AMANDA T. PATTERSON
Indianapolis,IN
Summary
Dedicated Annuities professional with 2.5 years of experience consistently exceeding company goals for quality and quantity of production. Enthusiastic and quick learner who easily adapts to new environments and procedures. Invaluable team player with excellent communication skills, attention to detail, and organizational skills. Experienced coach talented in revising, developing, and administering training materials.
Overview
3
3
years of professional experience
Work History
New Business Annuity Specialist
Group 1001
Zionsville, IN
08.2020 - Current
- Reviews, revises, and issues 20-30 new business contracts daily
- Processes financial transactions for 20-30 new business contracts daily, and manages all financial expedite requests
- Performs financial analysis and quality control review of 50 accounting deposits weekly
- Coordinates with Contact Center and Marketing team to fulfill priority agent and client requests
- Revises, creates, and implements onboarding and instructional processes for 3-5 training new hires yearly
- Educates and mentors all four administrative departments on New Business processes annually
Policy Services Representative
Group 1001
Zionsville, IN
10.2021 - 03.2022
- Established up-to-date records in administrative system and associated systems including requests for beneficiary, address, and ownership changes
- Processed 50-100 incoming annuity policy service requests daily, which may include partial and full withdrawals, 1035 exchange transactions, and contract renewals
- Researched and answered clients' complex inquiries in timely fashion
- Communicated contract statuses, accumulated values, and surrenders, and death claims processes to clients and agents
Agent Services Specialist
Group 1001
Zionsville, IN
05.2021 - 10.2021
- Performed agent background and vector checks, and maintained records of results in associated systems
- Reviewed, researched, and updated licensing, appointment, and training requirements for 20-50 agents daily
- Communicated with agents/independent marketing organizations (IMOs) regarding status of agent appointments, existing licenses, continued training, and additional outstanding documentation
Claims Examiner
Group 1001
Zionsville, IN
12.2020 - 05.2021
- Indexed 30-50 claims documents daily and generated profiles for designated beneficiaries
- Created and distributed letters and claims document packages to beneficiaries and agents
- Researched, reviewed, and approved 50-100 claims documents such as death certificates, KYC questionnaires, Power of Attorney documents, Trust documents, Estate agreements, and Corporate Resolutions
- Performed payment and settlement options of policy claims to elected beneficiaries
Education
Bachelor of Arts - Art & Art History, Studio Art, Educational Studies
DICKINSON COLLEGE
2018
Skills
- SKILLS/INTERESTS
- Training and Coaching
- Creative Problem Solving
- Recordkeeping and Data Entry
- Cross-Training
- Organizational Skills
- Customer Service
- Time Management
- Communication Skills
- Teamwork and Collaboration
Timeline
Policy Services Representative
Group 1001
10.2021 - 03.2022
Agent Services Specialist
Group 1001
05.2021 - 10.2021
Claims Examiner
Group 1001
12.2020 - 05.2021
New Business Annuity Specialist
Group 1001
08.2020 - Current
Bachelor of Arts - Art & Art History, Studio Art, Educational Studies
DICKINSON COLLEGE
Similar Profiles
Dee KirklandDee Kirkland
Mailroom Clerk / Document Services at Group 1001Mailroom Clerk / Document Services at Group 1001
Christana VaalChristana Vaal
Customer Service Coordinator at Group 1001Customer Service Coordinator at Group 1001
Latesha HardisonLatesha Hardison
Contract Administrator Representative at Group 1001Contract Administrator Representative at Group 1001
JESSICA BACKUSJESSICA BACKUS
Senior Corporate Counsel at GROUP 1001Senior Corporate Counsel at GROUP 1001
Davina RobbinsDavina Robbins
Sterile Processing Support Services at GhostRxSterile Processing Support Services at GhostRx