Katherine J. O’Hara

• Pro-actively manage New Business cases for field offices
• Trouble shoot problem cases and resolve issues for field offices
• Building relationships with the field / Customer Relations
• Making calls to the field to review issues on cases to help get them resolved.
• Educate/Train field on our Website / Webpage Navigation for them to view cases, get policy data and access case data
• DocFast-
• Review cases for IGO status, handle exception requests within compliance guidelines
• Investigate and trouble shoot problem /resolve issues Escalate issues if needed
• Navigate several internal programs to keep case on track/escalate cases to work areas as needed
• Review data in systems for accuracy
• Case Relationship manager- quarterly calls with BGA’s on track for goals, business etc.
• BI-Weekly Call with RVP & Internal Wholesaler on sales goals and large cases.
• Generated internal reports
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Communicate with Underwriting on cases, ways to improve offer if possible

• Administration, Customer Service
• Worked with agents and customers to develop accurate applications for policy implementation
• Customer Service and Agent Support, Client Relations, Verify producer contracting and licensing
• Nurture Relationships with BGA’s and their staff
• Expedited delayed New Business Life Insurance applications for first time agents
• Determined missing medical information on case and improved offer for coverage to satisfaction of customer
• Assisted customer with information outside area of specialty, solving problems
• Responsible for scrubbing life insurance applications, making sure they are in good order
• Obtain missing and needed information for Life insurance applications/complete applications
• Follow applications through underwriting to policy issue
• Order & Coordinate Insurance Exams, Attending Physician Statements and other Underwriting
• Requirements for all submitted cases
• Prepare weekly reports
• Act as a Liaison with the Underwriting Departments to negotiate better offers for our Producers’ clients

• Installed program to correct faulty door-swipe program
• Scheduled and organized Managing Director using Lotus notes software
• Arranged and coordinated agency kick-off, off-site agency and management meetings
• Go to for Year End push -Trouble shoot Annuity and New Business Life Ins
• Customer Relations, Case Management
• Coordinated travel arrangements by booking airfare, hotel and ground transportation.

Identified and resolved client issues while assisted with sales. Arranged and handled client meetings and travel Arrangement for sales agents. Ensured policy compliance and pre-pared follow up letters. Life New Business and Annuity Case management

Supervised 2 Office assistants

Responsible for al aspects of office operations for two top Producers Under the DBA.

Life Insurance Case Manager