Hannah O'Bannon

• Improved underwriting accuracy by consistently reviewing and analyzing medical, financial, and occupational data.
• Streamlined the underwriting process for faster turnaround times through effective communication with brokers and agents.
• Delivered consistent results within designated authority levels by accurately assessing applicant insurability risks according to company guidelines.
• Balanced competing priorities in a fast-paced environment to efficiently process applications while maintaining strict adherence to strict quality control standards.
• Evaluated high-risk applicants using a combination of medical records, personal interviews, and external investigations to provide informed recommendations.
• Strengthened client relationships by providing timely and accurate feedback on individual case statuses and eligibility decisions.

• Review and evaluate life insurance applications to ensure completeness and accuracy of documentation.

• Coordinate with agents and underwriters to obtain missing information and resolve discrepancies.

• Provide timely updates to agents regarding the status of applications.

• Prepare policies for issuance and facilitate the delivery process to clients.

• Maintain thorough documentation of case activities and communications for compliance purposes.

• Assist in resolving escalated customer inquiries or complaints related to policy issuance.