Open to opportunities

Jane Doe

@janedoe1

Message

I am an Annuity TPA specialist focused on New Business, tax processing and client relationship management.

United States

Message

What I'm looking for

I seek a stable role in annuities/financial services where I can apply New Business and tax expertise, mentor teammates, solve complex problems, and drive process improvements in a collaborative, growth-oriented environment.

I have worked in the Annuity TPA industry since 2015, building expertise in New Business operations, tax processing, and client relations.

As a Tax Accountant and Queue Manager, I improved SLA adherence, created training materials, and produced Excel-based reports and SQL queries to resolve backlogs and out-of-balance items.

I'm driven by problem-solving and process improvement (Six Sigma White/Yellow Belt) and I enjoy mentoring colleagues; I apply tools like SQL, Taxport, OnBase, SOVOS, Salesforce, and PeopleSoft to deliver measurable operational impact.

Experience

Work history, roles, and key accomplishments

Current

Tax Accountant

Current

Zinnia

Jul 2024 - Present (1 year 1 month)

Prepare and review tax forms (1099-R/INT/MISC, W2G) and process state and IRS mail items to support new business operations and improve filing accuracy.

W2G Taxport SQL Excel Tax Compliance

Queue Manager

Zinnia

Aug 2023 - Jun 2024 (10 months)

Managed incoming workload and team scheduling to ensure SLA adherence, created daily reports and pivot-table dashboards, and increased productivity through targeted training.

Queue Management Excel Pivot Tables Onbase Reporting SLA Management Training SQL Prioritization

Account Service Specialist

Zinnia

Feb 2019 - Jul 2023 (4 years 5 months)

Served as primary client contact for multiple insurers and broker-dealers, resolving escalations across new business, post-issue, and claims while coordinating cross-functional solutions and training associates.

Client Relations Escalation Management Training Documentation Salesforce Outlook)