Jonathan D.
Greater Boston,United States
Summary
Adept at driving projects to successful completion, I excelled at Sun Life by spearheading amendment operations and enhancing client experiences, showcasing my advanced problem-solving and creative project management skills. My proactive approach resulted in streamlined processes and improved system functionalities, demonstrating a solid track record of achievement and innovation.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Amendment Operations Senior Specialist
Sun Life
07.2024 - Current
- Spearheaded amendment requests from customer-facing colleagues.
- Oversaw amendment process with full accountability.
- Delivered timely proactive and reactive communication to field and internal partners, ensuring adherence to timelines.
- Ensured accuracy of collected data for amended requests.
- Evaluate and authorize risks according to established underwriting guidelines.
- Identified and managed downstream impacts of amendments on systems.
- Controlled dynamic inventory levels and met daily deadlines effortlessly.
- Responded swiftly to resolve escalations, addressing claim impacts.
Sage Intacct Consultant
Gray, Gray & Gray
Canton
11.2023 - 07.2024
- Configured essential Sage Intacct functionalities such as general ledger, accounts payable, accounts receivable, and cash management.
- Created and generated financial reports, facilitating data-driven decisions.
- Provided extensive support to guarantee successful software integration.
- Executed timeline management, maintaining adherence to scope.
- Fostered effective communication with clients, ensuring project success.
Implementation Consultant
Sun Life
07.2021 - 11.2023
- Executed timely and precise integration of new clients into Sun Life's systems and protocols.
- Implemented Maxwell Health SaaS platform.
- Ensured all sold case plans, rates, and Member details were precisely entered into the QPS system of record.
- Advised clients and brokers to determine suitable sold case materials.
- Reviewed submission materials for accuracy and completeness.
- Evaluated cases against underwriting guidelines to identify potential risk issues.
Prospect Center Specialist
Sun Life
12.2020 - 06.2021
- Collaborated with brokers and sales representatives to complete quotes and sold case requirements.
- Reviewed proposals and previous carrier documents for multiple benefits including Basic Life, Voluntary Life, Short Term Disability, Long Term Disability, and Statutory Disability.
- Collaborated with underwriting to evaluate risk and review manual rates.
- Coordinated department meetings to brainstorm continuous improvement strategies for processes and web applications.
Client Experience Specialist
Sun Life
06.2020 - 12.2020
- Handled and resolved member inquiries and requests regarding disability benefits, policies, and claims over the phone and via email.
- Reviewed client feedback to discover insights and strengthen customer experience.
- Managed high-pressure incidents effectively.
- Demonstrated aptitude in problem-solving and conflict resolution.
Education
Bachelors of Science - Accounting and Finance
UMass Boston
12.2020
Skills
- Creative Project Management
- Issue Resolution
- System Troubleshooting
- Performance Reporting
- Advanced Problem-Solving
- Documentation management
- Continuous improvement
- Proficient in JIRA
Certification
Sage Intacct Certified Implementation Consultant, Sage Intacct, Inc., 12/01/23, 02/28/25, 89837537
Timeline
Amendment Operations Senior Specialist
Sun Life
07.2024 - Current
Sage Intacct Consultant
Gray, Gray & Gray
11.2023 - 07.2024
Implementation Consultant
Sun Life
07.2021 - 11.2023
Prospect Center Specialist
Sun Life
12.2020 - 06.2021
Client Experience Specialist
Sun Life
06.2020 - 12.2020
Bachelors of Science - Accounting and Finance
UMass Boston
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