Summary
Overview
Work History
Education
Skills
Timeline
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ANDREA BELL

Browns Summit,North Carolina

Summary

Well-qualified, driven employee with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.

Overview

9
9
years of professional experience

Work History

Senior TermAccel TeleApp Specialist Hybrid

Lincoln Financial Group
Greensboro, NC
04.2021 - Current
  • Receiving new applications to verify all agents and client’s information prior to application
  • Speaking to agents and advising on term products, helping with online assistance to optimize all features online
  • Updating any agent information for compensation purposes
  • Answering click to chats to assist clients with completing their application
  • Reviewing and auditing paperwork to send to clients to issue policies
  • Receiving paperwork and running initial premiums for clients to place policies
  • Providing mentor assistance to co-workers when help is needed
  • Taking and resolving escalated calls for team members
  • Reviewing and assisting Case Managers with escalations, and any help with policies
  • Overseeing Case Manager designated policies to ensure all work was completed and audited correctly
  • Conduct telephone interviews with clients applying for term life insurance
  • Reviewing process with agents and case contact that may have questions
  • Scheduling interviews and managing inbound and outbound calls
  • Managing and training up to 10 new employees on term life insurance products
  • Assisting manager with policies to ensure that employees are within service level expectancy
  • Monitoring calls from new hires and giving feedback as well as answering questions
  • Obtained underwriting approval by completing application for coverage.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Collected premiums on or before effective date of coverage.
  • Collected, analyzed and validated agency commissions.

Senior TermAccel TeleApp Representative

Lincoln Financial Group
Greensboro, NC
04.2019 - 04.2021
  • Receiving new applications to verify all agents and client’s information prior to application
  • Conduct telephone interviews with clients applying for term life insurance
  • Reviewing process with agents and case contact that may have questions
  • Scheduling interviews and managing inbound and outbound calls.
  • Resolved problems, improved operations and provided exceptional service
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
  • Worked with customers to understand needs and provide excellent service

Human Resources Leaves Coordinator

Lincoln Financial Group
Greensboro, NC
06.2017 - 04.2019
  • Process PTO, short term disability, long term disability, workers compensation, FMLA, and other various leave reasons for employees that need time from work.
  • Comply with Policy and Procedures for leave of absence reasons
  • Process terminations for any employees that are not in code with leave of absence policies
  • Working with Business Partners and Employee Relation to ensure that all employees are all in compliance
  • Processed payroll for all employees bi-weekly to ensure that everyone was paid on time
  • Calculating all worked, PTO, unpaid, and short-term disability hours to make sure that all employees are not under not overpaid.
  • Returning employees back to work after leave of absences
  • Updating FMLA time for employees
  • Supporting HR Business Partners with any hiring or terminations of employees
  • Counseled managers and employees regarding company policies, procedures and workplace issues.
  • Explaining to Employees their benefits to make sure that they are using correct leaves.
  • Evaluated timecards for accuracy on regular and overtime hours.

TermAccel TeleApp Rep

Lincoln Financial Group
Greensboro, NC
03.2015 - 06.2017
  • Receiving new Teleapp applications to verify all agents and client’s information prior to application
  • Conduct telephone interviews with clients applying for term life insurance
  • Reviewing process with agents and case contact that may have questions
  • Scheduling interviews and managing inbound and outbound calls

Back End Morgage Collector

Greentree Servicing
Greensboro, NC
01.2013 - 03.2015
  • Placing outbound call to borrowers that are 30,60, and 90 days past due
  • Processing short sales and deed in lieu of foreclosures
  • Collecting past due accounts up to date.
  • Processed debtor payments and updated accounts to reflect new balance.
  • Listened to customers and negotiated solutions that met creditor and debtor needs.
  • Initiated repossession process or service disconnection upon failure of other collection methods.
  • Carried out day-day-day duties accurately and efficiently.

Education

Bachelor of Arts - Business Administration

North Carolina A & T State University
Greensboro, NC

Skills

  • Managing
  • Policies
  • Sales
  • Human resources management
  • Compliance
  • HR policies and procedures expertise
  • Customer relations
  • Payroll administration

Timeline

Senior TermAccel TeleApp Specialist Hybrid

Lincoln Financial Group
04.2021 - Current

Senior TermAccel TeleApp Representative

Lincoln Financial Group
04.2019 - 04.2021

Human Resources Leaves Coordinator

Lincoln Financial Group
06.2017 - 04.2019

TermAccel TeleApp Rep

Lincoln Financial Group
03.2015 - 06.2017

Back End Morgage Collector

Greentree Servicing
01.2013 - 03.2015

Bachelor of Arts - Business Administration

North Carolina A & T State University

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