Hayley Walker
Oklahoma City,OK
Summary
Seasoned insurance specialist with excellent planning and problem solving abilities. Offering several years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.
Overview
15
15
years of professional experience
Work History
Viaticated Life Insurance Policy Administrator
Asset Servicing Group
Oklahoma City , OK
2022.06 - Current
- Processed policy specific documentation from the carriers as it relates to the life insurance policy
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients
- Corresponded with providers regarding any missing or incomplete documentation needed for successful servicing of policy
- Conducted quality control on documentation processing for junior associates
- Periodically reviewed policies for appropriate changes in policy coverage and guidelines. Ensured the data base remains up to date regarding those changes
- Precisely calculated refunds, premiums, and adjustments.
- Conducted quality control for premium reviews completed by junior associates
- Reconciled payment discrepancies between provider statements and remittance advice from payers.
- Participated in meetings with senior management teams to discuss potential changes or updates to procedures.
- Work closely with development team to create and implement system updates and process changes
- Organized information by using spreadsheets, databases or word processing applications.
- Established and maintained communication between Asset Servicing Group and clientele
- Completed invoice billing for any services preformed outside of the standard contract
- Notify/provide clientele with monthly invoice and up coming premium projections
- Prepare and gather information for independent auditors
Insured Tracking/ Death Claims
Asset Servicing Group
Oklahoma City , OK
2019.11 - 2022.06
- Utilized advanced preparatory databases and techniques to gather evidence and monitor subjects discreetly.
- Sent and processed returned contact letters from subject matters
- Tracked and reported on investigation progress to clientele, adjusting strategies as needed to address new findings.
- Tracked/monitored health reports for insures and death records
- Utilized various databases and public records to research and compile information relevant to investigations.
- Maintained strict confidentiality and discretion in handling sensitive information and investigations.
- Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations .
- Provided technical guidance and training to new staff members regarding claim processing procedures and investigation services
- Analyzed and evaluated claim forms, medical reports, bills, and other documents to ensure accuracy of data.
- Secured confidential documents in relation to life insurance claims from appropriate state/county facility
- Completed and submitted complete claim packets to carries for processing and see claim through to completion
- Corresponded with providers regarding any missing or incomplete documentation needed for successful adjudication of claims.
- Maintained accurate records of all processed claims in accordance with departmental requirements.
- Processed a high volume of incoming calls/document processing in accordance with established policies and procedures.
- Manager of support staff
- Worked closely with upper manager to reconstruct the department and processes
- Worked closely with IT development to implement system updates and processes
Underwriting Assistant for Excess Workers Compensation Insurance
Midlands Management
2014.01 - 2019.11
- Review and process submission information into system and prepare for underwriter review
- Correspond with Producers/Agents for any additional needed information, expectations on account and status updates
- Update records with any updated or additional information received after initial processing
- Pick up and file back any files in the underwriters' office not in use and pull and files set on a diary for later review
- Provisional Notice of Non-Renewal issuance
- Renewal Account processing
- Book Summaries
- Installment Invoicing
- Policy Issuance
- Certificate of Insurance Issuance
- Invoicing
- Re-Insurance Report assistance
- Issue Coverage Binders for underwriter
- Processing Additional Endorsements
- Running Requested Reports
- Requesting and processing Audits
Receptionist & Contract Processor
Keller Williams Realty-Green Meadow
2013.03 - 2013.09
- Collect daily mail and sign/receive any deliveries and disperse
- Answer phone and greet guest directing them appropriately
- Prepare fully completed contracts for audit
- Take inventory of office supplies and submit order
- Process contract and prepare documents for title companies
HelpPoint Claims Services Service Power Dispatcher
Farmers Insurance
2011.01 - 2012.12
- Make outbound phone calls to customers
- These calls are to schedule inspections, advise of any late arrival or if the adjustor is unable to make the inspection, reschedule to the next available date
- Diary calls to follow up for appointment scheduling or redirecting of the claim depending on what the customer decides
- Maintain the adjustors schedules, daily activities and inspection status
- Assist any other area that has heavy claim volume
- Update and correct the field feedback form- a form used to track claims that have been handled incorrectly
- Capacity Reports
- Power Points detailing daily duties of the Dispatch department
Circle of Dependability Center of Excellence Claims Expeditor
Farmers Insurance
2010.01 - 2011.01
- Answer phone calls from customers, repair shops, and other Farmers personal
- Initial claim triage
- Process payments for the Circle of Dependability Repair Shops
- Verify that claim has completed properly and close them out
- Work any inventory assigned to the Circle of Dependability that is aging or has had no activity
- Maintain Payment status emails for Circle of Dependability shops
- Maintain Rental Extensions from Toyota Rent a Car
Education
AINS 22: Personal Insurance
The Institutes
2010-09
AINS 21: Property And Casualty
The Institutes
2010-07
High School Diploma -
Western Heights High School
12.2008
Skills
- Data Entry
- Paperwork Processing
- Task Prioritization
- Teamwork and Collaboration
- Outstanding clerical abilities
- Professionalism
- Problem-solving abilities
- Analytical Thinking
- Policy analysis
- Claim Amount Calculations
- Insurance Claim Forms Review
- Policy Review
- Claims Processing
- Insurance Coverage Verification
- Background in insurance
- Insurance terminology
- New Policies Processing
Rewardsrecognition
- Received recognition from upper management and owners for willingness to meet business needs and quickly rising to challenges- Asset Servicing Group
- Received performance bonuses when servicing went above and beyond business standard- Asset Servicing Group
- Nominated two years for the Beyond Coverage Award- Midlands Management
- Received recognition from Field Supervisors, and field staff- Farmers, Ins.
- Received recognition from Quality Auditor for ideal customer connection and perfect scores on call evaluations.-Farmers Ins.
- Recognized by Service Dispatch department as "Be the One" -Farmers Ins.
- Received recognition from Circle of Dependability consultants.-Farmers Ins.
- Expeditor of the Month - October 2010 - Farmers Ins.
References
References available upon request.
Timeline
Viaticated Life Insurance Policy Administrator
Asset Servicing Group
2022.06 - Current
Insured Tracking/ Death Claims
Asset Servicing Group
2019.11 - 2022.06
Underwriting Assistant for Excess Workers Compensation Insurance
Midlands Management
2014.01 - 2019.11
Receptionist & Contract Processor
Keller Williams Realty-Green Meadow
2013.03 - 2013.09
HelpPoint Claims Services Service Power Dispatcher
Farmers Insurance
2011.01 - 2012.12
Circle of Dependability Center of Excellence Claims Expeditor
Farmers Insurance
2010.01 - 2011.01
AINS 22: Personal Insurance
The Institutes
AINS 21: Property And Casualty
The Institutes
High School Diploma -
Western Heights High School
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