Insurance Product Development, Sales (Retail and Personal)
Resume:
James O. “Jim” Lites, III
Searcy, AR *****
***.*****@*****.***
https://www.linkedin.com/in/jim-lites-bb8a8312
SUMMARY
Professional with extensive experience in the public and private sectors of insurance. Strong skills in administration, customer service, sales and oral and written communications. Many of such skills have translated into personal work with local veteran-focused non-profit organizations, to include awareness, fund raising efforts and direct service-related compensation claims assistance.
Administrative Management Sales Public Speaker Legal Writer
Regulatory Affairs Self-Help Author Non-Profit Public Relations
Accredited Claims Agent United States Department of Veterans Affairs PROFESSIONAL EXPERIENCE
Genworth Financial, Searcy, AR 2007-2016
Product Development Analyst (Remote)
Performed duties as a senior-level filing analyst for a portfolio of life, annuity and long term care insurance products, working from a remote location.
Worked with internal and external clients to ensure timely completion of product filings to assist company sales growth.
Developed and maintained close relationships with regulatory agency personnel involved in product filings in order to expedite company filings and marketing deadlines.
Provided additional filing support for corrective product and rate filings in accordance with Company and Department priorities to ensure producers have the most current information.
Acted as lead analyst for several product filings to assist with new product implementation. Transamerica Worksite Marketing/AEGON USA, Little Rock, AR Assistant Manager, Product Implementation 2002-2007 Assistant Manager, Compliance 2001-2002
Performed duties in managing an insurance legal compliance department, and later developing, filing and implementing life, annuity and long term care insurance products.
Developed, authored and submitted life and health insurance products to regulatory agencies to assist company marketing goals.
Supervised outside consultants on forms filing projects to ensure profitable use of outsourcing funds.
Acted as the electronic forms filing Business Unit and Filing Manager for the company to expedite company filings.
Researched, developed, authored and implemented electronic commerce practices and procedures to allow improved marketing of company products.
Approved advertising and solicitation materials to ensure compliance with regulatory requirements, improve marketing efforts and sales goals.
Developed and implemented company responses to state and federal agencies for privacy issues to protect the company against unnecessary litigation. James O. “Jim” Lites, III Telephone: 501-***-**** Page Two ADDITIONAL WORK EXPERIENCE
American Investors Life Insurance Company
Manager, Company Administration and Provider Relations American Family Life Assurance Company (AFLAC)
Insurance Sales Agent
Life Investors Insurance Company of America/AEGON
Senior Compliance Officer
PFL Life Insurance Company/AEGON
Manager, Customer Service Department
Arkansas Insurance Department
Director, Consumer Services Division
Senior Financial Examiner
Market Conduct Supervisor
Legal Division Investigator
EDUCATION
Bachelor of Arts – Criminal Justice
University of Arkansas at Little Rock
Associate of Arts – Law Enforcement
University of Arkansas at Little Rock
TRAINING
Professional Designations
Life Office Management Association
Associate, Insurance Regulatory Compliance
Associate, Insurance Agency Administration
Associate, Customer Service
Miscellaneous
United States Department of Veterans Affairs
Accredited Claims Agent
2003-2011 - Radio Shack Corporation, part-time retail sales Dale Carnegie Standard and Management Courses
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