Trace Grenga
Director, Multilife Inforce Administration @Penn Mutual
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WORK HISTORY
Director, Multilife Inforce Administration @Penn Mutual
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
LOMA
Associate Customer Service (ACS)
LOMA
Fellow, Life Management Institute (FLMI)
LOMA
Associate, Life Management Institute (ALMI)
The Board of Cooperative Educational Services (BOCES)
Instructional Technology
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.
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