Denise McMurrey
Austin,TX
Summary
Quality-driven, dependable candidate focused on proactive and resourceful approach with strong knowledge in life insurance case management. Strong communicator with passion for helping others and willingness to meet team goals.
Overview
20
20
years of professional experience
Work History
Senior Case Manager
Diversified Brokerage Services, Inc.
06.2023 - 11.2023
- Monitor new business progress, providing constant update communication, working in Agency Intergrator. On average at least 100 cases.
- Securing documents in Paperclip and maintaining positive relationships with financial advisors and their firm staff.
Senior Case Manager
Cave & Cheney
09.2022 - 09.2023
- Managed of new business applications from submission to approval in SmartOffice.
- Risk assessment throughout the case management process.
- Conduct regular follow-ups via primarily phone and or email on all outstanding underwriting requirements.
Relationship Manager
Harbor Life Settlements
05.2021 - 08.2022
- Developed and cultivated lucrative relationships with both new and existing agents through effective communication to maintain trusted relationships.
- Supported Account Executives as their liaison between Sales Development Representatives, Case Managers, and pricing analyst.
- Introduced to SaaS platform, using Salesforce and Hubspot CRM tools.
New Business Coordinator / Case Manager
Lion Street
06.2017 - 05.2021
- Responsible for onboarding new firms and their staff. Set proper expectations regarding pending case requirements, timelines, etc.
- Efficiently managed submission of life new business applications to placement. This includes advocating and negotiating with life insurance carriers on informal and formal offers.
- Utilize Paperclip document management system and Agency Integrator for case activity management, tasks and memos.
Case Manager / Service Manager
Mike Goldberg & Associates
09.2003 - 05.2017
- Interviewed, hired, trained and supervised case management team of service staff members to meet business goals in a positive environment.
- Established team priorities, maintained schedules and monitored performance.
- Receive and review new insurance applications for missing information, i.e. forms, signatures, prior to submission to the insurance carrier.
- Order and review underwriting requirements including Exams and Attending Physician Statements.
Education
High School Diploma -
Del Valle High School
Del Valle, TXSkills
- Firm Representation with high level of integrity
- Problem solving attitude with attention to details
- Multitasking and Organization
- Currently hold General Lines - Life agent license
- Relationship Building
- Teamwork and Collaboration
Timeline
Senior Case Manager
Diversified Brokerage Services, Inc.
06.2023 - 11.2023
Senior Case Manager
Cave & Cheney
09.2022 - 09.2023
Relationship Manager
Harbor Life Settlements
05.2021 - 08.2022
New Business Coordinator / Case Manager
Lion Street
06.2017 - 05.2021
Case Manager / Service Manager
Mike Goldberg & Associates
09.2003 - 05.2017
High School Diploma -
Del Valle High School
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