Experienced with coordinating sales operations and supporting sales teams with administrative tasks. Utilizes CRM tools to manage customer data and improve sales processes. Knowledge of team collaboration and customer relationship management.
Overview
19
19
years of professional experience
Work History
Sales Support Specialist / Underwriting
Renaissance Life and Health
11.2019 - 05.2025
Perform premium calculations using established rate structures and rating systems, for Employee Benefits, for all size groups, groups over 149 sent to Sr UW
Work RFP’s for Dental, Vision, BL, VL, and DI.
Create Customer and Case in Quoting system.
Build relationships with, brokers and Agents.
Mark sold groups, and help verify if Agent
Served customers with knowledgeable, friendly support at every stage thru out the rating process, requesting additional information.
Ordered GEO Access reports thru Quest
Boosted sales performance by providing timely and efficient support to the sales team.
Group Insurance Specialist
Renaissance Life and Health
04.2015 - 11.2019
Process and work EDI Files and 4000 reports, from company software research system errors.
Worked with claims dept on claims that were paid, and then policy was termed,
Created Policy and Certs and Quoting
Work on Special Projects
Help out in Accounts Payable
Processed eligibility and benefits verification and authorization requests.
Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
Case Manager III / New Business
OneAmerica Financial Partners
11.2006 - 06.2014
Jet Underwriting for Whole Life, Term Life and LTC Policies that were in my guidelines
Ran illustrations, Figured NAR, ran MIBs, and inqirex. Ordered labs, MVR’s and parameds.
Built relationships with vendors, Brokers and Agents, to make sure all requirements were collected for a fast approval.
Was the Go to person for Special Projects training and ideas to help the process go smoother.
Customer Service Representative at Renaissance Life And Health Insurance CompanyCustomer Service Representative at Renaissance Life And Health Insurance Company