Joanna Murphrey

• Enhanced customer satisfaction with timely communication and empathetic support during the claims process.
• Collaborated with healthcare providers to obtain crucial information, leading to more accurate and faster decision-making on claims.
• Managed high caseloads effectively, ensuring all disability claims were processed promptly and accurately.
• Identified fraudulent claims by conducting detailed investigations and applying knowledge of disability guidelines and regulations.
• Conducted comprehensive evaluations to determine eligibility for benefits, ensuring compliance with company policies and government regulations.
• Participated in ongoing professional development opportunities to stay current with industry trends and best practices, enhancing personal expertise as a Disability Claims Specialist.
• Demonstrated attention to detail when reviewing medical records, enabling accurate assessment of functional limitations caused by disabilities.
• Generated, posted and attached information to claim files.
• Maintained strong knowledge of medical terminology to better understand services and procedures.
• Calculated adjustments, premiums and refunds.
• Collaborated with medical professionals to obtain accurate assessments of claimant''s disability status for informed decision making.
• Communicated verification and authorization status updates with the clinical department to facilitate decision-making for patient claims.
• Enhanced readability of medical documents by applying clear and concise language techniques.

Small Independent Agency built on leads from a local mortgage broker specializing in home and auto coverage.

• Managed internal operational standards and productivity targets
• Managed client correspondence and tracked records to foster office efficiency
• Entered data into Agency Software System, implementing tight safeguards to secure financial and personal information
• Developed strong relationships with underwriters and carriers to negotiate better coverage options for clients.
• Utilized CRM software to manage client relationships.
• Reviewed and validated details of loan applications and closing documentation
• Handled various accounting transactions with insurance premium and binders with respect to the hazard insurance portion of a mortgage loan process

• Negotiated new and renewal production goals with business development manager
• Promoted ancillary products to existing and new clients
• Calculated quotes and educated potential clients on insurance options
• Modeled exceptional customer service skills and appropriate diagnostic sales techniques
• Built client relationships
• Held benefit presentations to groups of employees from 5-50 people explaining the need for products and services
• Delivered exceptional customer service to policyholders and assisted with disability, accident, and cancer claims resolution

• Helped manage day-to-day issues for an Internal Medicine provider
• Completed appropriate claims paperwork, documentation, and system entry
• Collections
• Referred to and consulted with physicians and other healthcare providers
• Assisted in the maintenance of medical charts and/or electronic medical record (filing, Op Reports, test results, home care forms)
• Pre-certified medical and radiology procedures and surgical providers
• Organized clinical documentation, treatment plans, and referrals