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Tatiana Johnson

Tatiana Johnson

Retail Annuities Service Manager

New York Life Insurance Company

Greater New York City Area, us

Proven leader with ability to develop and implement comprehensive systems to solve challenging organizational problems. Focuses on optimizing results, while aligning cost efficient methodology; in an effort to minimize impact to internal and external clients. Ability to prioritize both routine details and lengthy projects. Ad...

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New York Life Insurance Company

Retail Annuities Service Manager

Notable Accomplishments:
-Received a President's Award, which is part of the New York Life Long-Term Incentive Plan designed to reward outstanding performance of selected employees
-Implemented new Return mail procedures and workflow tactically reducing 40% of processing time, creating opportunities in productivity in other areas
-Recommendations enhanced workflows to handle a particular type of request during the intake process
-Demonstrates competency in execution of multiple projects, including managing resources across multiple departments to meet goals

-Develops and executes communication plans and awareness measures production and performance results against ad hoc reporting for the team
-Collaborates with lockbox vendor to address error trends, prepared statement of work, compliance reconciliation needs and reviews contracts with Management team during renewal periods
-Provides edits as needed for Regulated Remittance Service Agreement, statement of work with Lockbox provider and management
-Partners with Strategic Initiatives team, solutions architects, and management to map out testing phases for workflow with DataCap, AWF, Openspan, and SalesForce for seamless implementation
-Reviews indemnification letters, custodial agreements, and complaints for expedient processing
-Sets realistic time frames for implementation of new or revised procedures
-Leads service tours and compiles spreadsheets for corporate internal and external industry auditors PricewatershouseCoopers (PWC) lends extensive support in locating TPD key documentation for annual audit reviews for Support Services unit
-Assists with the requirements for NYL-Direct to ensure that the Tampa Direct Annuity program integration project efforts from Tampa location to New York location is seamless

I just love this....

It only took one Hampton University student to ignite a passion for service and enhance opportunities for her peers in the surrounding community.

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