New Business Replacement Analyst Resume
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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