Lucy Moloney
Operations - Northwestern Mutual | Previously Procurement at Eli Lilly | Studied Buying operations and Merchandising in Dublin Institute of design
- Role
- Operations Manager at Northwestern Mutual
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About Lucy Moloney
Feel free to reach out! m••••••••@gmail.com
Experience
Operations Manager
Nov 2024 — Present · Los Angeles, CA, US
Preparing and processing all insurance applicationsManaging the medical examination process, scheduling exams, underwritingActing as a liaison in collaboration with Financial Advisors between a client and an underwriter to request or deliver correspondence, documents, and information with a high level of professionalism, timeliness, and confidentiality.Developing and maintaining a working relationship with colleagues and company staff, and checking in weekly with advisors to provide case status updatesWorking closely with Financial Advisors to determine and handle their policy servicing needs for clientsProducing quotes from illustration software and preparing personalized planning analysis documentsEntering and maintaining client and policy data in computer system and electronic file system; tracking and following up on tasks forwarded to other staff or clients to ensure timely completionRegularly reviewing and managing online reporting systems, ensuring that all data is accurately reflected and making corrections to records whenever necessary
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