker dealer. As the registered compliance principal and financial principal I am responsible for the following: Fifteen years of timely and accurate quarterly FOCUS financial reporting with FINRA Successful coordination of all routine examinations with the SEC and FINRA, most recently in 2014 with no noted exceptions or deficiencies Technical oversight of back office administration system Development and implementation of procedures to ensure compliance with AML, OFAC and GLB Performed comprehensive annual supervisory review and certification Operational oversight, including tracking fee income, managing expenses and net capital monitoring

Greater Nashville Area

DIRECTOR OF OPERATIONS FOR CNA’S INSTITUTIONAL MARKETS AND PAYOUT ANNUITIES, managing $3 billion in assets, including Structured Settlement Annuities, Single Premium Group Annuities, Tax Sheltered Annuities, Pensions and Group Life Insurance. I am responsible for the oversight of day to day operations and personnel, including a team of off-shore customer service representatives and in-house subject matter experts. My current areas of responsibility and accomplishments for this run-off business includes: Implemented operational efficiencies and cost effective processes for steady state operations while introducing an off-shore BPO relationship to the company Developed successful and mutually beneficial relationships within various departments in the company to collaborate and build synergies; including actuarial, treasury, tax, legal and accounting teams Streamlined processing which reduced turnaround time in half and improved error ratios by 75% through additional staff training and implementation of metrics Spearheaded a team of subject matter experts in successful project management to identify and execute cost savings plans that eliminate non-core annuity and pension contracts Improved data quality within two administrative systems by leading efforts to resolve technical issues encountered and developing enhancements Oversight of year-end tax reporting for over 16,000 IRS Forms Employed metrics and procedures to ensure Viatical claims and premiums were handled accurately to prevent lapses and secure death benefit revenue for the company