Madeline Lang

*** ********* ***. #***

Houston, TX 77058

817-***-**** / adxrc0@r.postjobfree.com

EXPERIENCE

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New Business Processor/Client Experience Team-Impact Partners Financial

• New business processing, Brokerage, Life Insurance, and Annuities.

• Licensing for resident and non-resident states. Appointments for new carriers.

• Application preparation, conduct signing appointments to review all closing documents with clients.

• Customer Service

• Event Team and Impact Cares Team

• Redtail, Microsoft Teams

Office Manager/New Business Manager-Guardian Life Insurance Company

• Training and On-Boarding new agents and staff.

• Set up office procedures for new agencies.

• Process all Life Insurance, DI, and brokerage new business for South Houston and Dallas CDM agencies.

• Bookkeeping, agency budget, and facility management.

• SmartOffice, NetX360, Microsoft Office, Outlook, eServices, and agency commissions (ACS).

• Manage and coordinate agency meetings, contests, and events. I am seeking a full-time, long-term position as an Office Manager, New Business Processer or Customer Service Representative. I am detail oriented, balance competing priorities and deadlines. Effective communicator with extensive Insurance and Investment industry experience.

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06/2016 to 5/2020 Senior Branch Office Administrator – Edward Jones Investments

• Processed all applications and new business documents.

• Customer service

• Facility management

• Coordinated seminars and events.

• Scheduled and prepared for all appointments.

• Ran life and disability quotes for Advisor review. 1/2014 to 6/2016 Director of Operations – AIG

• Oversaw processing and completion of all insurance and brokerage applications.

• Hired, trained, and supervised support staff.

• Prepared speakers, material, and agenda for monthly Partners meetings

• Compliance

• Prepared 5 agency branches for annual audit.

1/2009 to 1/2014 Director of Operations – Penn Mutual/HTK-broker dealer

• Compliance

• Supervised the new business department and administrative staff.

• On boarding and licensing

• Worked directly with firm Underwriting Department

• Prepared material, scheduled guest speakers for monthly partners meetings

11/2005 to 12/2008

Office Manager – Going Brothers Financial

• Processed life and group health Insurance new business

• Facility Management

• Set up office procedures.

• Assisted with seminars and marketing events.

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11/2001 to 10/2005 Branch Office Administrator – Edward Jones Investments

• Customer Service

• New Business processing

• Accounts payable

• Scheduling and preparing for Advisor appointments. Page 3

9/1990 to 11/2001 Client Associate/Assistant Administrative Manager – Merrill Lynch

• Retirement/retail rollovers and transfers

• Rule 144, non-profit, trusts, ESOP processing.

• Running and reviewing daily production reports

• Compliance

• Customer service.

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