Connie Heffner
Kutztown,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Professional insurance processing expert with proven track record in ensuring accuracy and efficiency in policy administration. Known for strong analytical skills, attention to detail, and ability to manage multiple tasks under tight deadlines. Excellent team player who adapts well to changing needs and consistently delivers high-quality results. Proficient in claims processing, data entry, and policy updates, with strong focus on compliance and customer satisfaction.
Overview
27
27
years of professional experience
Work History
Senior Insurance Processor
PMA Companies
03.2022 - Current
- Work in Audit Partner processing Underwriting Alerts and Audit Worksheets.
- Processing Policies, Endorsements, Final Audits and Revised Audits on daily basis.
- Process posting notices on daily basis to be sent to Brokers and Insureds.
- Improved claim processing speed with thorough attention to detail and timely follow-ups on outstanding issues.
- Ensured seamless customer service by promptly addressing inquiries and resolving any concerns related to policy updates or claim status.
- Printing of Posting notices on daily basis.
- Checked documentation for accuracy and validity on updated systems.
- Research PMA Policies, ORUNION Policies, Cancellations & Reinstatements. Coding of Policies, Cancellations & Reinstatements in Key Master on daily basis.
- Research documents in POC Mailbox and send to MI, MN or WI Bureau. Process documents from Sequence sheets and send to MI Bureau.
Mail Clerk Processing Support Team
PMA Companies
04.2011 - 03.2022
- Coordinated mail delivery, pick-up and tracking for smooth dispatch operations.
- Labeled packages with clear, correct information to reduce mailing errors.
- Loaded letters onto processing equipment, removed non-processable letters and maintained continuous sorting feed.
- Maintained accurate records of incoming and outgoing mail for reliable reference.
- Operated postal machines, including postage meters and mail-processing machines.
- Checked parcels were securely sealed to eliminate losses.
- Weighed letters and packages and calculated costs based on classification, weight, and destination.
Loss Reporting Processor
PMA Companies
06.2010 - 04.2011
- Supported team members in their tasks, contributing to overall team success.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Collaborated with team members to streamline workflow and improve turnaround times.
- Worked in Set-Up Queue as well as Class Code Queue.
- Setting up claims on daily basis.
Technical Assistant Imaging Team
PMA Companies
01.1998 - 06.2010
- Updated supervisor on status of daily workflow and any carryover from previous day.
- Answered questions for team members on daily basis.
- Worked on quality checks for all team members on daily basis.
- Production for each team member done on weekly basis.
- Special projects completed on time.
- Answered questions from adjusters and underwriters.
- Workflow updated as needed and training completed as needed.
Education
Certificate - Accounts Receivable Management
US CAREER INSTITUTE
FORT COLLINS, CO04.2025
Associate of Science - Medical Technology
US CAREER INSTITUTE
Collins, CO07.2022
Skills
- Complex Problem-Solving
- Documentation processing
- Office equipment operation
- Skilled in Word
- Excel
- Microsoft Office
- Outlook
- Information verification
- Recordkeeping organization
- Updating Processes
- Multitasking
- Problem-solving abilities
- Attention to detail
- Excellent communication
- Reliability
- Critical thinking
- Active listening
- Decision-making
- Teamwork skills
- Computer proficiency
- Exceptional Recordkeeping Abilities
- Insurance Terminology
- Work Organizing and Prioritizing
- Data Entry Software
- Excellent Administrative Abilities
- Teamwork and collaboration
- Problem-solving
Timeline
Senior Insurance Processor
PMA Companies
03.2022 - Current
Mail Clerk Processing Support Team
PMA Companies
04.2011 - 03.2022
Loss Reporting Processor
PMA Companies
06.2010 - 04.2011
Technical Assistant Imaging Team
PMA Companies
01.1998 - 06.2010
Associate of Science - Medical Technology
US CAREER INSTITUTE
Certificate - Accounts Receivable Management
US CAREER INSTITUTE
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