Elizabeth Reji
Waukee,IA
Summary
New Business Specialist bringing 8 years of Insurance experience, seeking to leverage acquired Insurance Knowledge and work experience to pursue career growth
Overview
13
13
years of professional experience
1
1
Certification
Work History
Life New Business Associate II
Farm Bureau Financial Services
04.2018 - Current
- Responsible for handling new life applications, checking for accuracy/completeness, communicating with Agents to obtain accurate forms, assist other departments (Contract Change, Underwriting) make changes/update policies as required
- Correspond with agents, internal associates, and external customers via email/telephone
- Use multiple systems (AWD, NextGen, Passport, P8, FAST) to obtain info in order to submit an application
- Research, analyze and help coordinate issue resolution for application process
- Make changes as requested by agents regarding address/SSN
- Train new associates on the submit process.
- Handle rush request from agents and other departments
- Current UAT SME for submit process.
Member Care Representative II
Nationwide Insurance
07.2016 - 04.2018
- Helped members with their policies, by answering coverage/billing questions, and keying changes
- Upgrade coverages for existing customers
- Resolve customer service-related complaints and process complex customer calls, answer customer/agent policy and billing inquiries
- Advice customers/agents on underwriting eligibility and policy coverage and/or options.
Part time Intern
State Farm Insurance – Agency
12.2015 - 05.2016
- Handled return mails, cold calling, reviewed record information, filing, and scanning documents
- Acquired listening, caring and quality customer service skills
- Attained organization skills
- Updated address and contact info for policyholders.
Summer Intern- Commercial Line Underwriter/Rater
Pekin Insurance
05.2015 - 08.2015
- Worked as a summer intern during junior year, in the Commercial Line department for auditing (for small scale businesses)
- Actively involved in the auditing process for the Commercial lines department
- Helped the department to complete the audit statements and code sheet to balance the premium amount
- Used systems to calculate the rate for the premiums, also helped mail out policies to the customers
- Acquired an understanding on how to use the mainframe system and other systems to calculate the rate for the premiums
- Learned about the different coverages and their rates for the commercial lines department.
Part time Accounting Assistant
Vijay Kamatar CPA, LLC
01.2014 - 05.2014
- Assisted the main accountant with reconciling bank statements, prep and maintain financial statements for clients
- Used QuickBooks software to complete the bank reconciliation process
- Maintained bookkeeping files
- Reviewed bank statements
- Differentiated accounts from the bank statements
- Input debits and credits to quick books for reconciliation
- Compared the balances and assisted in journal entries
- Gained more knowledge and understanding of the accounting terminology and workflow.
Part time Teaching Assistant
Kumon Math and Reading
02.2012 - 07.2012
- Helped tutor 20 students (pre-school through 6th grade) in math and reading skills
- Organized, planned, and coordinated lesson plans, graded worksheets, and did data entry
- Obtained mentoring skills through helping students in their math and reading skills
- Acquired communication skills, by helping students with their Kumon homework.
Education
Bachelor of Science - Insurance- BIS
Illinois State University
Normal, IL05.2016
Skills
- Strong Work Ethics
- Friendly and good Team Player
- Customer Focused
- Attention to Detail
- Excellent Interpersonal Skills
- Ability to multi-task
- Diligent and well organized
- Proficient in Excel, Word, PowerPoint, MS-Access, and MS-Project
- Proficient in Data entry
Certification
- ALMI
Volunteer Experience
- Des Moines Homeless Shelter
- Midwest Food Bank
- Salvation Army
- Children’s Discovery Museum
- Hope Chest at Pekin IL
Student Organizations
- Toastmasters- COB Toastmasters (Illinois State University Unit)
- Gamma Iota Sigma (Business Fraternity)
- Sigma Alpha Pi (Society of Leadership and Success)
- Honors Society
Timeline
Life New Business Associate II
Farm Bureau Financial Services
04.2018 - Current
Member Care Representative II
Nationwide Insurance
07.2016 - 04.2018
Part time Intern
State Farm Insurance – Agency
12.2015 - 05.2016
Summer Intern- Commercial Line Underwriter/Rater
Pekin Insurance
05.2015 - 08.2015
Part time Accounting Assistant
Vijay Kamatar CPA, LLC
01.2014 - 05.2014
Part time Teaching Assistant
Kumon Math and Reading
02.2012 - 07.2012
- ALMI
Bachelor of Science - Insurance- BIS
Illinois State University
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