University of Massachusetts Amherst

Saybrus Partners

Internal Sales Consultant

•NothelferMorrone is an independent advisor firm providing financial strategies and advice to over 400 households in the Lehigh Valley.
•Responsible for the development and maintenance of intra-office procedures.
•Managed office finances, including accounts payable and accounts receivable.
•Technology liaison and first tier technical assistance
•Managed all aspects of office move
•Interview and select vendors 
•Point of contact for all vendors and strategic partners
•Weekly and monthly reporting to company owners for status of client and financial information
•Letters to clients (written communication skills) from dictation
•Coordinate special events and seminars for clients and prospects
•Weekly market commentary

NothelferMorrone

Team Leader

•Prudential Financial serves individual and institutional customers worldwide assisting them in creating and securing their assets. 
•Section Team Manager	
•Managed two separate teams, Annuities New Business Support and Commissions, with a total of 20 direct reports
•Hired and developed staff to optimize performance
•Led weekly team meetings resulting in coordinated, smoothly functioning support services
•Restructured Commissions team responsibilities resulting in increased cycle time from 80% to 98% in one year
•Created and implemented a staff team training program improving cross team functionality and efficiencies
•Served as liaison to the Commissions area on a large project purchasing Allstate's closed book of variable business. Ensured that Allstate's standards and requirements were appropriately captured and transferred to a third party vendor
•Coordinated and implemented the transfer of an on-site printing operation thereby reducing staff and equipment costs by $100,000
•Participated in and supported the introduction of an Allstate-specific annuity

Prudential

Associate Manager

With over 5,000 employees throughout the Continental United States, Phoenix helps solve diverse and often highly complex personal and business financial needs through its broad array of life insurance, annuity and investment products.
Regional Operations Manager, 2005-2007		
•Managed a staff of three supporting a nine-person sales staff
•Contributed to 182% office premium growth in one year
•Recruited, hired, trained, and developed administrative employees to support requirements of growing office
•Fully responsible for an open caseload of up to 600 informal cases as needed 
•Organized and implemented marketing campaigns generating new business from existing clients
•Coordinated effort to update contact information for 8000 client records

REGIONAL ADMINISTRATIVE MANAGER 	    2002-2005					    	  
•Chosen as the youngest manager of most successful field office with a staff of three supporting six salespeople
•Directly responsible for all customer service requests, running new and in-force life insurance illustrations, processing policy service requests, and all special or high-priority new business cases
•As circumstances required, temporarily handled all new business functions such as application processing, ordering medical exams and doctors’ records, getting policies issued, and maintaining a        200+ caseload
•Led office administration including office maintenance and bill payments
•Coordinated and successfully executed two office relocations on time and on budget

TRAVELING ADMINISTRATIVE MANAGER		2001-2002
•Covered various field offices administrative functions for employees on extended vacation or sick leave
•Hired and trained new employees in several field offices, all of whom went on to be promoted within the organization
•Transferred best practices and standardized procedures throughout field offices

Kate Newman Savett