Insurance professional accustomed to multi-tasking in a confidential and fast-paced environment, effective communicator with strong organizational skills, flexible team player, individual contributor and customer service driven.
Overview
22
22
years of professional experience
Work History
Senior Short-Term Disability Claim Specialist
UnitedHealthcare
09.2021 - 09.2023
Adjudicated STD claims and communicated claim decisions
Reviewed insurance and claims documents to verify required information and secure any missing data
Provided customer service
Determined eligibility, reviewed policies
Inbound/outbound calls to claimants, employers, physicians and internal customers
Responsible for daily multi-million-dollar trade settlement of equities, fixed income &
mutual fund trades in accordance with federal regulatory guidelines
Corporate liaison with third party brokers, banks, and internal customers relative to
trade settlement
Processed and transmitted all client and company trust funds including ach set up,
wires, transfers, and money market trades up to $15,000,000 daily limit
Reviewed and initiated mutual fund trading via Matrix interface
Reviewed pricing of portfolio assets for accuracy, price swings, stale dates
Generated reports and assisted in the reconciliation of accounts for internal and
external audits
Provided quality control oversight of employee benefit postings for accurate coding
Provided administrative support including front desk coverage, filing and remote deposit
capture
Education
B.S - Business Administration
Emmanuel, Boston, MA
Certificate
Ron Willingham’s “The Customer’ Program/Completed ‘Integrity Selling for - undefined
High School Diploma - undefined
Andover High School
Andover, MA
Timeline
Senior Short-Term Disability Claim Specialist
UnitedHealthcare
09.2021 - 09.2023
Short-Term Disability Claims Analyst
Dearborn National
12.2018 - 05.2020
Short-Term Disability Claims Analyst
Custom Disability Solutions
10.2012 - 12.2018
Operations Specialist
Acadia Trust, N.A
01.2002 - 01.2012
B.S - Business Administration
Certificate
Ron Willingham’s “The Customer’ Program/Completed ‘Integrity Selling for - undefined