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Samantha Mull

@samanthamull

I resolve complex financial-services complaints and regulatory inquiries while improving compliant workflows and customer outcomes.

United States

Message

What I'm looking for

I'm looking to apply my experience resolving complex customer and regulatory matters in a role that values cross-functional collaboration, compliant processes, workflow improvement, and accurate, timely solutions.

At Jackson, I investigate and resolve complex customer complaints and organizational inquiries, delivering timely, compliant responses.

I research inquiries from State Departments of Insurance, FINRA, and the SEC, collaborate across departments to gather documentation, and support escalations to executive and presidential offices. I also identify recurring concerns and partner with internal teams on process improvements and risk mitigation.

Previously, I supported Variable Annuity, Life Insurance, Fixed Index Annuity, and Registered Index-Linked Annuity clients as a Premier Services Advocate. I've trained and mentored associates, developed onboarding materials, and strengthened workflows, reporting, and documentation processes.

Experience

Work history, roles, and key accomplishments

Current

Customer Relations Specialist

Current

Jackson

Nov 2023 - Present (2 years 11 months)

Investigate, analyze, and resolve complex customer complaints and organizational inquiries while ensuring timely and compliant resolutions. Research and respond to inquiries from State Departments of Insurance, FINRA, and the SEC in accordance with regulatory requirements and internal procedures.

Regulatory research Regulatory Compliance Cross Functional Collaboration Workflow Coordination Document Management Microsoft Office Internal Systems

Premier Services Advocate

Jackson

Aug 2019 - Nov 2023 (4 years 3 months)

Provided operational and service support to clients and internal associates regarding Variable Annuity, Life Insurance, Fixed Index Annuity, and Registered Index-Linked Annuity products. Trained new associates as a Subject Matter Expert on internal systems, triage procedures, and workflow processes.

Training Material Development Process Support Internal Systems Microsoft Office Cross Functional Collaboration Workflow Coordination

Title Assistant

Diversified National Title

Nov 2018 - Aug 2019 (9 months)

Coordinated scheduling and workflows for client closings, ensuring seamless operations. Facilitated accurate communication between title examiners and closers through effective verbal and written correspondence.

Workflow Coordination Communication Skills Data Collection Training Internal Systems

Cake Decorator

Bake N' Cakes

Aug 2014 - Nov 2018 (4 years 3 months)

Managed detailed customer orders to ensure accuracy and timely delivery. Resolved customer concerns to improve product quality and service experience.

Customer Service Order Management Team Leadership Training Workflow Coordination