Aqeela Fogle
Philadelphia
Summary
Dynamic Project Management Analyst at Prudential Advisors with expertise in process optimization and stakeholder engagement. Proven track record in enhancing lead generation programs and delivering impactful training. Skilled in data analysis and client relationship management, driving strategic initiatives that elevate team performance and ensure regulatory compliance.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Project Management Analyst
Prudential Advisors
06.2019 - Current
- Led initiatives for lead management, process optimization, and team performance improvement across organization.
- Partner cross-functionally with Financial Professionals, business leaders, and call centers to evaluate and enhance lead generation programs (Clientlink, Link lead program, Group Referral program).
- Develop and deliver training for Customer Service Professionals (CSPs); create Standard Operating Procedures (SOPs) to streamline workflows and ensure regulatory compliance.
- Analyze data and generate daily reports on Group Insurance Calls and Referrals to inform strategic decisions.
- Oversaw evaluation and onboarding of external lead vendors, aligning them with organizational goals and maintaining quality standards.
- Facilitated stakeholder communications and project updates, ensuring accountability and timeliness in execution.
Financial Professional Associate
Prudential Advisors
05.2017 - 06.2019
- Identified clients’ financial needs and recommended tailored insurance and investment solutions.
- Managed end-to-end sales cycle, from prospecting and needs analysis to closing and post-sale service.
- Expanded book of business by enhancing client retention and satisfaction through tailored service and support.
- Developed and managed a diverse portfolio of clients through proactive outreach and relationship-building strategies.
- Coordinated with cross-functional teams to address complex client issues and ensure exceptional service delivery.
Customer Service Associate
Prudential Life Insurance Company
04.2014 - 05.2017
- Acted as Subject Matter Expert, resolving escalated customer inquiries and supporting dedicated enterprise accounts (e.g., Verizon, Walmart).
- Promoted products and services through clear communication and effective problem resolution, enhancing customer satisfaction.
- Trained and coached colleagues on best practices, enhancing service delivery effectiveness.
- Monitored performance guarantees and service level agreements, ensuring compliance and maintaining service quality.
Customer Service Associate
Prudential Life Insurance Company (Corporate Brokers)
08.2013 - 04.2014
- Guided customers on benefit coverage and compliance requirements, enhancing understanding of alternative products.
- Resolved group life insurance claims through efficient document preparation and proactive client communication.
- Documented and organized records per corporate policies and regulatory standards, ensuring compliance.
Teacher Assistant / Office Assistant
Ijora Shule
09.2009 - 07.2011
- Coordinated daily office operations, fostering effective communication between staff and leadership to improve workflow.
- Supported HR functions including performance management and recruitment, enhancing staff onboarding and file management efficiency.
- Provided administrative support for HR projects and compliance processes, contributing to streamlined compensation planning.
Education
Master of Human Resource Management -
Keller Graduate School of Management
Philadelphia, PA06.2014
Bachelor of Science - Business Administration
DeVry University
Philadelphia, PA06.2011
Skills
- Project management
- Process optimization
- Systems implementation
- Metrics analysis
- Data analysis tools
- Reporting methodologies
- Change management
- Stakeholder engagement
- Client relationship management
- Regulatory compliance
- Compliance monitoring
- Contract management
- Performance management
- Strategic planning
- Operations management
- Data review
- Evaluation techniques
- Customer engagement strategies
- Team leadership
- Team building
- Problem solving skills
- Attention to detail
- Relationship building
- Microsoft Office suite expertise
- Data review
Certification
- Life, Accident, and Health
- Series 6
- Series 63
Keywords
- Team Leadership
- Project Management
- Operations
- Cross-functional Collaboration
- Process Improvement
- Strategic Planning
- Change Management
- Stakeholder Engagement
- Performance Metrics
- Coaching
- Training & Development
- Regulatory Compliance
Timeline
Project Management Analyst
Prudential Advisors
06.2019 - Current
Financial Professional Associate
Prudential Advisors
05.2017 - 06.2019
Customer Service Associate
Prudential Life Insurance Company
04.2014 - 05.2017
Customer Service Associate
Prudential Life Insurance Company (Corporate Brokers)
08.2013 - 04.2014
Teacher Assistant / Office Assistant
Ijora Shule
09.2009 - 07.2011
Master of Human Resource Management -
Keller Graduate School of Management
Bachelor of Science - Business Administration
DeVry University