DANIEL TRUSZKOWSKI
Berlin,CT
Summary
Dynamic professional with a proven track record at Global Atlantic Financial Group, excelling in administrative and customer service roles. Adept at problem-solving and data analysis, I consistently enhance workflow efficiency and client satisfaction. My strong communication skills and quality control expertise drive successful project outcomes and foster team collaboration.
Overview
9
9
years of professional experience
Work History
New Business Case Manager
Global Atlantic Financial Group
Hartford, CT
04.2022 - Current
- Underwrite and review health information for annuity applicants with long-term care insurance benefits, applying company underwriting guidelines.
- Analyze medical records, health questionnaires, and third-party documentation to determine eligibility and risk classification.
- Manage the new business case workflow from application submission through the final decision, ensuring accuracy and compliance.
- Communicate with financial advisors, agents, and internal teams to resolve requirements, and facilitate timely case processing.
- Input, track, and maintain case information in underwriting and case management systems to support accurate recordkeeping.
- Ensure compliance with state, federal, and company regulations governing annuity and long-term care underwriting.
- Coordinate with external vendors to obtain the necessary health documentation.
- Prepare and maintain reporting to track case status, team productivity, and underwriting trends.
- Train and mentor new team members on underwriting procedures, case management systems, and compliance requirements.
- Contribute to process improvement initiatives by identifying workflow inefficiencies, and recommending solutions to enhance turnaround times and accuracy.
Account Manager
CHS Carpentry
New Britain, CT
11.2021 - 04.2022
- Acted as the primary point of contact between clients and service providers, ensuring seamless project completion.
- Provided quotes, estimates, and projected timelines for customer projects, anticipating and mitigating potential complications.
Computer Numerical Control Machine Operator
KAMAN Corporation
Bloomfield, CT
11.2019 - 02.2021
- Operated complex manufacturing equipment, maintained quality control standards.
- Generated daily and hourly reports of production metrics and issues, editing machine code to ensure seamless operation.
Computer Numerical Control Machine Operator
Richards Machine Tool
Newington, CT
03.2019 - 11.2019
- Set up and operated multi-axis milling and lathe machines, maintaining tolerances of +/- 0.0005.
- Inspected parts to meet customer specifications, organized workspace, and managed setup files.
Paraprofessional Educator
Raymond Hill School
New Britain, CT
08.2017 - 08.2018
- Reinforced skills and educational goals, as directed by the supervising teacher.
- Adapted to the individual personalities and learning styles of students.
- Completed daily status reports and assisted in the educational program of all students.
Shift Supervisor
Flight Trampoline Park
New Britain, CT
07.2016 - 08.2017
- Monitored training and development of new employees, screened candidates, and participated in interviews.
- I interacted with over two hundred customers daily, ensuring satisfaction and resolving issues.
- Troubleshot equipment issues, worked with vendors, and created a manual for improved store procedures.
Education
Advanced Manufacturing Machine Technology -
Tunxis Community College
Farmington, CT05.2019
Therapeutic Crisis Intervention Training -
Cornell University
10.2017
High School Diploma -
New Britain High School
New Britain, CT06-2015
Skills
- Administrative and customer service
- Effective communication
- Problem-solving
- Computer proficiency
- Data analysis
- Quality control
- Team collaboration
- Client communication
- Process improvement
- Workflow prioritization
- Quality assurance
- Proficient in Microsoft Office Suite
Timeline
New Business Case Manager
Global Atlantic Financial Group
04.2022 - Current
Account Manager
CHS Carpentry
11.2021 - 04.2022
Computer Numerical Control Machine Operator
KAMAN Corporation
11.2019 - 02.2021
Computer Numerical Control Machine Operator
Richards Machine Tool
03.2019 - 11.2019
Paraprofessional Educator
Raymond Hill School
08.2017 - 08.2018
Shift Supervisor
Flight Trampoline Park
07.2016 - 08.2017
Advanced Manufacturing Machine Technology -
Tunxis Community College
Therapeutic Crisis Intervention Training -
Cornell University
High School Diploma -
New Britain High School