Ashley Loyd
Pensacola,FL
Summary
- Detail-oriented team player with the ability to handle high caseloads with a high degree of accuracy
- Professional, personable and ready to help team achieve company goals
Overview
11
11
years of professional experience
Work History
Sr. Case Manager
Transamerica Life Insurance Company
01.2024 - Current
- Coordinate with agents to assess case status and provide superior support
- Collaborate with numerous agents on Indexed Universal Life and Term cases
- Manage high volume of incoming calls and work emails through Salesforce
- Support team members with case-related queries
Case Manager - Life Insurance
Saybrus Partners
09.2016 - 01.2024
- Provided excellent service to branches working with four Wealth Management Consultants; including the top two in the company
- Worked with insurance carriers to obtain status and send weekly updates to the branches
- Ensured timely placement by monitoring each policy that was submitted
- Proactive call-outs to the branches to strengthen relationships
- Provided leadership, guidance and support to the branches
Customer Service - Commercial Lines
Insurance Zone
08.2014 - 09.2016
- Exhibited positive energy and professionalism when dealing with clients and staff
- Participated in multiple team meetings and training sessions to stay informed about product updates and changes
- Answered customer phone calls promptly to avoid on-hold wait times
- Processed quotes for Commerical Lines Insurance
Education
Bachelor of Science - Fashion Merchandising With Minor in Business
University of North Texas
Denton, TX08-2003
Skills
- Word
- Excel
- Outlook
- Salesforce
- Case tracking and follow up
- Case documentation
- Clear communication
- Positive attitude
- Relationship building
- Conflict resolution
- Team collaboration
Timeline
Sr. Case Manager
Transamerica Life Insurance Company
01.2024 - Current
Case Manager - Life Insurance
Saybrus Partners
09.2016 - 01.2024
Customer Service - Commercial Lines
Insurance Zone
08.2014 - 09.2016
Bachelor of Science - Fashion Merchandising With Minor in Business
University of North Texas
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