Suzanne Heil

Suzanne Heil Email and Phone Number

Specialist CX Contact Center at Protective Life @ Protective Life
birmingham, alabama, united states
Suzanne Heil's Location
Cincinnati Metropolitan Area, United States
Suzanne Heil's Contact Details

Suzanne Heil personal email

n/a
About Suzanne Heil

Continuous learner, dedicated, and collaborative Financial Operations Professional with proven track record of improving efficiencies, empowering staff, and ensuring deadlines are met. Motivated by daily challenges of clients, staff, and management; high level of integrity ensures ethical decisions to protect organization. Reputation for building and maintaining strong professional relationships within organization, clients, and vendors. Throughout career acknowledged by senior management for initiative and leadership ability. Skilled in: • Analysis• Creative problem solver• Efficient• Management• Process improvement• Staff motivation

Suzanne Heil's Current Company Details
Protective Life

Protective Life

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Specialist CX Contact Center at Protective Life
birmingham, alabama, united states
Website:
protective.com
Employees:
2760
Suzanne Heil Work Experience Details
  • Protective Life
    Specialist Cx Contact Center
    Protective Life Mar 2021 - Present
    Covington, Kentucky, United States
  • Ascensus
    Customer Service Representative, Benefits
    Ascensus Sep 2020 - Dec 2020
    • Provided explanations regarding benefits and plan provisions to participants, client contacts and internal team members by interacting through phone calls, emails and/or online chat.• Supported efficient administration of plans and department practices while maintaining Employer Service Level Agreements.• Examined, calculated, and processed claims based on information, plan design, insurance filings, documentation and reports; while complying with State and Federal regulations.• Reviewed and interpreted insurance plan documentation and itemized information or statements from various insurance carriers and healthcare facilities/providers.
  • Ohio National Financial Services
    Quality Analyst / Distributor Compensation Consultant
    Ohio National Financial Services Aug 2011 - Nov 2018
    Cincinnati Area, Ky
    • Worked closely with colleagues as fourth person hired in newly created department; groundwork created contributed to onboarding team of 13.• Developed technique to test agent compensation and agent contracting / licensing; creating database to document process for entire department access.• Recognized by business stakeholders and developers as Subject Matter Expert for Distributor Compensation.• Managed process of test planning, test development and set up, test execution and defect management.
  • Ohio National Financial Services
    Manager, Agents' Compensation
    Ohio National Financial Services Oct 2008 - Aug 2011
    • Analyzed agent payment processes; realignment of staff and AWD created process to maximize productivity while ensuring compliance with State, Federal, SEC, and FINRA requirements to minimize agent violations and fines.• Increased loyalty of agents by ensuring accurate weekly or daily payments.• Saved dollars and labor by educating and training agents to look to website for agent earning statements; eliminating paper mailings.• Recognized by management for creating automated systems from manual processes; increasing efficiencies and accuracy.• Led initiative to identify manual processes that could be automated for transparency and reduced risk.• Trained, motivated, and supervised staff to meet department time service standards.
  • Ohio National Financial Services
    Supervisor, Individual Annuity Administration
    Ohio National Financial Services Jun 2005 - Oct 2008
  • Ohio National Financial Services
    Supervisor, Annuity New Business
    Ohio National Financial Services 2003 - 2005
    Cincinnati Area, Ky
  • U.S. Bancorp Investments, Inc.
    Operations Supervisor
    U.S. Bancorp Investments, Inc. 1998 - 2003
    Cincinnati Area, Ky

Suzanne Heil Skills

Life Insurance Insurance Fixed Annuities Retirement Planning Series 6 Retirement Series 63 Mutual Funds Process Improvement Business Analysis Deferred Compensation Customer Service Variable Annuities Estate Planning Management Financial Planning Term Life Insurance Iras Investments

Suzanne Heil Education Details

Frequently Asked Questions about Suzanne Heil

What company does Suzanne Heil work for?

Suzanne Heil works for Protective Life

What is Suzanne Heil's role at the current company?

Suzanne Heil's current role is Specialist CX Contact Center at Protective Life.

What is Suzanne Heil's email address?

Suzanne Heil's email address is su****@****nal.com

What schools did Suzanne Heil attend?

Suzanne Heil attended Northern Kentucky University.

What skills is Suzanne Heil known for?

Suzanne Heil has skills like Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Series 6, Retirement, Series 63, Mutual Funds, Process Improvement, Business Analysis, Deferred Compensation, Customer Service.

Who are Suzanne Heil's colleagues?

Suzanne Heil's colleagues are Zachary Frawley, Wayne Woods, Wendy Micho, Teresa Mira, Dwayne Eaton, Maria Parker H., Daniel Ledlow.

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