Steven R. Carroll
Structured Settlement Professional
- Role
- Senior Associate - Structured Settlements at New York Life
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Steven R. Carroll
Product Specialist for Structured Settlement Annuities, Life Company management and…
Experience
Senior Associate - Structured Settlements
Dec 2007 — Present · New York, JE
Financial Reporting, Activity and Sales reports and other key metrics.Achieve Sales and Profit objectives as determined by Investment Management.Build and sustain Broker Network Relationships.Established Best Practices & Proactive leadership initiatives.Quality Assurance and Compliance, Rate Change Processes,Settlement Legal Document analysis. Medicare Set Aside complex case analysis,Collaboration, Customer Service, New Business Operational Objectives.Communications Chair & Jersey City Site Leader for ERG.
Education
Felician University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
2016 — 2020
Skills
- Legal Compliance
- Health Insurance
- Software Development
- Distributed Team Management
- Annuities
- Insurance
- Communication
- Business Process Improvement
- Settlement Agreements
- Meeting Planning
- Governmental Affairs
- Life Insurance
- Financial Reporting
- Metrics Reporting
- IT Outsourcing
- Medicare
- Investments
- Financial Metrics
- Legal Liability
- Sales Management
- Microsoft Office
- Business Travel
- Quality Assurance
- Annuity Sales
- Liability
- Administrative Processes
- Claims Resolution
- Multicultural
- Marketing Strategy
- Staff Development
- Customer Service
- Fixed Annuities
- Licensed Life & Health Insurance Agent
- Report Writing
- Structured Settlements
- Workers Compensation
- Diversity & Inclusion Initiatives
- Staff Management
- Insurance Brokerage
- Legal Documents
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