Operations

Assists subsidiary companies in the improvement of product selection, marketing and distribution, administration and operational systems, as they relate to an affiliation with a member parent life insurance company.

Membership Requirements:
Members are usually officers of the broker-dealer and/or the parent life company involved in marketing, compliance, operations & administration, or sales. Members must be employed by a LOMA member insurance company or a broker-dealer affiliated with a LOMA member insurance company.

LOMA Staff Liaison:
Margaret Honan
Phone: (860) 285-7877
Email: mhonan@limra.com

Assists member companies in the improvement of their operations by pooling experience, identifying and suggesting acceptable alternatives, and investigating various practices. The committee discusses techniques and strategies in the areas of management, training, effectively using metrics, and identifying new tools that can make a call center more productive. The committee explores the use of contact centers in the claims process and in cross-sell/up-sell opportunities.

Membership Requirements:
Members of this committee should have direct responsibility for the operation of their organization's contact center as a whole or a unit within the contact center. Members must be employed by a LOMA member insurance company.

LOMA Staff Liaison:
Darius Webb
Phone: (770) 984-3768
Email: webb@loma.org

Investigates, studies and discusses topics relative to Group Insurance administrative processes and operational practices from pre-sale through claims for various group products and services including life, dental, disability, supplemental health, and worksite coverages.

Membership Requirements:
Members are at Director or Vice President level with responsibilities for one or more areas of administration of voluntary, group insurance or employee benefit products sold and administered by their company. Members must be employed by a LOMA member insurance company.

LOMA Staff Liaison:
Mary Trecek
Phone: (860) 298-3844
Email: mtrecek@limra.com

The Annuity Operations Committee discusses issues, trends, emerging technologies, customer experience and best practices around the issuance, servicing and administration of individual annuities and other registered and non-registered products from new business to the claims process.

New Membership Requirements: Members should hold a management level position with functional responsibility for one or more aspects of annuity new business, product administration and/or client services and must actively participate and contribute in committee meeting discussions.

LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org

Investigates, studies and discusses issues relative to account takeover and fraud identification and prevention while providing a forum for members to develop a peer network to share ideas, solutions, and best practices as well as maintain knowledge and expertise on industry trends in this area.

Membership Requirements:
Members are typically at the Director or Vice President level should have responsibility in their organization for one or more aspects of account takeover and fraud investigation and prevention. Members may represent from their company’s fraud, special investigation, compliance, in-force policy management (life, annuity or retirement plans) or information technology department. Members must be employed by a LOMA member insurance company.

LOMA Staff Liaison:
Sharyn Kessler
Phone: (770) 818-1129
Email: SKessler@loma.org

Assists member companies in the improvement of all aspects of individual insurance service, concentrating on identifying ways to improve and provide customer service by research on specific topics; exchange of information and distribution of reports as appropriate; investigating organizational structures, administrative practices, and procedures; and promoting the study of topics that focus on customer service as perceived by the customer.

Membership Requirements:
Members must have current, substantial and relevant experience in the POS aspects of the life insurance industry and hold a management level, policy-making position. Companies represented on IISC I generally have more than 1.5 million policies in force. Members must be employed by a LOMA member insurance company.

LOMA Staff Liaison:
Emma Wandzy
Phone: (860) 298-3999​
Email: EWandzy@limra.com​

Analyzes individual customer service functions through review of various company operations dealing with policyowners, agents, and regulators; by identifying and suggesting acceptable alternatives; and by investigating various company operations and practices in policyholder services, keeping in mind the perception by the customer.

Membership Requirements:
Members must have current, substantial, and relevant experience in the POS aspects of the life insurance industry and hold a management level, policy-making position. Companies represented on IISC II generally have less than 1.5 million policies in force. Members must be employed by a LOMA member insurance company.

LOMA Staff Liaison:
Emma Wandzy
Phone: (860) 298-3999​
Email: EWandzy@limra.com​

Assists member companies in the improvement of their new-business operations in areas such as policy issue, underwriting, compliance, and technology by way of sharing information as well as discussing various methods of operation and practices.

Membership Requirements:
Members must have current, substantial and relevant experience in life insurance new business and/or underwriting and hold a management, policy-making position. Members must be employed by a LOMA member insurance company.

LOMA Staff Liaison:
Melanie Evans-McHugh
Phone: 470-278-6450
Email: mevans-mchugh@loma.org

Directs its primary attention to improving the annuity product development/management process within the industry, improving product design in order to better meet consumer/distribution needs, gaining a better understanding of industry related issues. The product focus is primarily on individual annuity products with a lesser focus on individual life insurance products.

Membership Requirements:
Members must have current, substantial, and relevant responsibilities and expertise in various aspects of annuity product development. Members must be employed by a LOMA member insurance company.

LOMA Staff Liaison:
Roger Aucoin
Phone: (860) 285-7717
Email: raucoin@limra.com