Experience

• 

  New york life insurance company

  Jan 2005 - now

  Provide input on functional requirements, product scope, design and schedules as key player on the Product Development task force. * Implemented an Income Plus Annuity product and four variable annuity products on the new field technology illustration system. * Launched retirement needs assessment project to convert an excel base tool into a web based application using an agile method approach. Verified calculations for Commissions, Marketing Allowances, Asset Under Management payments, and reporting functions on all third party distributor annuity sales and administrative systems. * Contributed to successful implementation of Electronic Funds Transfer (EFT) project that enabled 25% of clients to receive commissions electronically for Banks, Broker/Dealers and Third Party Marketers. * Increased production 40% and productivity 75%.

  • Senior Service Associate | Quality Assurance Analyst

    Jan 2012 - now

  • Senior Service Associate, Associate Producer

    Jan 2005 - Jan 2012