Summary
Overview
Work History
Education
Skills
Summary Of Qualifications
Objective
Timeline
Generic

Elexis Thomas

Jacksonville

Summary

Client-focused insurance professional with a strong foundation in case management and customer service within the life insurance. Demonstrated expertise in analyzing policy documents, investigating client records, and resolving discrepancies using digital systems and compliance protocols. Adept at leveraging technology to optimize case resolution and drive operational efficiency

Prudential Insurance Life Insurance Case Management Specialist November 2018current o Process and manage high-volume life insurance applications from intake to final decision, applying policy interpretation and underwriting guidelines. o Conduct in-depth reviews of documentation to confirm eligibility, completeness, and regulatory compliance. o Coordinate daily workflow processes to ensure service levels, production standards, and quality requirements are consistently met o Collaborate cross-functionally with underwriters, agents, and internal stakeholders to resolve case issues and ensure timely outcomes. o Utilize digital workflow systems (e.g., Salesforce, proprietary tools) to track progress, flag discrepancies, and document decisions. o Apply data-driven judgment in identifying red flags and recommending next steps for complex cases.

Tenacious Debt Collector with background in managing both consumer and commercial accounts. Expertise lies in negotiation, resolution strategies and maintaining professional relationships. Demonstrated strengths include communication skills, empathy, and understanding of legal procedures. Have made significant impact by decreasing outstanding debts and improving cash flow for previous employers.

Overview

12
12
years of professional experience
2016
2016
years of post-secondary education

Work History

Debt Collector

NCB Management Services Inc.
Jacksonville
06.2024 - Current
  • Managed customer accounts to ensure timely collection of outstanding debts.
  • Communicated with clients through phone and written correspondence regarding payments.
  • Negotiated payment plans that accommodated client financial situations effectively.
  • Resolved client inquiries and disputes concerning their accounts professionally.
  • Processed incoming payments from customers according to established procedures.
  • Assessed customer financial situations to identify hardship cases that required special consideration or alternative repayment options.
  • Maintained detailed documentation regarding collection activities, customer conversations, and payment arrangements.
  • Identified delinquent accounts and contacted debtors to negotiate payment terms.

Life Insurance Case Management Specialist

Prudential Insurance Company
04.2021 - 01.2024
  • Process and manage high-volume life insurance applications from intake to final decision, applying policy interpretation and underwriting guidelines.
  • Conduct in-depth reviews of documentation to confirm eligibility, completeness, and regulatory compliance.
  • Coordinate daily workflow processes to ensure service levels, production standards, and quality requirements are consistently met.
  • Collaborate cross-functionally with underwriters, agents, and internal stakeholders to resolve case issues and ensure timely outcomes.
  • Utilize digital workflow systems (e.g., Salesforce, proprietary tools) to track progress, flag discrepancies, and document decisions.
  • Apply data-driven judgment in identifying red flags and recommending next steps for complex cases.
  • Developed individualized care plans in collaboration with clients and providers.
  • Monitored client progress and adjusted care plans as necessary.

Customer Service Representative

Florida Blue
Jacksonville
01.2016 - 01.2021
  • Provided timely assistance to customers regarding health insurance inquiries.
  • Utilized CRM software to track customer interactions and manage case resolutions.
  • Resolved customer complaints through effective communication and problem-solving skills.
  • Documented customer feedback to improve service quality and efficiency.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Assistant Manager

Wendys Restaurant
Jacksonville
06.2014 - 01.2016
  • Promoted from crew member to leadership roles within two years due to exceeding expectations.
  • Create schedule for crew members (12-15 team members).
  • Interview and hire crew members.
  • Train all new employees to meet standard operating procedures, demonstrating strong leadership skills.
  • Balanced cash registers and ensured proper equipment functionality, showcasing operational leadership.

Education

Englewood High School
Jacksonville, FL

Skills

  • Customer Service
  • Risk Assessment & Documentation Accuracy
  • Process Improvement
  • Organizational & follow up skills
  • Cross-Functional Communication
  • Dispute and problem solving
  • Debt collection
  • Payment processing
  • Documentation accuracy
  • Cross-functional collaboration
  • Problem solving
  • Effective communication
  • Negotiation

Summary Of Qualifications

  • Prudential Insurance, Life Insurance Case Management Specialist, 11/01/18, current, Process and manage high-volume life insurance applications from intake to final decision, applying policy interpretation and underwriting guidelines., Conduct in-depth reviews of documentation to confirm eligibility, completeness, and regulatory compliance., Coordinate daily workflow processes to ensure service levels, production standards, and quality requirements are consistently met., Collaborate cross-functionally with underwriters, agents, and internal stakeholders to resolve case issues and ensure timely outcomes., Utilize digital workflow systems (e.g., Salesforce, proprietary tools) to track progress, flag discrepancies, and document decisions., Apply data-driven judgment in identifying red flags and recommending next steps for complex cases.
  • Wells Fargo Home Mortgage, Loan Servicing Specialist, 02/01/15, 12/31/18, Investigated and resolved borrower account issues with precision and compliance to federal and state regulations., Managed time-sensitive cases involving payment discrepancies, escrow account reviews, and servicing errors., Delivered high-touch communication to customers, delivering updates, explanations, and outcomes in a clear and empathetic manner., Maintained accurate and audit-ready documentation across enterprise servicing platforms., Contributed to performance goals by meeting daily case closure metrics and quality assurance standards.
  • Burger King, Assistant Manager, 06/01/06, 12/31/15, Promoted from crew member to leadership roles within two years due to exceeding expectations., Create schedule for crew members (12-15 team members)., Interview and hire crew members., Train all new employees to meet standard operating procedures, demonstrating strong leadership skills., Balanced cash registers and ensured proper equipment functionality, showcasing operational leadership.

Objective

Client-focused insurance professional with a strong foundation in case management and customer service within the life insurance. Demonstrated expertise in analyzing policy documents, investigating client records, and resolving discrepancies using digital systems and compliance protocols. Adept at leveraging technology to optimize case resolution and drive operational efficiency., Customer Service, Risk Assessment & Documentation Accuracy, Process Improvement, Organizational & follow up skills, Cross-Functional Communication, Dispute and problem solving

Timeline

Debt Collector

NCB Management Services Inc.
06.2024 - Current

Life Insurance Case Management Specialist

Prudential Insurance Company
04.2021 - 01.2024

Customer Service Representative

Florida Blue
01.2016 - 01.2021

Assistant Manager

Wendys Restaurant
06.2014 - 01.2016

Englewood High School
Elexis Thomas