Conner Coghill
Aurora,IN
Summary
Detail-oriented Annuity Claims Examiner with years of experience in the financial services industry. Strong command of conflict resolution combined with excellent reporting and research skills. Thorough understanding of claims process and investment products.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Claims Examiner
MassMutual Ascend
06.2023 - Current
- Research and analyze claim documentation thoroughly to determine pertinent details
- Prepare well written communication to internal and external clients
- Maintain detailed files including all claim documents and correspondence
- Collaborate with customer service representatives, legal counsel and other departments to aid in handling of claims
- Ensure claim handling is conducted in compliance with applicable statutes, regulations and other legal requirements
- Process claims according to policy provisions and state regulations.
- Enhance customer satisfaction by promptly addressing inquiries and providing accurate information on claim status.
- Participate in cross-functional team meetings to address organizational challenges related to claims management and develop solutions collaboratively.
- Managed caseloads effectively while maintaining high-quality work standards and meeting strict deadlines consistently.
Customer Relationship Advocate
Fidelity Investments
04.2021 - 05.2023
- Received inbound phone calls from external clients and provided exceptional customer service
- Placed mutual fund, equities and options trades for retirement and non-retirement customer accounts
- Escalated suspicious account activity to the fraud response team or management
- Performed monetary transactions such as EFTs and bank wires.
- Maintained strong client relationships through consistent communication and followup.
- Assisted clients with account maintenance tasks such as transfers, withdrawals, or address changes, ensuring seamless service delivery at all times.
- Facilitated ongoing client education by effectively explaining various investment products, strategies, and risks involved.
Education
B.A. Criminal Justice -
Indiana University
Bloomington, IN12.2020
Skills
- Critical thinking
- Written, verbal, interpersonal communication
- Time management
- Attention to detail
- Adaptability
- Microsoft Office Suite
- Computer proficiency
- Investment Strategies
- Trading Platforms
- Team Collaboration
Certification
- FINRA Series 7 - General Securities Representative
- FINRA Series 63
Timeline
Claims Examiner
MassMutual Ascend
06.2023 - Current
Customer Relationship Advocate
Fidelity Investments
04.2021 - 05.2023
B.A. Criminal Justice -
Indiana University
- FINRA Series 7 - General Securities Representative
- FINRA Series 63
Similar Profiles
Cameron CarlCameron Carl
New Business Specialist at MassMutual AscendNew Business Specialist at MassMutual Ascend
Jacqueline LyonsJacqueline Lyons
Master Customer Service Analyst at MassMutual AscendMaster Customer Service Analyst at MassMutual Ascend
Rachel E. ScottRachel E. Scott
Senior New Business Representative at MassMutual AscendSenior New Business Representative at MassMutual Ascend