Trish Odonnell Email & Phone Number

Providence, Rhode Island Area

Greater New York City Area

Drive organization strategy and provide oversight within operations to ensure sales support, new business, underwriting and client service is streamlined and accurately processed through core carriers and various brokerage firms to meet sales goals. Products include: Life, Disability Income and Long Term Care Insurance.Establish and enhance unique business.

Strategy development and operations management for new business life insurance operations.Responsible for the policy issuance of over 90,000 life insurance contracts annually. Creation of strategy and blueprint for major corporate modernization intiative to create paperless and streamlined method for submitting life and disability income new.

Managed department of 75 staff members, responsible for the timely and accurate processing of over 3.5 million new and renewal orders annually, for The Wall Street Journal and Barrons’ publications. Developed and managed annual budget of 3.2 million. Implemented Rewards and Recognition Program, Formal team member performance management process and.

Sales Support to Merrill Lynch Insurance Specialists including, product selection, competetive analysis, business submission underwriting, complex change financial transactions and customer service. Led various departments focus on this support working with 70 Estate Planning Specialists, 20 insurance products and various insurance carriers. Developed.