Trace Grenga Email & Phone Number

Houston, Tx, Us

Houston, Tx, Us

The Director of Multi-Life Inforce Administration oversees the daily management and coordination of the Inforce Administration team to review, approve, and administer all Inforce functions, including, but not limited to, policy changes, billing, claims administration, disbursement, third-party vendor management for billing, metrics, and all enforce functions. Procedure and Policy Development • Design and create standard operating procedures (SOPs). • Develop policies and workflows that streamline inforce functions. • Create metrics, staffing models, and dashboards to monitor and improve performance. • Anticipate customer needs and develop strategies to enhance their experience and build long-term relationships.Team Building and Management • Assemble and lead a highly skilled team capable of delivering top-notch administrative support. • Ensure the team effectively supports financial professionals, plan sponsors, participants, and other key stakeholders.Stakeholder Relationships • Establish and strengthen relationships with Financial Professionals and other key benefit stakeholders. • Collaborate with IT, Compliance, Distribution, and other departments to ensure cohesive operation.Operational Efficiency • Enhance functionality to improve turnaround time from enrollment to participant onboarding and policy administration. • Develop and maintain processes that ensure a smooth transition to claims servicing.Policy Administration • Oversee the full spectrum of policy administration, including list bill enrollment and intake processes.Ensure efficient policy portability and seamless policy management.

Houston, Texas Area

• Align fraud awareness and drive transparency within the business, ensure controls are continuously monitored• Coordinate and support fraud investigations with the Special Investigations Unit (SIU), Elder & Vulnerable Client Care (EVCC), Field Compliance, Financial Crimes Group, and Operation teams• Optimize the overall internal controls function for the Life and Retirement businesses in line with the organization's strategic priorities• Support complaint resolution, drive root-cause reviews, and monitor complaint trends• Ensure key business Policy documents (Policy, Standards, Procedures, Guidelines, Manuals) align with changes in Laws and Regulations, validate Business Controls are in place and monitor for compliance, and drive adoption of Policies.

Houston, Texas Area

• Combined multiple service locations reducing overlapping processes and overhead cost• Managed teams across multiple locations responsible for timely billing and posting premiums for various Life, Annuities, and Accident & Health policies totaling $95M in annualized premiums.• Creatively use technology and innovation to solve issues, improve processes and service level agreements• Communicate group and organizational strategies and objectives• Ensure operational procedures and controls are in place to reduce risk to the company• Develop relationships with the client to address escalated billing and remittances issues• Prepare analysis and use company data as a key driver to plan, organize, manage, and control Group Billing and Remittances processes

Houston, Texas, United States

• Supervise overall Individual Worksite Payroll Deduction Billing and New Business contract issuance• Manage team of 30 professionals• Develop and manage annual operating budget• Implemented automated workflows• Supervise and increase effectiveness and efficiency of operational systems and processes/policies to support organization’s mission• Low cost Service Center migration• Management reporting including Monthly Operating Dashboard (MOD)

Houston, Texas, United States

• Managed team of Business Analyst• Proved technical system support for New Business and Billing departments• Developed workflows and streamlined processes• Established Monthly Operating Dashboard• Developed department reports used to manage both New Business and Billing departments• Defined requirements for Payroll Deduction billing system

Evansville, Indiana Area

• Business Requirement development for compliance and user enhancements• Sr. Management presentations for software releases• Technical system support for retail branch offices

Houston, Texas Area

Held various Business Analyst positions of increasing responsibility.• Business Requirement, Test Plan development and testing execution• Data mapping• Mainframe Administration system conversion• Y2K analysis, requirement definition and testing

Syracuse, New York Area

Held various New Business Service Representative positions of increasing responsibility.• Evaluated applications for insurance and other documents• Coordinated with agents and/or purposed insured to obtain missing requirements• Coordinated policy approval with underwriting, policy issuance and delivery • Processed manual data input, data extracts and data verification in Administration system

High School Diploma

Instructional Technology

Associate Customer Service (Acs)

Fellow, Life Management Institute (Flmi)

Associate, Life Management Institute (Almi)