Microsoft Office Manager

JOHN CURRY

NY Metropolitan Area

***- ***-**** • *********@*****.*** www.linkedin.com/in/jcurry805

SUMMARY

Back office operations support professional in the financial services industry. Microsoft Office Specialist certified. Extensive experience in banking, brokerage, and annuities, with expertise in annuity new business processing, licensing, and broker appointments.

PROFESSIONAL EXPERIENCE

AXA-EQUITABLE, SECAUCUS, NJ 1997 - 2015

Sr Licensing Representative, Annuities New Business 2011 – 2015

Continuously met goals and production numbers set by manager resulting in keeping the business successful. Received excellent evaluations and appraisals. Reviewed and approved client requests for broker/dealer changes on annuity new business applications. Processed enhancements, broker terminations, and ownership changes, approximately 100 per day. Maintained broker appointments on Sircon and various internal databases. Ensured brokers and agents completed Continuing Education and Product Training classes via Reg Ed and State Based Systems. Heavy Data Entry.

Generated excellent client satisfaction by implementing client requests for broker/dealer changes on annuity new business applications with zero errors.

Retained and conserved business with AXA by communicating with agents regarding AXA sold annuities.

Maintained quality control by providing guidance and support to team members.

Sr New Business Representative, Annuities New Business 2000 – 2011

Identified omissions on annuity new business applications. Recommended appropriate action for swift resolution for problem cases. Provided follow-up calls to carriers to obtain status of transfer paperwork. Interpreted, researched, and responded to product knowledge questions in a professional manner.

Produced zero omissions by reconciling data discrepancies for the accurate posting of annuity new business applications.

Assisted manager with various tasks that included work distribution, training, and special projects.

New Business Processor, Annuities New Business 1997 – 2000

Processed annuity new business applications in AWD system. Communicated with brokers and agents when processing cases.

Managed the scanning process to ensure all documents were scanned day of receipt.

Exceeded daily productivity and quality goals on a consistent basis.

PRIOR RELEVANT EXPERIENCE

Sr Order Entry Operator, Investors Associates

Work Flow Coordinator, Trade Support Specialist, Salomon Brothers

PRIOR RELEVANT EXPERIENCE CONTINUED

Macy’s Department Store Seasonal Temporary Project 2016

SKILLS

Microsoft Office Specialist. Excel, Word, PowerPoint. Certification Bergen Community College

Vantage, New Business Accelerator, AWD

Contact this candidate