Detail-oriented Insurance Operations Professional with 10+ years of insurance experience supporting life and health insurance operations. Skilled in policy administration, documentation review, records management, account research, regulatory compliance, HIPAA compliance, and supporting complex insurance operations while maintaining exceptional accuracy and quality in a remote environment.
Work History
Life Insurance Specialist
2 Years 4 Months
Sammons Financial Group | 04.2024 - Current
Supported life insurance policy administration and ensured regulatory compliance by maintaining accurate records and adhering to guidelines.
Reviewed and validated documentation to ensure accuracy and completeness prior to claim processing.
Researched policy records and collaborated with underwriting and new business teams to resolve complex account discrepancies and policy servicing issues.
Maintain accurate electronic records while exceeding quality standards.
Trained new team members on policy procedures and software systems for streamlined operations.
Health Insurance Specialist
3 Years 4 Months
Get Insured | 11.2020 - 03.2024
Researched policy information and resolved account issues.
Collaborated with internal departments on policy servicing.
Maintained HIPAA and regulatory compliance.
Evaluated life insurance coverage needs.
Analyzed client needs to recommend appropriate life insurance products.
Educated clients on policy features, benefits, and claims processes to enhance understanding and satisfaction.
Loan Specialist
7 Months
Cash Factory USA | 10.2019 - 05.2020
Analyzed loan applications to ensure compliance with company policies and regulatory requirements.
Developed tailored financing solutions to meet diverse client needs and improve customer satisfaction.
Reviewed credit histories and financial documentation to assess borrower eligibility and risk levels.
Auto Insurance Specialist
2 Years 7 Months
Sitel | 02.2017 - 09.2019
Facilitated claims processing by reviewing documentation and ensuring compliance with industry regulations.
Managed client inquiries, providing accurate information on policy details and coverage options.