Licenses: Life, Health & Variable (All States), Series 6 & Series 63
Connections Support / Benefits Specialist
October 2013 - Present
Monitoring the exchange of information between the HRB and customers and
their third party vendors for benefits (e.g., payroll processors, insurance
carriers, Third Party Administrators, etc.) via EDI (Electronic Data
Interchange) sending files either FTP or SFTP.
- Data Export Management Monitor the status of connections that have been
moved to a production status. Investigate and resolve issues/bugs with
- Connection Support Serve as technical resource for Account Managers and
Customer Service Representatives with questions regarding active
- Point of Contact with Third Party Vendors Maintain primary contact
information for each third party vendor with whom we have a connection.
Work with these contacts to track new release dates for their systems,
obtain updated file specifications, and identify the impact of any changes
on existing connections.
- Make modifications to existing connection code as requested by client.
Test connections to ensure accuracy of transmission of data, and other
responsibilities as required
- Experience working with SQL in a software and/or service company
Internal Wholesaler / Sales Support
April 2009 - June 2013
New York Life
Provide agent support for various product and incentive programs throughout
the year to New York Life agents. Constantly reach out to client to review
sales concepts, new product rollouts, and assist in achieving agency
incentive programs; working with both agents and clients since working with
the agency team we continue to see record growth and success with each
calling campaign. Obtained 100% of incentive offered every quarter for the
past 2 years, since inception.
Develop marketing and sales tools for rollout of new fixed deferred annuity
program for direct marketing to AARP members. Roles include marketing,
sales, follow up and transfer of assets to New York Life's new fixed
deferred annuity. Comply with all legal, compliance and metrics exceeding
company standards. Communicate systems enhancements to the development team
to provide user friendly and accurate data to end users.
Small Business Retirement Plan Specialist / Quality Team
April 2007 - April 2009
T. Rowe Price
Support T. Rowe Price small business retirement plans in a single point of
contact role for plan administrators and participants consisting of: SEP
IRAs, SIMPLE IRAs, 403Bs, Qualified plans, Profit Sharing Plans, Money
Purchase Pension Plans, Individual 401(k)s, Century 401ks, and the Variable
Annuity products offered by Security Benefit Life through T Rowe Price.
Responsible for servicing small business retirement plans via telephone,
written communication, and occasional face-to-face visits. Discuss the
provisions of each of these plan types, and assist the customer in choosing
the proper plan, provide assistance with annual plan activities, as well as
assist small business owners during tax filing deadlines. Review of tax
documents with participants and plan administrators. Provide support to
other internal departments, such as Retail Individual Services, by
processing minimum required distributions for all shareholders; also assist
in the review of RFP's and QDRO's. Performed quality analysis using NICE
for inbound and outbound calls, provided feedback to team members to
improve quality call scores.
November 2005 - December 2006
Wachovia Bank, N.A. / Wachovia Securities
Prospect and identify qualified leads for existing clients and new
prospects. Strengthen and develop new business with existing clients.
Provide financial consulting to existing clients, assess long term needs.
Provide quality customer service. Direct selling experience retail and
B2B. Profiling clients to ensure they had the best products and services
available for all of their banking needs including, personal & business
checking accts, high performance money markets, equity lines, equity loans,
September 2004 - November 2005
MassMutual, Levin Financial Group
Financial Advisor - Sales of financial services including Health, Life,
disability insurance products, and investment products, including mutual
funds, annuities and college savings plans. On FASTSTART program and ahead
of goals to reach my initial Leaders Club award. Work on a self-determined
and self funded sales and marketing budget.
Systems Engineer II - Systems Analyst and Programming
Configuration Management Mainframe - August 1998 - November 2003.
Verizon Data Services
Member of the Configuration Management group of the Customer Billing
Participated in the certification SEI/CMM Level 2 process to certify the
Software Development Billing System. Complying with all key process areas
for Level 2.
Responsible for code maintenance and distribution, upgrades and code cuts,
compiled software in a web environment utilizing Java and .Net. Performed
as System Lead for NOCV and EOI Systems and 11 of its sub-applications by
being the lead point of contact for all issues concerning these systems and
Performed as Shift Lead in which responsibilities include managing work
distribution and scheduling for ten employees. Conducted shift turnover
meetings, wrote status reports and acted as liaison to Tools Team (creates
in-house configuration management tools). Responsible for Control Desk,
handled incoming requests from multiple projects including technical
problem resolution. Determine Reduce Packaging and Distribution defects on
IT Programs, projects, and systems ensuring deliverables are delivered in
timely fashion and with 100% accuracy.
Document and standardize configuration management processes to achieve the
value associated with consistent processes and Continuous Process
Conduct Configuration Management Internal Audits and Configuration
Management Mainframe Assessments ensuring processes/procedures are
followed, kept up to date and appropriate documentation is recorded in
order to meet merger initiatives (single code cut, flash cut upgrade).
Facilitate cross training with fellow co-workers. Assist in training
employees in current applications and learn new systems associated with
Create and modify backups and the matrix that identifies all backups and
when they run as well as, maintaining all other jobs associated with
Support in the delivery of all distributions (especially those associated
with billing enablers for business growth and billing systems
rationalization and renewal) with less than 1% error rate.
Education B.A. / Edinboro University of Pennsylvania /Geography /
Minors: Computer Science, Geology