James Watanabe Email & Phone Number

Redmond, Washington

Redmond, Wa

Mercer Island, Wa

• Process securities filings with the SEC for the company’s Variable products, including editing and filing prospectuses, financial statements and annual reports • Coordinate, plan and facilitate meetings • Assist in preparation for lawsuits, trials and subpoenas for internal and external attorneys• Collect, compile and distribute information for the quarterly Board of Directors and Audit Committee meetings • Assist Corporate Counsel in developing procedures and manuals for Corporate Governance meetings

Mercer Island, Wa

• Address consumer and Department of Insurance complaints while adhering to strict state and federal insurance law• Correspond with customers through email, letter writing and phone• Conduct accounting audits and compile results in a simplified, customer-friendly format

Mercer Island, Wa

• Provide policy contract information and process changes on policies relating to bank account maintenance and address changes• Correspond with customers by phone and through email• Work on specialized projects with other departments: million dollar policies in the grace period for upper management, lapse projects for Internal Wholesale Marketing and a conversion project for the Internal Audit department

Bothell, Wa

• Serve customer service manager and help desk for accountholders and employees with questions• Troubleshoot customer issues with online banking• Complete fraud reports by documenting the reported transactions • Mentor and train new hires for various customer service positions

Bothell, Wa

Bachelor Of Science (Bs), Information Technology And Administrative Management

Associate Of Arts (A.A.), Communications