* ********* ****

New Milford, CT *****

Home 860-***-****

Phone Bus 914-***-****

William Schlichting

WORK EXPERIENCE:

Systems Consultant, (April 2002 to Present), New York Life Insurance Co., New York, NY.

Represents the Illustration Support area at departmental meetings involving new product development. Maintains the Winnrunner testing tool and aided in development of the Access Database used in the area’s reports to management. Runs file – pass programs that isolate products the area uses for inforce illustration testing. Retained Senior Service Associate duties.

Sr. Service Associate, (May 1998 – March 2002), New York Life Insurance Co., New York, NY.

Tests the company’s illustration software for new and existing policies. Knowledge of the Company’s products is important. Illustrations must be checked for accuracy in policy premiums, dividends, terminology of footnotes and more. The software is changed about four times a year.

Service Associate, (April 1996 – May 1998), New York Life Insurance Co., New York, NY.

Conducted thorough investigations into agent related policyowner complaints making fair recommendations in a timely manner regarding a class action lawsuit filed against the Company. This included regular oral communications with customers as well as customer letters created using WordPerfect and Word for Windows systems. Maintained the complaint log on Excel spreadsheets.

Systems Analyst, (April 1990 – March 1996), New York Life Insurance Co., New York, NY. Inspected electronically produced output to insure accuracy of the company’s rate libraries. Mathematically determined accuracy of company’s dividends utilizing formulas and the Lotus system. Inspected output for Employee Benefit Statements and Agent Term Taxable Income. Assisted in all electronic testing in the section.

Technical Analyst, (August 1985 – March 1990), New York Life Insurance Co., New York, NY.

Inspected output produced for the W2 reporting of Agent Group Term Taxable Income, using company formulas and documents. Made manual adjustments when necessary. Assisted in providing dividend illustrations to agents as well as special projects in the section.

Assistant Supervisor, (April 1985 – Aug. 1985), Merrill Lynch, Retirement Plan Operations. Assisted the unit supervisor in maintaining an efficient system for the delegation, reconciliation and/or control of all inquiries to the area. Prepared all of the section’s reports. Required extensive knowledge of IRS rules as well as Merrill Lynch procedures regarding retirement plans to train and assist customer service representatives.

Customer Service Representative, (March 1983 – April 1985), Merrill Lynch, Retirement Plans.

Provided customers, regulatory agencies and all levels of management with information as to laws and procedures concerning retirement accounts. Made use of computer terminals to retrieve necessary data to assist and adjust client’s retirement accounts. CSRs require strong knowledge of securities/services industry.

EDUCATION:

State University of New York, College at Oswego

Bachelor of Science, May 1982

Major: Business Administration