Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Elizabeth Sierra

Menomonee Falls

Summary

Results-driven professional with extensive experience at Northwestern Mutual in disability insurance underwriting and application processing. Expert in case analysis and regulatory compliance, demonstrating strong communication and problem-solving skills. Proven ability to enhance efficiency and maintain confidentiality while advocating for clients' needs. Committed to delivering accurate and timely assessments in high-pressure environments.

Overview

9
9
years of professional experience

Work History

Disability Insurance Underwriting

Northwestern Mutual
Franklin
03.2019 - 08.2025
  • Communicated decisions on approval or denial of claims with customers in a professional manner.
  • Compiled data from various sources including medical records, employment history, and personal statements into case files.
  • Assessed financial need requirements when determining eligibility for benefit payments.
  • Identified discrepancies in applications and other documents related to disability insurance claims.
  • Analyzed complex cases involving multiple issues such as Social Security Disability Insurance and Long Term Disability.
  • Researched, analyzed, and interpreted medical records to determine eligibility for benefits.
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
  • Proofread documents carefully to check accuracy and completeness of all paperwork.
  • Maintained positive working relationship with fellow staff and management.

Application Input Processor

Northwestern Mutual
Franklin
02.2017 - 03.2019
  • Identified areas where processes can be improved upon to increase efficiency and productivity.
  • Reviewed documentation from third parties to ensure accuracy before submitting them to underwriters.
  • Maintained strong relationships with internal departments such as underwriting and funding teams.
  • Ensured proper security measures were taken when handling sensitive customer data.
  • Ensured compliance with all applicable regulations, laws, and guidelines.
  • Collaborated with underwriters and loan officers to resolve application issues.
  • Assisted in the development and implementation of processing procedures to improve efficiency.
  • Entered data from applications into processing software, maintaining high data integrity.

Office Manager

Integra Physical Therapy and Personal Training
Fox Point
05.2016 - 02.2017
  • Maintained filing system for records, correspondence and other documents.
  • Responded to customer inquiries via phone or email in a professional manner.
  • Maintained confidential records relating to personnel matters.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Monitored inventory levels and placed orders when needed.
  • Handled scheduling and managed timely and effective allocation of resources and calendars.

Education

Some College (No Degree) -

Milwaukee Area Technical College
Milwaukee, WI

Skills

  • Case analysis
  • Eligibility assessment
  • Documentation management
  • Data interpretation
  • Regulatory compliance
  • Time management capabilities
  • Strong communication
  • Application assessment
  • Multitasking ability
  • Analytical skills
  • Financial analysis
  • Telephone etiquette
  • Confidentiality practices
  • Risk assessment
  • Problem solving
  • Attention to detail
  • Customer advocacy

Affiliations

  • Years of experience as a preschool, recreational, and team gymnastics coach with past history of assisting team manager. Was a coach from 2007-2016. Took a break and returned 2022-2024.

Timeline

Disability Insurance Underwriting

Northwestern Mutual
03.2019 - 08.2025

Application Input Processor

Northwestern Mutual
02.2017 - 03.2019

Office Manager

Integra Physical Therapy and Personal Training
05.2016 - 02.2017

Some College (No Degree) -

Milwaukee Area Technical College

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