We provide IT Staff Augmentation Services!

New Business Replacement Analyst Resume

0/5 (Submit Your Rating)

Milwaukee, WI

SUMMARY:

  • I am a Servant Leader with a wealth of experience in cross functional management, as well as policies and procedures execution. As a proven success in conveying vision and direction; I am up for a new challenge and eagerly in search of a role that will allow me an opportunity to utilize my skills to transform plans into specific solutions, and benchmark performance against operational goals.
  • Administrative Support
  • Process Redesign
  • Project Coordination
  • Performance Management
  • Financial Management
  • Contract Development/Compliance
  • Revenue Goal/Growth Attainment
  • Six Sigma Methodology and Leadership Development

PROFESSIONAL EXPERIENCE:

Confidential - Milwaukee, WI

New Business Replacement Analyst

Responsibilities:

  • Analyzes replacement disclosure forms submitted by Confidential Financial Representatives, from all states, for accuracy, completeness and compliance with states regulations.
  • Responsible for meeting the state notification deadlines 100% of the time.
  • Analyzes the replacement disclosure forms for mathematical errors, improper response to questions and completeness.
  • Analyzes sales materials for compliance with state replacement and illustration regulations, and if necessary, requests additional documents from the financial representative.
  • Effectively handles and manages pending case volume, case follow-ups, and the unassigned case reports.
  • Utilizes and develops a working knowledge of proper resource material and manuals.
  • Analyzes notification forms submitted by replacing companies, for accuracy, completeness and compliance with state replacement regulations.
  • Corresponds with replaced companies when the replaced company notifies Confidential of inaccuracies in figures for policies on disclosure statement or requires additional information in accordance with state regulations.

Confidential - Milwaukee, WI

Assistant to the Communications Executive Director / HR Special

Responsibilities:

  • Manage all corporate travel arrangements and coordinate pre-planning of trips
  • Conduct research to prepare, gather and proof briefing materials
  • Manage monthly expense reports, budget and filing system
  • Advise and strategized with leadership on planning and development of board budgets meetings
  • Prepare Power point presentations (Microsoft, Prezi, Sharepoint) for corporate project board events
  • Lead communication of HR special projects and delivery of company- wide announcements
  • Formulating and circulating mail for communication team
  • Specialized in Ultipro and plan-view to ensure the timely delivery of metrics and reporting data

Confidential - Milwaukee, WI

Store Operations Manager

Responsibilities:

  • Tasked with recruiting talent and developing career based incentive programs to enhance morale and inclusion
  • Performed administrative office operations including audits and expense reports for multi-units
  • Created methods through building and maintaining client contact and exceeding sales quotas by 10%
  • Ensured protocol through rightful qualification measures including open bankruptcies
  • Established relationships with bank personnel to ensure low turnover rates on existing loans
  • Educated elderly population on interest policies and procedures in an effort to help them maintain financial stability
  • Recognized quality control measures to maintain operations of the organization through change management
  • Communicate market brand and consumer developments, trends and best practices. Identify and propose solutions to competitive activities.
  • Coordinate and develop strong regional/ethnic programs that respond to local consumer insight while staying true to productivity goals..
  • Monitor business performance and implement corrective business building activities. Participate in driving digital activation activities.

Confidential - Milwaukee, WI

Process Improvement Project Manager

Responsibilities:

  • Help schedule and manage janitorial staff in order to ensure compliance with budget, job scope, quality and safety expectations (DMAIC, process improvement tool- Define, Measure, Analyze, Improve, Control)
  • Manage and order janitorial supplies, with a proven track record in inventory control management
  • Oversee and follow up on safety requirements with team members including site specific
  • Take lead on HR functions - hiring,, discipline and compensation Result: Built a sound team aware of expectations.
  • Carry out positive recognition incentives Result: Helps to maximize employee morale and return
  • Assist with preparation of federal and state labor reporting requirements Result: 100% lawful compliance
  • Assist Administration with preparation of payroll Result: Cut cost by 25% by utilizing a self- serve system
  • Monitor monthly profitability on an account-by-account basis Result: Helps to plan trajectory goals 6mos/year
  • Review daily labor report and prepare project variances analysis Result: Help to secure risk management plans
  • Expense and supply tracking and bank reconciliation Result: Reduce budget by 10%
  • Assist with creation of financial models for new business affiliates Result: Ability to streamline customer need.
  • Help to maintain existing customer relationships and ensure service levels meet or exceed customer expectations
  • Proactively identify and create specific solutions (budget, space, contract) for clients Result: 95% contract renewal

Confidential - Milwaukee, WI

Assistant Manager

Responsibilities:

  • Designed and structured new inventory control and merchandising methods
  • Recruited, trained and supervised staff, ensuring motivated and team-focused environment
  • Executed and maintained operational and promotional standards and initiatives
  • Provided essential leadership for project management through leading focus groups and seminars
  • Supervised over 20 associates, in addition to maintaining cash balances for entire store
  • Managed monthly advertising projects while delegating part-time employee roles

Customer Service Marketing Intern/Supervisor

Confidential - Chicago, IL/ Milwaukee, WI

Responsibilities:

  • Directed all aspects of customer service functions/projects and processed feedback
  • Collaborated with team members to identify and execute professional goals (accuracy, development, tools)
  • Reviewed weekly data sheets to record informational changes and promotional items
  • Delivered sales support by reemphasizing promotions and studying cash transactions
  • Conducted team meetings and prepared notes to create new leadership policies
  • Oversaw customer satisfaction audit reports

We'd love your feedback!