Taryn Washkowitz, Cfe,Flmi,Airc,Cfcs,Acs Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

United States

Boston, Massachusetts, United States

- Proven record in conducting thorough and confidential internal and death claim investigations.- Identifies fraud trends and makes recommendations for new strategies to prevent additional fraud.- Conducts forensic reviews on highly sensitive matters.- Successful in project management, time management, and organizational skills.- Ensures departmental adherence to Privacy and Compliance standards.

Greater Boston Area

- Build, innovate, and manage multiple internal social collaboration communities (via Microsoft O365 platforms) to promote the added value of the Investigative Services Business Unit globally.-Play major role in creating and executing anti-fraud training activities across all global segments, including development of training modules and other collateral materials.-Provide investigative analysis on internal and external fraud matters.- Assist in implementation of Archer Case Management and Records Management tools.- Work with vendors and colleagues to review and process expenses and contracts.-Manage office equipment, supplies, and space planning.-Plan and coordinate staff professional development activities.

Boston, Massachusetts, United States

Licensed to sell Life, Accident & Health, and Long Term Care Insurance in MA and ME. Interested in helping people develop strategies that will protect their future.

Greater Boston Area

Wellesley,Ma

• Processed highly detailed, time sensitive customer transactions while exceeding Back Office expectations for Agency at above 98% accuracy rate.• Established and maintain monetary transaction logs and signature guarantee requests.o Managed all Agency Equities Files & Records, Year End Filing, and Transactions.• Educated Agency Representatives on procedures, forms and website use, and brokerage account access system usage.• Liaised with Financial Representatives and the Home Office to expedite difficult client requests.• Assisted in the development and maintenance of company website.• Acted as Google Guide in launching agency technology platform switch from Lotus Notes to GMail.

Wellesley, Ma

• Collaborated with Associate General Agent on creation of new recruiting protocols, increasing recruitment by four times.• Coordinated and oversaw meeting preparation with clients and future Financial Representative recruits.o Managed personalities of recruits as they went through the onboarding process.• Created and implemented tracking database for progression of Financial Representative candidates.• Managed day-to-day operations for Associate General Agent and implemented new organization system for client files to provide better service to clients• Managed inquiries and client services; established and sustained client relations.• Prepared, reviewed, and processed sensitive and confidential information on Life, Disability, and Long Term Care insurance, as well as equities applications.• Led development of information and protocol handbook for all new Financial Representatives and administrative staff. • Assisted in the development of company website and training curriculum for new hires.

• Led SPSS course in computer lab environment.• Aided instruction of Research Methods, Statistics, and Criminal Justice introductory class. • Graded papers and tests of 100 or more students in timely fashion and assisted students with academic and personal problemswith academic and personal problems.

• Maintained building operations and security of 189,000 square foot state-of-the-art recreational facility accessed by 10,000 users per month, while supervising and training student staff under my purview.• Facilitated immediate customer service to investigate patron issues. • Served as liaison between full time and student staff, and generated management reports every shift. • Handled seating and arena logistics for a variety of University and NCAA Division I sponsored events, including the University’s twenty thousand seat commencement ceremony on the Ellipse.

M.A.

B.A.

Education record