Jason Caisse

Experience

• 

  AMP Agency

  May 2004 - Sept 2004

  Tour Representative

  Represented Reebok Running Category in the North East market; using grass roots marketing strategy to promote the Reebok brand. Responsibilities included vendor booth at local road races, American Heart Association walks, and retail events.

• 

  John Hancock

  Dec 2006 - Oct 2016

  • Managed and motivated a team of 18; consisting of both onshore and offshore associates. Completed all performance reviews including salary recommendations.• Oversaw daily operations of team tasked with ensuring Financial Advisors and Firms maintained the appropriate FINRA and State licensing in order to service and sell investment products.• Increased team productivity by 15% through various training initiatives and implementing monthly productivity goals and metrics monitoring.• Responsible for oversight of monthly commission’s payments totaling $20+ million.• Delivered year end / forward planning strategic presentations to senior management.• Responsible for drafting and implementing risk management strategies for the team.• Prepared and reviewed all documents for SOX and NY State Insurance Commission Audits.• Coordinated with IT on researching, documenting, and preparing a formal recommendation to replace and/or modernize existing admin systems. Show less • Managed and motivated a team of 18; consisting of both onshore and offshore associates. Completed all performance reviews including salary recommendations.• Oversaw daily operations of team tasked with ensuring Financial Advisors and Firms maintained the appropriate FINRA and State licensing in order to service and sell investment products.• Increased team productivity by 15% through various training initiatives and implementing monthly productivity goals and metrics monitoring.• Responsible for oversight of monthly commission’s payments totaling $20+ million.• Delivered year end / forward planning strategic presentations to senior management.• Responsible for drafting and implementing risk management strategies for the team.• Prepared and reviewed all documents for SOX and NY State Insurance Commission Audits.• Coordinated with IT on researching, documenting, and preparing a formal recommendation to replace and/or modernize existing admin systems. Show less • Led a team of on shore and off shore employees in financial problem resolution situations. • Served as a subject matter expert for the business unit in the area of product and admin systems knowledge. • Provided assistance with the implementation of workflow and system enhancements; including planning, creating, and testing new processes / systems.• Provided Gain Loss analysis/estimation to help facilitate business decisions by management.• Coordinated with Fund Administration to drive the daily variable annuity hedging process.• Project Management – Coordination of work, tracking costs, providing updates to management.• Coordinated training of new onshore and offshore employees. Show less • Acted as a liaison between Annuities Marketing / Sales and Annuities Services Operations Management to coordinate the problem resolution process, including serving as the direct contact for 28 internal and external wholesalers for escalated service issues by authorizing procedural exceptions where appropriate.• Tracked and monitored service trends and challenges in order to identify the prevailing service issues and recommending the most efficient resolution process, while providing a long term solution to both Sales and Operations Management.• Proactively managed the new product roll-out process including facilitation of design and communication of operational procedures to the sales force. Show less

  • Operations Manager - Licensing & Commissions

    Nov 2015 - Oct 2016

  • Manager - Licensing and Commissions

    Feb 2015 - Nov 2015

  • Team Lead / Sr. Control Analyst

    Mar 2012 - Feb 2015

  • Relationship Manager

    Apr 2011 - Mar 2012

  • Sr. Control Specialist

    Jan 2008 - Apr 2011

  • Client Services Representative

    Dec 2006 - Jun 2008
• 

  Mass Tank

  Apr 2017 - now

  • Vice President of Field Services

    May 2018 - now

  • Project Manager

    Apr 2017 - May 2018