
Timeline
About me
Insurance and Annuity professional; FLMI; Eager to forge a new path!
Education
Eastside high school
1994 - 1997Activities and Societies: Show Choir, Head Athletic Trainer, Track and Field
Anderson university (sc)
1997 - 2001Bachelor’s degree psychology, human resourcesActivities and Societies: Student Alumni Council Respite Caregiver, Photo lab manager- Winn Dixie Stores
Experience
Winn dixie stores
Jan 1994 - May 2001Photo lab managerI worked in several stores and many departments throughout my highschool and college years! Thanks Winn Dixie!
Rbc insurance
Jan 2001 - Jan 2005Customer service User acceptance testing for Retirement Investment Services - BMA, Clarity DUO, Clarity Master and Kemper; regression testing for Kemper Internal and external client and agent communications including monthly reports for business unit and external clients, complaint logs and resolution, statement preparation and statement testing Prepare annual tax documents Identification and problem resolution for Imaging Task Force Billing and Collections
Ibm global business services
Oct 2005 - Jan 2022 Outsourcing Operations; On Shore and Off Shore Service Operations Staff Development and Employee Training
Quality Control -
Jul 2001 - Jan 2022Global Delivery- India (Daksh)
Oct 2005 - Dec 2005
Aloette cosmetics
Jul 2014 - Nov 2019Beauty consultantShare the benefits of Organic Aloe Vera present in Aloette products
Concentrix
Oct 2014 - Jan 2022 Support role for projects with experience in 5 consolidations/mergers/transitions Experienced in loan initiations, audits, taxation, and default processing Expert in Escheat processes, industry standards and procedures Continuous training, analyzing, and working with Global users Subject matter expert for service center; multiple clients with emphasis on annuities Plan and execute training plan for multiple clients Deliver training and analysis for project implementations Monitor and Maintain Production, Accuracy, and Service Level Agreements Evaluation and allocation of Skills Evaluate and recommend ‘best practices’ Liaison for client vendors; mass communications Show less
Outsourcing Consultant
Feb 2014 - Jan 2022Senior Internal Auditor
Jan 2015 - Jul 2021Investment Accounting
Oct 2014 - Jan 2015
Illumifin
Jul 2021 - Sept 2024Human Resources Specialist
Apr 2023 - Sept 2024Human Resources Administrator
Jul 2021 - Apr 2023Insurance Specialist
Jul 2021 - Jan 2022
3dwm
Oct 2024 - nowExecutive assistant
Licenses & Certifications
Series 6
- View certificate
Fellow, life management institute (flmi)
LomaMay 2024 - View certificate
Associate, life management institute (almi)
LomaJan 2022 Fellow, life management institute (flmi), level 1
LomaApr 2016Aapa
LomaOct 2015Associate, annuity products and administration (aapa)
LomaSept 2015Associate, life management institute (almi)
LomaJan 2022- View certificate
Associate, customer service (acs)
LomaJun 2021
Volunteer Experience
Mentor Place
Issued by IBMAssociated with Angie Childs, FLMI
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