Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Timeline
Generic

Lauren Edwards

Scottsdale

Summary

Highly motivated & detail-oriented annuity operations professional with extensive experience supporting high-volume advisor networks, managing complex annuity cases, and ensuring compliance across multi-state regulatory environments. Proven ability to process and track substantial monthly submitted business while serving as a trusted operational resource for advisors nationwide.

Overview

19
19
years of professional experience

Work History

Sr Account Manager

The Quantum Group
09.2016 - Current
  • Support over 200 financial advisors on an ongoing basis for annuity processing and operational support.
  • Manage an average of 175 annuity cases concurrently, ensuring accuracy and timely completion.
  • Assist in processing approximately $20 million in annuity business per month.
  • Work directly with major annuity carriers including North American, Athene, Corebridge, Delaware Life, Security Benefit Life, American Equity, ANICO, GILICO, and Global Atlantic.
  • Collaborate closely with broker-dealers including Centaurus, O.N. Equity Sales, and Newbridge.
  • Specialize in complex and non-standard funding sources, exchanges, and unique contract scenarios.
  • Oversee annuity contracting, licensing, and state regulatory requirements across 49 states.

Executive Assistant | Watch Commander

United States Navy, USN
01.2007 - 10.2016

· Senior Administrator & Watch Commander directly responsible for a military Security Department consisting of 65 military and 20 civilian personnel reporting directly to two high level Executives/Managers

· Managed the day-to-day activities ensuring compliance with personnel, information, physical security and insider threat standards as set forth in extreme pertinent directives

· Mentored and assisted up to 85 personnel with appropriate professional career decisions

· Ensured accurate career supporting documentation was submitted in a timely manner including; job performance evaluations, awards for superior performance and transfer packages for personnel and their families

· Managed, coordinated and tracked appointments, schedules and meetings directly for management and personnel ensuring all details and requirements were met including personal correspondence and complex planning

· Coordinate all administrative matters including screening incoming calls, mail, arranging travel for personnel and organizing offices for efficiency

· Authored and prepared correspondence; letters, memos, documents, spreadsheets, and organizational charts with a high efficiency

· Managed all required training ensuring completion of department training goals and requirements meeting strict weekly deadlines

· Researched discrepancies and authored policies and procedures to stay within government limits

· Trained 11 administrative assistants ensuring attention to detail and strict adherence to government policies and procedures

· Manages confidential business files and records while organizing and maintaining personnel records and other complex accounts with absolute discretion.

Education

Bachelor of Arts - Business Administration

American Military University
Charles Town, WV
05-2017

Skills

  • Annuity Case Management & Processing
  • Advisor Support
  • Multi-State Contracting & Compliance
  • Carrier & Broker-Dealer Coordination
  • Complex Funding Sources & Transfers
  • Suitability & New Business Review
  • High-Volume Workflow Management

Accomplishments

    Navy Achievement Medals:

  • Sep 2016
  • Sep 2012
  • June 2011
  • Humanitarian Service Medals:

  • Oct 2012
  • June 2011

Personal Information

Title: Annuity Operations & Case Management Specialist

Timeline

Sr Account Manager

The Quantum Group
09.2016 - Current

Executive Assistant | Watch Commander

United States Navy, USN
01.2007 - 10.2016

Bachelor of Arts - Business Administration

American Military University
Lauren Edwards