Sheila Sandy currently serves as the Assistant Director of Claims & Tax for Individual Life at Principal Financial Group, where she plays a pivotal role in managing the daily operations of the Individual Life Claims and Tax divisions. With her extensive expertise in life insurance...
Sheila Sandy currently serves as the Assistant Director of Claims & Tax for Individual Life at Principal Financial Group, where she plays a pivotal role in managing the daily operations of the Individual Life Claims and Tax divisions. With her extensive expertise in life insurance claims processing and taxation, Sheila ensures that death and disability claims are handled efficiently and accurately, while also overseeing the proper taxation of life insurance transactions. Her leadership is characterized by a commitment to delivering exceptional customer service, not only to clients but also to her team members.
Sheila’s background is bolstered by her securities licenses (Series 6 & 63) and LOMA designations, including the Associate in Customer Service (ACS), Associate in Advanced Personal Insurance (AAPA), and the Associate in Life and Health Claims (ALHC). These qualifications, combined with her Dale Carnegie Leadership Training, empower her to motivate and build customer-focused teams that excel in problem-solving and strategic planning.
Throughout her career, Sheila has been instrumental in key projects that enhance operational efficiency and customer satisfaction within the claims process. Her involvement with the LOMA Call Center Committee from 2009 to 2010 and her role as United Way Chairperson for AmerUs Life in 2001 reflect her dedication to community engagement and employee relations. With a strong emphasis on budget management and sales operations, Sheila Sandy continues to drive innovation and excellence in the life insurance sector, ensuring that Principal Financial Group remains a leader in delivering quality service to its clients.
