4+ years in life insurance with increasing responsibility in complex regulated operations.

Support complex life and CareMatters Annuity new-business operations while contributing to product implementation, process analysis, training, reporting, and control-minded execution.

• Coordinate complex cases and exceptions across underwriting, suitability, sales, quality, process management, and operations, maintaining clear documentation and escalating unclear or inconsistent requirements.
• Supported the CareMatters Annuity launch by researching regulatory and operational requirements, partnering with Suitability and 1035 exchange teams, developing job aids and workflows, and helping stabilize processes after launch.
• Translate product, process, and regulatory requirements into usable procedures, job aids, training materials, process flows, and frontline implementation guidance.
• Contribute to suitability-support guidance involving documentation expectations, best-interest considerations, replacement scenarios, signatures, and common follow-up issues.
• Support pilots and workflow changes through requirements clarification, current/future-state analysis, UAT-style testing, defect and gap identification, implementation feedback, and post-launch refinement.
• Built Excel-based tracking and reporting to monitor underwriting decision-review time, turnaround patterns, exceptions, workload, and process opportunities for leadership.
• Helped support adoption of 12 automation solutions, created 50+ learning/process resources, and delivered training, onboarding, and job shadowing across six teams.
• Maintained quality performance above goal across five review years while handling high-volume, detail-sensitive work.

Handled higher-complexity life new-business cases and served as a resource for case handling, workflow questions, partner communication, and procedural consistency.

• Managed complex cases from review through placement, coordinating requirements and next actions among underwriting, producers, BGAs, sales partners, and internal teams.
• Supported peers with difficult cases, regulatory-process questions, final-action requirements, and escalation decisions.
• Continued contributing to product-launch readiness, workflow testing, training, and documentation improvements.

Managed end-to-end life-insurance new-business cases while developing a strong foundation in documentation review, regulated workflows, issue resolution, training, and product implementation.

• Reviewed applications and supporting documentation for accuracy, completeness, and procedural requirements; researched complex scenarios, resolved exceptions, and documented case activity.
• Developed and delivered peer training on New York Regulation 60, New York suitability, final action, and new-business review.
• Supported NAVUL product launch readiness by working with process managers on case-management procedures, job aids, review steps, handoffs, and workflow recommendations.
• Participated in pilots involving automated correspondence, payment verification, automated third-party requirement comments, reissue workflows, and related enhancements.
• Worked across underwriting, sales, and operations to resolve difficult cases and improve communication around requirements and next steps.

Managed complex, deadline-sensitive escrow transactions in a highly regulated environment, balancing accuracy, documentation, risk controls, and customer/partner communication.

• Balanced closing disclosures, submitted title orders, prepared transaction documentation, reviewed search results, and maintained accurate records across lender-side escrow files.
• Built transferable strengths in reconciliation, document control, risk awareness, and deadline-driven regulated operations.

Managed daily retail operations in accordance with company policies, safety requirements, cash-handling procedures, and loss-prevention standards.

• Led staff, scheduling, training, inventory, customer service, and operational compliance in a fast-paced retail environment.
• Reinforced procedural consistency, cash controls, safety practices, and accountability across day-to-day store operations.