Premium Insurance Processor /Life Claims Assistant Transamerica Life Insurance Company
Plano, USA
06.2017 - Current
Process life insurance loans and escalate customer requests for a particular book of business.
Process manual calculation sheets for some products, and manual check requests.
Ensuring all proper documentation is in place, such as POA-signed requests.
Research issues with checks before reissuing to the customer.
Multi-task in a high-volume environment daily.
Maintain excellent internal and external communication with TPAs, banks, and customers via email daily.
Maintain a working knowledge of administration systems and processes.
took inbound calls, answering customer questions regarding insurance policies.
Trained and coached new employees.
I listened to and scored calls, and gave feedback as necessary.
First contact for death claims gathered the necessary information for the claim examiners.
Follow up with calls or emails for any lacking claim information?
Process cancellations/escalated.
Process death and member cancellations.
Developed strategies for improving customer satisfaction by providing excellent service.
Reconciled discrepancies between system records and paper files.
Collected payments, processed receipts and informed policyholders of outstanding balances.
Assisted in training new employees on company policies and procedures.
Investigated complex claim issues involving multiple parties or jurisdictions.
Precisely calculated refunds, premiums, and adjustments.
Entered data into computer systems accurately and efficiently to update records.
Ensured all documentation was complete, accurate, and compliant with applicable laws.
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