Stephen Planer Email & Phone Number

Amarillo, Texas Area

Demonstrate strong oral and written communication skills with frequent interactions insurance agents regarding financial document execution.Exceed production and quality review goals by 100% daily.Responsible for tracking and reviewing multi-million dollar retirements plans and decedent annuity policies.Research, analyze, and solve financial variable and fixed account issues.Maintain NAIC state compliance and procedures.Research and respond to case specific inquiries with… Show more Demonstrate strong oral and written communication skills with frequent interactions insurance agents regarding financial document execution.Exceed production and quality review goals by 100% daily.Responsible for tracking and reviewing multi-million dollar retirements plans and decedent annuity policies.Research, analyze, and solve financial variable and fixed account issues.Maintain NAIC state compliance and procedures.Research and respond to case specific inquiries with supporting documentation.Handle multiple projects and complete them in a timely manner.Cross-train co-workers on various policies, procedures, and guidelines for multiple states. Show less

Stock new and returned items.Performed closing activities and balance cash register with a consistently high level of accuracy.Handled customer service and other issues in the absence of Store Manager.Received deliveries of new inventory and ensured supplies were in proper order.Attain customer relationships and maintain them on a daily basis.

Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.3

Activities and Societies: National Honor Society of Leaderhsip

Bachelor Of Business Administration (B.B.A.), Economics, Major Gpa 3.3

Activities and Societies: National Honor Society of Leadership