Stephanie Zaccaria Clune Email & Phone Number

Spearhead the implementation of new business operations workflows, ensuring strict adherence to processing timelines and SLAs.- Generate and analyze monthly sales reports and financial forecasts (FYC) to monitor progress towards year-end goals and drive informed decision-making.- Cultivate new relationships while maintaining and expanding existing partnerships, fostering long-term growth and collaboration.- Uphold a white-glove standard in account management and customer service, positioning myself as a go-to problem solver for any issues that arise.- Lead the development and management of CRM and enterprise applications, enhancing capabilities, cascading new functionalities, and effectively communicating feature updates and improvements.- Conduct comprehensive training webinars for new brokers, covering new business processes, insurance platforms, submission protocols, and illustration design.- Lead monthly new business underwriting calls with career agents and staff, providing updates on underwriting, products, and administrative changes that streamline their submission workflows.- Oversee and manage a dedicated team of case coordinators, ensuring operational efficiency and excellence.

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New York, Ny, Us

New York, Ny, Us

**Columbus Circle (11/2005 - 3/2008) | Soho (1/2013 - 2/2015)** Surpassed individual annual sales target of $500,000 for fiscal year 2014, driving significant revenue growth.- Managed a personal portfolio of clients, maintaining strong, long-term relationships to foster loyalty and expand sales opportunities.- Proactively conducted outbound customer engagement calls to strengthen relationships and uncover new business prospects.- Analyzed quarterly sales reports to identify growth opportunities and develop strategic sales initiatives.- Addressed client concerns and inquiries promptly, delivering detailed action plans to ensure optimal resolution and customer satisfaction.

1/2004 - 6/2006 - Case Manager 3/2008 - 6/2014 - Individual Products Underwriter •NYS Life & Health Insurance Broker•Provided administrative support to brokers •Expedited the underwriting process from application submission through policy issue•Prepared business insurance applications including Buy/Sell and Key-Man •Made phone appointments with clients to assist in completing forms, answering policy questions, etc. •Liaison between brokers, clients, and insurance carriers regarding underwriting status and outstanding requirements•Ordered and reviewed underwriting requirements including Attending Physician Statements, Exams, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the insurance carrier•Maintained client management system to document work activity and communication on all assigned cases•Responded appropriately to client inquiries regarding items such as policy status, provisions and benefits, premiums and billing changes •Processed all insurance policy service requests, including address, beneficiary /ownership changes (individual and Trust), premium mode changes, dividend option changes and fund allocation changes•Proficient in various carrier illustration software including 1035 exchange illustrations •Assembled meeting preparation documents pertaining to the client / prospect prior to sales meetings, including but not limited to illustrations, policy and product summaries, reports, excel presentations, and marketing packets•Produced data analysis reports to review in-force business and look for new opportunities•Submitted broker licenses to carriers

Us

Us

At Filene’s (May Co.) in Poughkeepsie, NY, I established a solid foundation in customer service, which I expanded upon after moving to Auburn, MA, where I deepened my sales expertise. My career then transitioned into Human Resources, leading to a role as an HR Assistant at the Cambridge, MA store, where I took on employee training and HR responsibilities. **Key Responsibilities:**- **Training Coordinator:** Led weekly new employee training sessions on the POS system, ensuring staff were equipped with the tools for success.- Conducted comprehensive recruitment efforts, including face-to-face interviews, resume reviews, background checks, and extending employment offers, as well as handling terminations.- Managed the end-to-end onboarding process for new hires, ensuring a smooth transition into the company.- Oversaw the maintenance of open job listings, keeping the hiring process efficient and timely.- Administered the employee benefits system, assisting staff with benefits inquiries and enrollment.- Supported the HR Manager with employee benefits, workforce forecasting, and additional HR-related projects.

Ba, Industrial Psychology

M.S.E.D.