Trace Grenga

Director, MultiLife Inforce Administration

Role
Director, Multilife Inforce Administration at Penn Mutual
Location
Houston, TX, US
LinkedIn followers
500 followers

About Trace Grenga

A dynamic team leader; able to motivate team members to achieve departmental objectives.Highly organized manager and coach; able to quickly assess needs and provide guidance to resolve issues and improve overall department performance.Outstanding communication skills and ability to identify, focus, and execute pivotal priorities.

Experience

  1. Director, Multilife Inforce Administration

    Penn Mutual

    Aug 2024 — Present

    Lead the daily operations of the MultiLife Inforce Administration team, overseeing all aspects of policy administration, including policy changes, billing, disbursements, metrics, and vendor coordination. Ensures efficient service delivery to Financial Professionals, plan sponsors, and participants while driving operational excellence.Key Responsibilities:Policy & Procedure Development: Create SOPs, workflows, and policies to optimize inforce processes. Build metrics and dashboards to track performance and proactively enhance the customer experience.Team Leadership: Build and lead a high-performing team, ensuring strong support for internal and external stakeholders.Stakeholder Engagement: Strengthen relationships with Financial Professionals and collaborate with IT, Compliance, and Distribution for integrated service delivery.Operational Efficiency: Improve turnaround times and support seamless transitions from enrollment to claims.Policy Administration: Oversee comprehensive policy servicing for COLI and CSIO plans, including inforce policy changes, inforce illustrations, list bill setup and maintenance, and ongoing servicing and individual billing for ported policies.

Education

  • John C Birdlebough High School

    High school diploma

    1985 — 1987

  • LOMA

    Associate Customer Service (ACS)

  • LOMA

    Fellow, Life Management Institute (FLMI)

  • LOMA

    Associate, Life Management Institute (ALMI)

    2019

  • The Board of Cooperative Educational Services (BOCES)

    Instructional Technology

    1986 — 1987

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Trace Grenga — Director, Multilife Inforce Administration at Penn Mutual in Houston, TX, US | Unifers