EXCEL AND WORD
CONNIE HEFFNER
Senior Insurance Processor
Kutztown,PA
Summary
Dedicated PMA Companies professional with history of meeting company goals, utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
29
29
years of professional experience
6
6
years of post-secondary education
Work History
Senior Insurance Processor
PMA Companies
Allentown , PA
03.2022 - Current
- Verified client information by analyzing existing evidence on file.
- Contributed to team-wide goals to improve processes and integrate additional functions into daily operations.
- Inputted and communicated notice of cancellations, non-renewals and reinstatements to maintain accurate policy records.
- Conducted data entry and recordkeeping to maintain client information.
- Modified, updated and processed existing policies.
Mail Clerk
PMA Companies
Allentown , PA
02.2011 - 03.2022
- Weighed letters and packages and calculated costs based on classification, weight and destination.
- Released registered and special delivery letters and packages to designated recipients and obtained signatures for release.
- Used automated mail processing equipment to sort and collate mail.
- Carried out day-to-day duties accurately and efficiently.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used coordination and planning skills to achieve results according to schedule.
- Resolved problems, improved operations and provided exceptional service.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Delivered services to customer locations within specific timeframes.
Loss Reporting Associate
PMA Companies
Allentown, PA
09.2010 - 02.2011
- Set up 50 claims per day
- Worked in Set-Up Queue and completed all activities daily.
- Built strong partnerships by gaining customer trust for implementation of viable loss control strategies.
- Increased customer satisfaction by resolving issues.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Technical Assistant Imaging Department
PMA Companies
Allentown , PA
04.1998 - 04.2010
- Provided technical guidance and support to team members.
- Gathered, organized and distributed technical documentation.
- Updated supervisor on status of projects.
- Provided weekly production for twenty-one team members to supervisor by Tuesday of each week.
- Trained new hires and other team members on new documentation and provided feedback to supervisor.
- Updated manuals each time change was implemented.
- Performed quality checks to identify finish discrepancies.
Imaging Operator
PMA Companies
Allentown, PA
04.1993 - 09.1998
- Routed and backloaded documents to insure accuracy.
- Scanned documents on desk top scanners and did maintenance on scanners.
Education
Associate of Science - Medical Specialties
US CAREER INSTITUTE
FORT COLLINS, CO 01.2018 - 07.2022
Associate of Science - Computer And Information Sciences
Computer Systems Institute
Allentown, PA 02.1990 - 12.1991
Skills
Reporting skills
Documentation abilities
Excellent administrative abilities
Insurance coverage verification
Understanding of medical terms
Insurance industry experience
Collaborative relationships
Proficient in Excel and Word
Decision-Making
Critical Thinking
Written Communication
Organization and Time Management
Multitasking Abilities
Self-Motivated
Great mathematical skills
Data integrity
Software
Interests
I am passionate about Veterans issues and belong to a Legion Rider Group
Timeline
Senior Insurance Processor
PMA Companies
03.2022 - Current
Associate of Science - Medical Specialties
US CAREER INSTITUTE
01.2018 - 07.2022
Mail Clerk
PMA Companies
02.2011 - 03.2022
Loss Reporting Associate
PMA Companies
09.2010 - 02.2011
Technical Assistant Imaging Department
PMA Companies
04.1998 - 04.2010
Imaging Operator
PMA Companies
04.1993 - 09.1998
Associate of Science - Computer And Information Sciences
Computer Systems Institute
02.1990 - 12.1991