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Executive Assistant Manager

Frisco, Texas, United States
January 30, 2019

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Michele Schumacher, FLMI, AAPA, ARA, ACS

Frisco, TX 512-***-****


To obtain a position that utilizes the knowledge and skills obtained from twenty five years of experience in the Financial Services Industry.


Engaging, innovative, independent, energetic, and analytical professional with integrity and superior communication and presentation skills.

Experienced professional with a proven track record in leadership, management and high-level relationship building.

Extensive knowledge of Reinsurance Industry to include, life and health insurance products.

Over 20 years of supervisor/management experience with a proven track record of success.

Capable of leading a team to a desired goal.

Heavy focus on problem resolution, auditing and process refinement.

Recognized by Texas Department of Insurance for meeting stringent deadlines, remediation examination findings and contributions to overall success of company examination.

Selected as member of Quality Committee designed for developing employee incentive programs, company annual summer & holiday party, and voted on the Quarterly and Annual employee Quality Award winner for the company.


Review and synopsize medical records for impaired risk life cases to include pathology and catheterization reports, blood studies, pulmonary function tests, electrocardiograms and surgical reports.

Serve as a liaison between high end financial planning consultants and life insurance home office companies managing cases from inception to placement.

Life insurance case design achieved by speaking with the agent and determining their sales goals and providing them with the necessary sales illustrations to aid in their presentation.

Process policy service and document files of all changes.

Establish and maintain rapport to enhance working relationships through regular contact with agents/brokers and underwriters.

Recovered $468,000 in Reinsurance premiums by conducting a retention management audit.

Served as Company’s liaison and logistics coordinator with the Texas Department of Insurance’s

(TDI’s) triennial statutory examination.

Cleared 10 years of outstanding suspense items in six month period and maintained suspense accounts to keep financial records current.

Documented and maintained internal controls for Sarbanes-Oxley Compliance requirements.

Created and implemented test plans for products, system enhancements, system conversions, system upgrades, and mainframe automation projects.

Compiled and verified audit books and worked with auditors to verify trial balance tolerances are within acceptable guidelines.

Reviewed and approved department expenditures and responsible for department monthly, quarterly and annual budget, forecast and reconciliation for New Business Department.

Approved outgoing checks to customers up to $500,000.

Coached and mentored four Managers within the New Business & Underwriting Department and supervised and managed three separate departments with a staff of over 20 direct reports.

Implemented and documented department Operating Procedures based on company Operating Manual.

Worked directly with other Senior Managers on company goals.

Responsible for interviewing and hiring of all new hires; conducted department training, conducted semi-annual and annual employee reviews.

Worked closely with Senior Management in developing process improvements.

Assisted with company acquisitions and traveled to various states as needed.

Implemented reinsurance rates in the mainframe system and TARSAS system.

Maintained and pursued reinsurance life claim reimbursement.

Reviewed reinsurance agreement to client's premium and loss report for intent of coverage, rates and retention.

Communicated with clients and prepared internal and external written status reports.

Review and verify the accuracy of journal entries, analyze and review General Ledger expense accounts and identify and correct inaccuracies.

Reconciliation of reinsurance accounts. Prepared and distributed monthly, quarterly, and annual accounting reports. Prepared and distributed Schedule S Worksheets to Corporate Accounting to utilize in “blue book” preparation.

Management of complex and ever-changing travel.

Expert calendar coordination using keen prioritization skills, precision and a sense of urgency.

Superior Achievement Award Winner.

Awarded the annual employee Quality Service Award. EMPLOYMENT

Senior Case Manager,Waldman Rampart-Rampart America Partner, Boca Raton, FL 1/2014 -9/2018 Executive Assistant, First Insurance Consultants, Boca Raton, FL 5/2011 - 1/2014 Executive Assistant/Project Manager,Ria Web Testing, Boca Raton, FL 1/2009 - 5/2011 Vice President New Business,FIC Insurance Group, Austin, TX 1999 - 10/2008 Assistant Vice President New Business,FIC Insurance Group, Austin, TX 3/1998 - 1999 Manager, New Business & Reinsurance, FIC Insurance Group, Austin, TX 1996 - 1998 Manager, Underwriting Specialists & Reinsurance, FIC Insurance Group, Austin, TX 1994 - 1996 Supervisor, Reinsurance, FIC Insurance Group, Austin, TX 1992 - 1994 EDUCATION/CERTIFICATIONS

FLMI – The Fellow, Life Management Institute, LOMA Education 09/26/2008 ARA – Associate, Reinsurance, LOMA Education 03/31/2008 ACS – Associate, Customer Service, LOMA Education 03/30/2004 AAPA – Associate Annuity Products, LOMA Education 06/06/2003 SPECIALITIES

Project Management, Reinsurance, Relationship Building, Team Leader, Financial Reporting, Insurance Operations, Training and development of Staff

INTERESTS Boating, Cooking, Traveling, Reading, Bicycling, Hiking, Health & Nutrition, Dog Rescue

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