Anna Papas

Strategic Operations Coordinator @Mchenry Advisers

Columbus, OH, US
EMAILS
a••••••••@mchenry-advisers.com
MOBILE NUMBERS
+16•••••••75

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WORK HISTORY

Jun 2025 — Present

Strategic Operations Coordinator @Mchenry Advisers

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New Albany, OH, US

Supports the optimization and execution of key operational processes across financial advisor/client communications, in-force policy management and billing functions- Manages in-force policy operations by supporting system development, tracking policy action items, maintaining life insurance data, generating reports, and collaborating cross-functionally to streamline case management and reviews- Manage billing processes, including payment entry and reconciliation, quarterly invoicing and client support for inquiries and discrepancies

EDUCATION

N/A

Miami University

Bachelor's degree, Media & Communications(Sport), Digital Marketing Minor

N/A

Grove City High School

High School Diploma

ABOUT ANNA PAPAS

I play a key role in optimizing internal processes that directly support client service and operational efficiency. I’m always looking for ways to improve workflows, strengthen communication, and offer a friendly connection.At the heart of what I do is a passion for connecting with people, organization, problem-solving, and creating systems that drive successful results. I enjoy collaborating across teams and finding new ways to add value and innovation, both internally and externally.I\'m excited to keep growing, learning, and making an impact as I continue along my professional journey!

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