Kathleen Lyons

Experience

• 

  Merrill Lynch

  Jul 2001 - Aug 2008

  Call Center Supervisor/Relationship Manager

  Managed call center and processing staff, including claims for life insurance division. oversight of records management dept, managed 3rd party agreements between Merrill Lynch, IBM and Monarch Life Insurance, developed staff, interviewing and hiring, key player in transition of business processing, customer dispute resolution, reporting.

• 

  AEGON/Transamerica

  Oct 2008 - Oct 2011

  Call Center Manager

  Managed high volume call centers for New Business and Inforce Life Insurance business, reporting, training, escalation resolution, research/gather/ provide documentation for legal and compliance issues, employee development and diciplinary actions, relationship management with 3rd Party agreements.

• 

  Innovation Property Network

  Jun 2012 - Sept 2013

  Supervisor

  Manage and develop employees, interviewing and recruiting, work with home owners, contractors and property insurance adjusters to coordinate estimate preparation and repairs for property claims, successful resolution of warranty issues or disputes/concerns between the parties, ensure timely delivery of estimating requirements/documents/photos for claims with contractors and adjusters.

• 

  CAIA Association

  Feb 2014 - now

  Here to assist Candidates through the registration and exam process. Committed to provide the best customer experience possible for anyone who contacts me.

  • Senior Candidate Relations Manager

    Jan 2014 - now

  • Candidate Relations Manager

    Feb 2014 - now