Jodie Barrera
Cleveland,TX
Summary
Detail-oriented professional with over 8 years in the life insurance industry, specializing in case management, quality review, and HR/recruiting. Experienced in high-volume environments, delivering exceptional customer service. Strong communicator with proficiency in Microsoft Suite and AWD. Seeking new opportunities for growth and development.
Overview
11
11
years of professional experience
Work History
Case Manager II, New Business
COVR Financial Technologies
Remote
08.2022 - 08.2025
- Collaborate with financial advisors and proposed insureds throughout the entire new business application cycle, from data entry to policy issuance.
- Manage 100+ active insurance applications while staying compliant with contractual account obligations and privacy related regulatory requirements.
- Verify submitted documents and ensure good order status prior to submission to insurance carriers.
- Coordinate the retrieval of APS, exams, interviews, and medical records for insurance carrier review.
- Facilitated discussions on underwriting feedback with financial advisors and proposed insureds to clarify understanding and define next steps.
- Updated financial advisors weekly on clients' case status, highlighting outstanding requirements to facilitate timely progression.
- Identified improvement areas and collaborated with leadership to implement and monitor changes.
Quality Analyst II, Operations
AIG
Houston, TX
11.2014 - 08.2022
- Quality reviewed multiple new business processes, including data entry, requirements management, and issue processing as well as QR of robotics/automation.
- Delivered detailed error reports to individuals and management for targeted training and skill enhancement.
- Recorded and managed two separate databases tracking pass and fail percentages.
- Coordinated with business owners to align quality review processes with departmental requirements.
- Assisted in root cause analysis of trending errors to identify and address common issues.
- Review and respond to customer submitted company reviews and surveys.
Case Manager, New Business
AIG
Houston, TX
06.2016 - 11.2018
- Administered support to underwriters via data research and efforts in executing prompt follow-up on outstanding requirements. Investigated and managed new insurance applications from data entry to issuance.
- Coordinated logistics with multiple vendors to secure APS, labs, and exams, facilitating the underwriting process.
- Establish and build relationships with both internal, and external partners, including assigned book of business contacts.
- Identified process opportunities and collaborated with management to implement enhancements.
- Delivered exceptional customer service, conducting due diligence and leveraging resources for swift resolution of complex service-related issues.
- Exceeded and maintained expectations for high-volume case production and standards.
Recruiting Coordinator, Talent Acquisition/HR
AIG
Santa Fe, Texas
04.2014 - 01.2016
- Provide recruitment processing support to AIG recruiters and management. Cleveland, Texas Cleveland, Texas
- Effectively moved and worked with candidates through the entire hiring process with emphasis on candidate care and experience.
- Managed workflow for pre-employment assessments, background checks, offer letters, referrals, onboarding, and first day coordination to streamline hiring.
- Served as SME on field hiring processes and policies to support local hiring offices and efforts.
- Facilitated engaging new employee orientations to familiarize staff with company culture and policies.
- Distributed weekly new hire reports for management.
Education
High School Diploma -
Pearland High School
Pearland, TX05-2000
Skills
- Microsoft Office
- SAP
- AWD
- Document verification
- Case coordination
- Data entry
- Quality review
- Attention to detail
- Clear communication
- Problem resolution
- Professional etiquette
- Recruitment
- Team collaboration
- Problem-solving
- Critical thinking
Timeline
Case Manager II, New Business
COVR Financial Technologies
08.2022 - 08.2025
Case Manager, New Business
AIG
06.2016 - 11.2018
Quality Analyst II, Operations
AIG
11.2014 - 08.2022
Recruiting Coordinator, Talent Acquisition/HR
AIG
04.2014 - 01.2016
High School Diploma -
Pearland High School