Experienced leader with strong background in guiding teams, managing complex projects, and achieving objectives combined with over 25 years customer service experience. Known for strong problem-solving abilities, willingness to learn, and excellent communication skills.
Overview
15
15
years of professional experience
Work History
Senior Life Insurance Claims Examiner
SECURIAN FINANCIAL
04.2012 - Current
Initiated and verified coverage for new death claims, dismemberment claims, accelerated benefit and waiver of premium claims
Investigated, reviewed and paid complex life insurance claims up to 1 million dollars
Examined M.E., police, toxicology and EMS reports to determine eligibility for accidental death benefit
Interpreted policy provisions, endorsements, and exclusions to accurately determine coverage for claims.
Handled sensitive information with discretion, ensuring confidentiality of personal and financial details for claimants throughout the claims examination process.
Reviewed evidence of insurability documentation for medical underwriting
Performed investigative duties to seek out lost beneficiaries
Experienced in coverage continuation through portability and conversion
Office manager duties including scheduling and executing teams meetings, ordering supplies, traveling for open enrollment and processing daily mail.
Familiar with Salesforce, Microsoft Word, Office, Excel and PowerPoint
Retention Supervisor
CAPELOUTO TERMITE AND PEST CONTROL
09.2009 - 04.2012
Managed team of five employees to insure all retention calls were being made in a timely manner.
Responsible for the retention of approximately 3.5 million dollars of annual termite contracts.
Quality call control and daily monitoring of employee calls
Maintained performance guarantees with an extremely high inbound/outbound call volume environment
Enhanced team productivity through regular training sessions, coaching, and performance evaluations.
Promoted a positive work environment, fostering collaboration and open communication between team members
Performed all new hire training.
Executed the marketing/design of termite renewal fliers and mail outs
Optimized scheduling for all pest and termite service control calls
Considered the "closer" in all inbound retention calls.
Maintained a positive work environment with 100% customer service standard.
Education
Bachelor of Science - Interdisciplinary Studies -
University of Central Florida
References
Securian Financial, Kristin Lay, (651) 665-3500
Capelouto Termite & Pest Control, Cayce Crooms, (850) 273-5647
Engineering Consulting Director – Technology Operational Excellence at Securian FinancialEngineering Consulting Director – Technology Operational Excellence at Securian Financial