Wanda Brown Email & Phone Number

United States

Springfield, Massachusetts Metropolitan Area

Team and floor management of 16 associates & 2 consultants in the Life Service Call Center for the Specialty Team. Overseeing the servicing of Variable and Universal Life policies, Inforce Illustrations, EZ App and Executive Benefits. Provides feedback and input into the development of workflows, procedures, enhancements, and changes to call center.

Glastonbury, CT

Managed day to day operations and customer relations for a registered investment firm that dealt with broker dealers and RIA’s. Team consisted of up to 26 individuals. Created yearly goals, reviewed reports and industry nuisances that measured staff productivity and department efficiency, conducted audits, and created initiatives based off the business.

Glastonbury, CT

Supervised day to day operations and customer relations for a registered investment firm that dealt with broker dealers and RIA’s. Team consisted of up to 12 individuals. Served as an escalation point of contact to resolve urgent matters. Worked and collaborated with Managers, Supervisors, Team leads and Analysts from different departments on firms’.

Glastonbury, CT

Serviced financial advisors in the broker dealers and RIA space. Assisted with various requests. Primarily by answering phone calls and responding to emails regarding establishing and maintaining financial accounts. Conducted on-boarding steps with new financial advisors via phone calls and webinars.

Glastonbury, Connecticut, United States

Provided after conversion support to banks and credit unions. Support consisted of consultation and training that encompassed day to day processing tasks, client knowledge building and training, case management, client product functionality and building and maintaining a positive relationship. Log, track and handle all incoming calls and cases.