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Click here or scroll down to respond to this candidate Candidate's Name , FLMI, ACS
Street Address Alana Court
Fairfield Township, Ohio Street Address
PHONE NUMBER AVAILABLE
EMAIL AVAILABLE LINKEDIN LINK AVAILABLE
SUMMARY
Management and Accounting Executive with extensive experience in the Life Insurance industry. Self-motivated,
results oriented leader that has successfully managed continual process improvements, corporate restructuring and
General Ledger implementations. Possess excellent management, communication and organization skills.
Demonstrated accomplishments include:
Project Management Budget Development and Reporting
Regulatory Compliance Productivity Improvement
Corporate Restructuring Management Development
Team Building/Talent Development Process Improvement
PROFESSIONAL EXPERIENCE
Ameritas Life Insurance Company, Forest Park, OH
Director, Customer Service 2010-2015
Directed a division of (3) Team Leaders, (2) Process Analysts and 40 Client Service Representatives for the following
teams:
o Financial Billing
o Individual Billing
o Individual Service
o Insurance Application Center
o Business Area Support Team
Pioneered the implementation of Talent Models which aided in determining if employees were matched with the
positions that most fit their skill sets. From this information, I implemented a major restructuring of the Teams,
Management and Associates. This resulted in a decreased turn-around time for customer service requests which allowed
time for more personal customer service experiences. Several VIP agents commented on our improved service to their
clients.
The first Director to implement a Process Improvement Initiative. Large project with full review of all service
processes. Over 175 process improvements were identified and over 100 improvements were implemented. Due to the
efficiency gains, salary/benefit savings of approximately $190,000 were experienced through attrition.
Served as Business Lead for the Implementation of a new General Ledger being led by the Accounting Department.
Aided in the introduction of the new General Ledger accounts, reports and coding to the Individual Department
management and associates
Recognized need for system security compliance. Assumed responsibility to role-base largest administration system
access, role-based Claims system and worked closely with the IT department.
Manager, Individual Accounting 2005 - 2010
Created Individual Accounting Team. Promoted to Manager of this team.
Team created to aid in building accounting for new products prior to launch in market.
Team retained responsibility for the balancing and maintenance of previously built accounting and reporting to the
Accounting Department.
Business Analyst 1998 - 2005
Heavily recruited by Business Technology Manager to join team in an Accounting capacity.
Became expert on accounting generated by insurance administrations systems to the General Ledger.
In conjunction with the Accounting Department, built and coded new accounts and codes for new products in the
administration system.
Tested and rolled out new accounting at time of product introduction.
Built accounting in administration system when new block of business was purchased.
Gradually became responsible for the balancing and maintenance of these accounts reporting monthly to the Accounting
Department.
Team Leader, Accounting and Controls 1996-1998
Promoted to Team Leader due to exemplary work on the General Ledger project.
First management position directed 3 associates.
Responsible for the reconciliation of over 30 newly developed corporate suspense/holding accounts.
Responsible for working with corporate management to aid them in the management of these accounts.
Reported monthly to upper management and Internal Audit.
Financial Accountant 1994-1996
Developed accounting chart of accounts that was adopted for use corporately.
Tested accounting, reports and processes to ensure flawless production implementation.
Along with Assistant Controller, trained all areas of company on new accounts, journal entry process and chart of
accounts to ensure business areas properly recorded accounting.
Various positions within company:
Budget Analyst, Budget and Cost Accounting
Financial Accounting Assistant, Financial Accounting
EDUCATION AND CERTIFICATONS
Bachelor of Arts, Organizational Leadership WILMINGTON COLLEGE, Wilmington, Ohio
FLMI - Fellow, Life Management Institute, 2004
ACS Associate, Customer Service, 2003
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