Denise Caccese
Euless,TX
Summary
Results-driven insurance professional with expertise in quality control, customer service, and various office functions. Proficient in managing escalated cases and handling customer information for large-scale business transactions. Demonstrated success in maintaining departmental standards and making informed work-related decisions. Dedicated to improving processes while ensuring adherence to established standards.
Overview
17
17
years of professional experience
Work History
LTC Policy Owner Service Analyst
Long Term Care Group
Irving
2019.08 - 2023.10
- Processed bank changes, pay mode changes, applied premium payments, and created refunds
- Ran quotes for different options and processed coverage changes per client request
- Processed Paid to Date Premium ledgers upon request for mailing
- Responded to email, phone calls and met daily production goals
- Created billing statements and ordered duplicate policies.
LTC Lead New Business Rep
Transamerica Life Insurance Company
Bedford
2009.03 - 2019.07
- Managed and facilitated communications with Agents, Internal Wholesalers, and Customer Service to ensure compliance with Long Term Care application policies.
- Demonstrated competence in managing various tasks within entire business unit
- Provided valuable feedback on work procedures to optimize departmental operations
- Developed and maintained strong communication channels within cross-functional teams and across diverse business units, prioritizing relationships with both internal and external stakeholders.
- Assisted in department training and quality control measures
- Successfully handle customer information for processing high-value business deals
- Ability to manage escalated cases that need special attention due to the complexity of the application or applicant's needs.
LTC Policy Service Analyst
Transamerica Life Insurance Company
Bedford
2006.05 - 2009.02
- Managed incoming customer service calls, providing policy status information, benefits details, premium status updates, and address updates.
- Facilitated the initiation of new claims by insureds and family members, while providing detailed explanations of benefits and ensuring prompt delivery of duplicate policies.
- Developed and maintained relationships with clients to ensure customer satisfaction.
Skills
- Positive and professional
- Verbal and written communication
- Customer Relations
- High-pressure environments
- Team Collaboration
- HIPAA Compliant
- Typing 50 WPM
- Adaptive team player
- Reliable & trustworthy
Education
Martin High School
Arlington, TXTimeline
LTC Policy Owner Service Analyst
Long Term Care Group
2019.08 - 2023.10
LTC Lead New Business Rep
Transamerica Life Insurance Company
2009.03 - 2019.07
LTC Policy Service Analyst
Transamerica Life Insurance Company
2006.05 - 2009.02
Martin High School
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