Dean Bickford
Eden,NC
Summary
Dedicated Insurance professional with a 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. Customer-focused professional with successful 23-year career in Insurance sector. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
New Business Case Manager
Lincoln Financial Group
12.2007 - 09.2023
- Provide assistance to financial advisors/agents in completing life insurance applications
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Manage cases from initial set up to placement. Adhere to state regulations.
- Work with underwriters on medical requirements. Established relationships with Medical Vendors
- Worked with underwriters to establish Best Practices for the team. Serve on New Business Council to help improve processes
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Passionate about learning and committed to continual improvement.
New Business Associate / JET Underwriter
Berkshire Life Insurance / Guardian
12.2000 - 12.2007
- Initial set up of disability applications while adhering to state regulations
- Provided excellent customer service to agents and agency customers
- Financially Underwrite disability applications
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Amendment system coordinator working on project upgrades
- Lead contact for mainframe issues that reject policies; worked with IT to troubleshoot problems
Project Specialist, MIS Dept
Berkshire Bank
01.1999 - 01.2000
- Coordinated planning, scheduling and successful execution of multiple projects.
- Paid Internship working directly with Senior Management
- Wrote Policies & Procedures for acquisition, use and security of computer systems
- Y2K project coordinator; developed plan outlines for year end procedures
- Developed Relationships with banks 130 vendors and worked with them to adhere to Y2K requirements
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Education
No Degree - Business
Berkshire Community College
Pittsfield, MAInsurance
LOMA
Skills
- Client Relationships
- Underwriting Processes
- Screening Processes
- Data Logging
- Case Documentation
- Customer Inquiries
- Plan Projects
- Case Management
- Employee Coaching and Mentoring
- Productivity Standards
Accomplishments
- Achieved $30,000 savings to company by completing an Indexing project with accuracy and efficiency.
- Collaborated with team of 8 in the development of Best Practices for the team.
- Saved a four million dollar account from leaving by providing them excellent customer service and produced quality work for them.
Certification
LOMA Associate Customer Service Certification (ACS)
LOMA Associate, Life Management Institute (ALMI)
Academy of Life Underwriting 101
Timeline
New Business Case Manager
Lincoln Financial Group
12.2007 - 09.2023
New Business Associate / JET Underwriter
Berkshire Life Insurance / Guardian
12.2000 - 12.2007
Project Specialist, MIS Dept
Berkshire Bank
01.1999 - 01.2000
No Degree - Business
Berkshire Community College
Insurance
LOMA