Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Carolyn Keliiholokai

Summary

Dedicated Case Manager with over 20+ years of acknowledgement and extensive experience in the life insurance industry working with Brokerage General Agencies to include Home Offices. I am a highly motivated person driven and resourceful with the ability to thrive under pressure. Total commitment to delivery quality, accuracy and efficiency to meet deadlines.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Senior Case Manager

Lockton Affinity LLC
03.2022 - 09.2023

Senior Case Manager

Strategic Benefits Group
03.2017 - 03.2022

Senior Case Manager

North American National Marketing
01.2010 - 03.2017

Case Manager

New England Financial Services Insurance Agency
01.1999 - 01.2009


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Work Experience


Manage the necessary components for the new business process and manage daily workload with emphasis on time management and quality standards.

Proactively follow-up and provide communication to the advisors and the underwriters.

Request medical requirements as required.

Provide new business support to key partners. Work independently or with my co-workers managing cases by resolving issues, negotiation unfavorably underwriting offers.

I possessed a strong knowledge of processing Life, Annuity, Disability and Long term Care Insurance applications.

I have strong knowledge of multiple insurance carriers and spectrum of their products.

Timely communications assistance in gathering outstanding new business requirements and overall superior customer service. Quality-driven Senior Case Manager focused on facilitating communication between providers and improving overall service to clients. Detail-oriented and systematic professional with a proactive approach.

Education

High School Diploma -

East High School
Denver, CO

Accounting

Aurora Community College
Aurora, CO

LOMA 1

Skills

  • The ability to work independently
  • Written and Verbal Communication
  • Time and Task Management
  • Organization

Certification



  • Core
  • Agency Integrator
  • Ipipeleine
  • Outlook



Timeline

Senior Case Manager

Lockton Affinity LLC
03.2022 - 09.2023

Senior Case Manager

Strategic Benefits Group
03.2017 - 03.2022

Senior Case Manager

North American National Marketing
01.2010 - 03.2017

Case Manager

New England Financial Services Insurance Agency
01.1999 - 01.2009

High School Diploma -

East High School

Accounting

Aurora Community College

LOMA 1
Carolyn Keliiholokai