1. Norma F. Long
7008 Bunche Street
Richmond VA 23228
(Day) 804-755-6480; (Cell) 804-615-6442
E-mail: Nanderash3@aol.com
OBJECTIVE
Seeking a role that would further enhance my problem solving experience as well as my skills of adaptation to a continuously changing industry and environment
EMPLOYMENT EXPERIENCE
2007 to Present Sun Life Assurance Company Of Canada (U.S), Richmond Group Office, VA
Sales Coordinator. Provided support to our Transition Operations and Services during the critical timeline of transitioning over 1,500 Group Life and Disability policies after the sale of the company’s Individual Life and Annuity business. Through dedicated efforts, we were able to successfully complete this project with minimal disruption to our customers. This included training sessions, spreadsheet tracking, IT support, quote set up, revisions, risk approvals, and finally customer support website installations for billing and contract document support.
Coordinated field office quoting process of Group Life, AD&D, Disability, Medical Stop-Loss, and Dental products. Timely collection and submission of requirements needed in order to deliver proposal to broker, as well as sold case information to New Business processing; worked closely with Implementation Team and Account Managers for a smooth transition from acquisition to installation. Development of close working relationship(s) with Brokers, Third Party Administrators, and other Home Office contacts, to provide a service focused environment for our inforce as well as potential customers (Premium, Claims or Dental reports as needed). Also provided support as Purchase Coordinator and back-up Sales Coordinator for multiple field locations.
2006 to 2007 Prudential Group Insurance, Glen Allen, VA
Sales Assistant. Provided support to Sales Staff members while serving as liaison for clients, brokers, and home office associates. Organized proposals for broker delivery, using online submission processes to obtain rate calculations for new coverage, add-issues, and plan design changes. Requested appropriate competitive window adjustments, discounts, plan design changes, and appeals to underwriting advocate per assigned Sales Manager. Ensured daily requests for proposals were reviewed for necessary information in order to meet brokers requested due date. Recorded retention of archives as outlined in Compliance processes and procedures.
2006 Ameriprise Financial, Richmond, VA
Operations Coordinator. Served as receptionist for the office as well as provided assistance with recruiting and new hire processing, office supplies coordination, luncheon setups, video/teleconferencing setups, and data entry of weekly budget items in excel spreadsheets.
2001- 2005 Prudential Financial, Glen Allen, VA
Operations and Control Specialist. In addition to continuing with my responsibilities from the Newport News office, also provided customer service support as well as agent support. Assisted management with Sales Practices Oversight and Control to insure proper procedures were adhered to.
1999-2000 Prudential Individual Financial Services, Newport News, VA
Operations and Control Specialist. Responsibilities included supporting agency business, compliance, business quality, financial, new agent hires, licensing, technology, report generation, administrative support, special projects, document retention and management, customer support and general office support. Generated and administered various reports. Relocated to Glen Allen, VA

2. Norma F. Long
7008 Bunche Street
Richmond VA 23228
(Day) 804-755-6480; (Cell) 804-615-6442
E-mail: Nanderash3@aol.com
1994-1999 Prudential Preferred Financial Services, Newport News, VA
Director’s Assistant. Assisted management in compliance operations, sales and productivity, and progress reviews. Also provided support in recruiting selection, and hiring process through test administration. Maintained procedures for resident and non-resident license status for active agents. Served as customer service liaison by routing incoming calls to appropriate areas. Reviewed marketing materials for public use. Processed incoming/outgoing transfers of policies.
Processed requests made by clients, such as premium payments, values quotations, duplicate statements, disbursements, reinstatements, and death claims. Internal communications with other departments on special projects (implementation of changes). Established document retention files and provided maintenance of such files security. Order and maintain supplies. Maintain compliance library. Coordinate process for installation of software updates, monitor computer security, and resolve equipment issues.
EDUCATION
2000-2001 St Leo University, Langley AFB, VA – Major, Marketing
Business Management and Marketing courses taken
1989- Spring Session, Lubbock Christian University, Lubbock, Texas,
Business Math course
1987- Summer Session, Odessa Junior College, Odessa, Texas
Literature and General Math courses
1985-1987 Lubbock Christian College, Lubbock, Texas-Major, Business Administration
Other Skills/Attributes
Microsoft Office Software (Word, Excel, Access, PowerPoint), Lotus Notes, and a variety of other windows based programs. Utilization of Adobe Connect for training calls. I am an excellent multi-tasker, supportive as a team player, and capable of working independently when required.
Training
Ongoing training via online Learning Centers and Monthly Sales Coordinator Training calls- Ethics, Gifts & Entertainment, Life, Disability, Stop Loss, State Mandated Disability Programs, and other Product related Manual Resources.