James Duncan
Summary
Passionate Advocate who possess diversity while striving to impact the community and people's lives. Extensive experience in Community Relations with in depth knowledge of building brand awareness. Qualified at identifying issues and creating innovative solutions.
Overview
15
15
years of professional experience
2
2
Certification
Work History
Financial Claims Representative
John Hancock Insurance Services
04.2016 - 03.2022
- Processing client requests
- Performed life Insurance, long term care, and disability claims
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Executed policy information changes, loan verification, disbursements of dividends, policy value breakdowns
- Assisting with policy surrenders, 1035 exchanges, e-mailing and faxing documentation requests
- Provided the beneficiary with compassionate support through the claim process.
- Managed daily calls using Salesforce, avaya phone system, share point
- Built and established relationships with clientele to improve future business opportunities.
- Developed and implemented strategies to improve claim processes.
Program Coordinator
Suncoast Center For Independent Living
07.2012 - 02.2016
- Developer and Supervisor for Health and Wellness Programs
- Built and Managed the Tobacco Cessation program in collaboration with FSU College of Medicine
- Educating individuals with disabilities, mobility issues, and various health issues on safety and wellness
- Served as brand Ambassador for the Independent Living Center
- Hosted and organized large scale educational events; health fairs, social services programs, and guest speakers
- Cultivated relationships and raised financial resources, to further the organizations development
- Built and Directed first ever Peer Support program
- Created and delivered program training and education to keep participants knowledgeable about program and provide necessary skills to participate productively.
- Assisted with grant writing and fundraising efforts to secure funding and sustain program long-term.
Vocational Specialist
Integrated Resources Institute
03.2011 - 05.2012
- Assessed clients' eligibility for federal and state benefits programs
- Promoted healthy habits and practices in outreach materials and presentations
- Collaborated with local health departments and other community partners
- Secured employment for clients with local corporations and businesses
- Gave presentations and hosted educational seminars to further the mission and success of the organization
- Trained individuals on Working while collecting benefits
- SSDI, SSI, Medicare, Medicaid, Transportation, Health and Wellness.
Office Coordinator
Immunolife Wellness Clinic
04.2007 - 01.2011
- Managed all office policies and procedures
- Coordinated schedules, supervised staff, budgeting and expenses, product orders, marketing and outreach presentations
- Responsible for patient care and health plans
- Arranged travel and accommodation needs
- Hosted annual events to promote awareness and community relations
- Monitored vendor accounts and product updates to verify competitive pricing.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Education
Specialized Associates - Digital Communications And Media
Full Sail University
Winter Park, FL01.1997
Skills
- Salesforce
- Presentation Skills
- Microsoft Office
- Financial Services
- Program management
- Professional Telephone Demeanor
- Insurance Claims Review
- Loan Applications
- CRM Software
Certification
- Tobacco Treatment Specialist, 09/01/13, Present, FSU College Of Medicine
- Building An Effective Peer Support Program, Present, The Independent Living Research Utilization
Timeline
Financial Claims Representative
John Hancock Insurance Services
04.2016 - 03.2022
Program Coordinator
Suncoast Center For Independent Living
07.2012 - 02.2016
Vocational Specialist
Integrated Resources Institute
03.2011 - 05.2012
Office Coordinator
Immunolife Wellness Clinic
04.2007 - 01.2011
Specialized Associates - Digital Communications And Media
Full Sail University
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