Background includes mutual fund, annuity, and retirement services.
Ability to blend financial services knowledge with excellent organizational, supervisory, and communication skills. Resolved requests sent from other departments to complete adjustments, combine accounts, initiate special tax withholding, and contribution corrections. Created a spreadsheet used department-wide to assist employees and management in tracking the number of requests received and resolved, per individual, for departmental training and employee development. Facilitated employee development training class, which included techniques on how to accurately track their workload. Processed freelooks and surrenders, and provided answers to daily inquiry logs sent from the contracted insurance companies.