Dynesha Moore
Hi there, I\'m Dynesha! I\'m dedicated to ensuring client satisfaction and driving success. Let\'s connect and discuss how we can create value together!
- Role
- Insurance Operations Manager at Blueprint Financial Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dynesha Moore
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Experience
Insurance Operations Manager
Mar 2026 — Present · Charlotte, NC, US
Insurance Operations Manager with end-to-end oversight of insurance operations across both transition and ongoing business environments. I lead advisor onboarding and ensure seamless execution for fixed, life, and variable annuity products, supporting all business entities.Serve as the primary point of contact for client transitions, coordinating across advisors, carriers, broker-dealers, and internal teams to deliver a smooth, efficient client experience. Manage selling agreements, licensing and appointments, and regulatory alignment, ensuring all business is properly established and compliant before activity begins.Oversee day-to-day operations post-transition, resolving escalations, supporting advisors, and maintaining consistency across products and platforms. Partner closely with commissions and compliance teams to address compensation questions and improve transparency.Focused on building scalable, efficient processes, reducing operational risk, and enhancing service delivery through workflow optimization and cross-functional collaboration.
Education
Rowan-Cabarrus Community College
Associate's degree
2023 — 2025
Rowan-Cabarrus Community College
Network Administration Certificate
2023 — 2024
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