Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Experienced leader skilled in leading cross-functional teams and building relationships across all levels of an organization to meet organizational goals. Demonstrates exceptional communication, problems solving skills, and making critical decisions during challenges, and coaching individuals to success. Adaptable and transformational leader with an ability to work independently. Conflict management and resolution
Skills
Team leadership and coaching
Leadership and team building
Problem Solving
Decision Making
Goal orientation
Mentoring
Communication - Written and Spoken
Organization
Management
Continuous improvement
Team-oriented and dependable
Effective team leader
Work History
Annuity Process Controls and Review Team Lead II , 10/2018 - Current Allstate Insurance Company – City, STATE,
Manage and develop high performing virtual team utilizing Continuous Improvement methodology. Facilitate huddles, Root Cause Problem Solving sessions, Sit-a-longs, and Coaching Sessions. Incorporate changes based on Inspire and Barometer survey results.
Ensure all Source Reporting deadlines are met for required IRS tax forms.
Lead discussions around incorporating changes when potential fraud incidents are discovered to ensure proper controls are in place for recognizing and stopping fraud.
Assigns team members to projects of moderate complexity to support business unit and department objectives. Approve requirements and test plans.
Strong communication skills in the ability to initiate meetings, have one-on-one discussions, provide written explanations, as well as, outline solutions.
Ensures compliance with company and regulatory policies, procedures, and reporting requirements by monitoring the quality process and implementing corrective action to ensure policy and procedures are adhered to.
Serves as a role model, displaying and instilling an environment of trust, openness, participation and integrity.
Annuity and Tax Sr. Unit Manager, 03/2005 - 10/2018 Allstate Insurance Company – City, STATE,
Managed up to team of eighteen professionals. Provided guidance, direction, leadership, and support necessary to ensure goals are accomplished.
Assisted in identification, resolution and/or closing of 249 compliance issues assigned to Annuity Compliance team, saving the corporation in fines, fees, penalties and mitigate regulatory and brand exposure.
Provide leadership to assigned analyst in defining and documenting project scope, customers, expectations or deliverables and goals. Review project plan, identify critical tasks, deadlines, resources and priorities. Establish on-going communication to ensure completion by target date.
Ensure timely and accurate processing, in addition to complying with state, federal and regulatory law by proactively overseeing 70 compliance monitoring processes conducted monthly, quarterly or annually.
Expanded monitoring attributes by incorporating fraud attributes to all applicable Annuity monitoring processes. Audit results are used to identify trends, training issues and company risks to improve business processes.
Contribute in resolution of reported privacy incidents through investigation, expertise and/or strengthening controls.
Detailed knowledge of wide variety of Annuity products and plans, including fixed, variable, structured settlements and annuity buy outs
Manage taxation of approximately 50 life loans to ensure tax reporting is accurately completed per IRS guidelines.
Analyze policies and contracts to ensure all contractual obligations are compliantly completed.
Establish/maintain/promote culture of compliance within Annuity Service Center, by being open and available to all employees to ensure comfort when reporting potential compliance issues without retaliation from managers or peers. Provide support and guidance to questions and communicating clearly reasons for rules.
Analyzed 125 contracts to ensure all contractual obligations were compliantly completed by conducting in-depth review which consisted of examining multiple legal documents; comprehensive understanding of terms and conditions for each stipulation and tracking distribution transactions to ensure proper payee was paid.
Annuity Compliance Unit Manager, 03/2001 - 02/2005 Allstate Insurance Company – City, STATE,
See Annuity and Tax Sr Unit Manager same team assignments with increased responsibilities as a Sr Unit Manager.
Manage taxation of approximately 50 life loans to ensure tax reporting is accurately completed per IRS guidelines.
Education
Bachelor of Arts: General Studies, Expected in - Roosevelt University - Chicago, IL GPA:
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