Pacific Life InsuranceSenior New Business Representative I
Nov. 2013 - Oct. 2022Orange County, California, United StatesReviews 40+ independent business transactions daily for 6 teams on legal compliance, enterprise requirements, product choice, accuracy, and trends at a 97% success rate, while cross-functionally leading monthly analysis and feedback on procedures, projects, and presentations for internal and external teams. • Improves productivity, simplifies operations, oversees projects, and negotiates results that support business partnerships with underwriters, data entry teams, new business teams, clients, sales, and key stakeholders, by utilizing effective communication in a high-stress, high volume environment • Improved industry average by reducing turn-around time from a few months to a week and evaluation times from 40 to 6 minutes • Update and coordinate 6 teams on improved issue procedures, meeting updates, quality alerts, enterprise news, job promotions, and KPI's. • Strategically plan the annual fundraiser 5 months every year in addition to work responsibilities