Jana Wanty
Milwaukee
Summary
Experienced with analyzing disability claims to ensure compliance and accuracy. Utilizes critical thinking skills to evaluate complex cases and deliver fair resolutions. Knowledge of industry regulations and effective communication enhances decision-making and client trust.
Overview
8
8
years of professional experience
Work History
Disability Claim Analyst
Principal Financial Group
07.2023 - Current
- Collaborated with medical professionals to accurately assess claimant disabilities and determine eligibility for benefits.
- Applied fundamental liability concepts, practices and procedures of state or federal laws and requirements.
- Examined claims forms and other records to determine insurance coverage.
- Conducted day-to-day administrative tasks to maintain information files and process paperwork.
- Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
- Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
- Analyzed information gathered by investigation and reported findings and recommendations.
- Reviewed questionable claims by conducting agent and claimant interviews to correct omissions and errors.
- Maintained contact with claimants and attorneys to determine treatment status.
- Documented information gathered in field and uploaded data to company database for efficient processing using Fineos.
- Implemented effective follow-up strategies to monitor claimant progress and adapt benefit plans as needed based on changing circumstances.
- Ensured timely claim resolution by prioritizing tasks and maintaining organization in a high-volume environment.
- Maintained compliance with industry regulations by staying current on policy updates and implementing necessary changes.
- Optimized customer satisfaction through prompt, empathetic, and professional communication during the claims process.
- Safeguarded sensitive client information by following strict confidentiality guidelines and data security measures at all times during the claims process.
- Identified and forwarded claims to specialized internal and external resources in areas such as medical review, investigations, tender of claim, claim subrogation or physical damage experts.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Paid attention to detail while completing assignments.
- Learned and adapted quickly to new technology and software applications.
Disability Claims Specialist
Northwestern Mutual
05.2021 - 04.2023
- Managed high caseloads effectively, ensuring all disability claims were processed promptly and accurately.
- Provided exceptional service to clients through prompt response times, clear explanations of policy terms, and compassionate support throughout the claims process.
- Enhanced customer satisfaction with timely communication and empathetic support during the claims process.
- Demonstrated attention to detail when reviewing medical records, enabling accurate assessment of functional limitations caused by disabilities.
- Posted payments to accounts and maintained records.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Verified client information by analyzing existing evidence on file.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
Long Term Care Customer Service Analyst
Northwestern Mutual
04.2017 - 05.2021
- Achieved high customer retention rates with exceptional communication skills and a deep understanding of client needs.
- Managed escalated customer complaints to successful resolution, ensuring satisfaction and continued loyalty.
- Increased first-call resolution rates by creating an extensive knowledge base for quick reference during interactions with customers.
- Demonstrated flexibility in handling varying workloads by adapting quickly under changing circumstances while maintaining focus on results.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Met customer call guidelines for service levels, handle time and productivity.
- Implemented and developed customer service training processes.
- Trained staff on operating procedures and company services.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Answered constant flow of customer calls with minimal wait times.
- Delivered prompt service to prioritize customer needs.
- Trained new personnel regarding company operations, policies and services.
Education
Business Administration
Nicolet Area Technical College
Rhinelander, WIHigh School Diploma -
Rhinelander High School
Rhinelander, WI03-1999
Skills
- Customer service focus
- Critical thinking
- Professionalism and integrity
- Decision-making
- Teamwork orientation
- Continuous learning commitment
- Strong analytical skills
- Medical terminology expertise
- Case management experience
- Claims evaluation proficiency
- Customer service
- Insurance policy knowledge
- Attention to detail
- Multitasking
- Reliability
- Customer service and support
Timeline
Disability Claim Analyst
Principal Financial Group
07.2023 - Current
Disability Claims Specialist
Northwestern Mutual
05.2021 - 04.2023
Long Term Care Customer Service Analyst
Northwestern Mutual
04.2017 - 05.2021
Business Administration
Nicolet Area Technical College
High School Diploma -
Rhinelander High School
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