Connie Heffner

As a Senior Insurance Processor I sort through audits, renewals, policies and endorsements for daily work assignments. I then process each type of document and send to brokers. I also process Underwriting Alerts as well as Audit worksheets. There is a lot of detail that goes into this work and it needs to be done accurately. Posting Notices are sent out on a daily basis to various brokers and insureds.

• Sorted mail and put in adjusters mail boxes are gave to various departments.
• Used automated mail processing equipment to sort and collate mail.
• Weighed letters and packages and calculated costs based on classification, weight and destination.
• Sent packages and letters to Fedex adhering to procedures.
• Documented boxes and packages arriving at location each day from home office in Blue Bell.
• Sorted supplemental agreements, finals and cd's and logged each in a spreadsheet on a daily basis.
• Sent faxes and emails to adjusters, underwriters and others on a daily basis.

• Set up claims from information provided on first reports sent to team and received a claim number after setting up claims.
• Worked in queues assigned each day within the team.
• Checked documentation for accuracy and validity on updated systems.
• Generated, posted and attached information to claim files.

Trained new hires as well as team members on new functions within the team.

Took phones calls regarding questions on workflow.

Did quality checks on each team member on a daily basis.

Answered questions for team members as needed .

Learned software needed for position as needed and addressed any issues with the Helpdesk and IS Departments.

Index and scanned documents throughout the day on a desk top scanner.

Reported any issues with system and scanner to Technical Assistant.

Worked on processing backload, Correspondence and policy documents accurately throughout the day.

• Inspected final products to assess compliance with quality standards and established tolerances.
• Maintained maximum organization and productivity by properly sorting project components on work tables.
• Assisted quality assurance by inspecting items and removing defective parts.
• Supported current production needs by moving items between equipment, conveyors and staging areas.