Dynamic insurance administration manager with a proven track record at the American Bar Endowment. Expert in customer service and team leadership, successfully overseeing departmental operations and enhancing workflow efficiency. Skilled in budget proposal and financial processing, while adept at resolving complex insureds' inquiries and fostering strong relationships with insurance partners.
Primary Function: Overseen and managed all Insurance Administration Department operations.
Maintained thorough knowledge of the contents of the Master Contracts of Insurance Certificates and brochures (including all provisions and limitations)
Handled insureds' complaints. Responsible for contacting the insurance companies and responding to or corresponding with insureds.
Responded to incoming and initiated out going calls as needed.
Evaluated daily workflow, staffing and backlog within the department.
Review of communications materials for the Communications Departments Project Manager.
Worked with insurance companies regarding claims, applications and general inquiries.
Assisted in testing programming changes, new policy offers. Reported all finding to appropriate staff and insurance company.
Processed financial payments, cash adjustments and suspense items.
Proposed annual department budget.
Attended meetings with the American Bar Association, representing the American Bar Endowment and all of policy offerings.
Planned, coordinated and budgeted all staff events.
ACS Certified (Associate Customer Service)
AIAA Certified (Associate of Insurance Agency Administration)
LOMA (Life Office Management Association) Courses
FLMI (Fellow Life Management Institute) Programs
1. Principles of Insurance
2. Insurance Company Operations
3. Legal Aspects of Life & Health Insurance
4. Marketing Life & Health Institute
Non-FLMI Program
Foundation of Customer Services (ACS)