Kathy Neeson
Ponte Vedra Beach,FL
Summary
Strong individual with the ability to partner with customers to learn their needs and recommend suitable solutions. Adept at building loyal and profitable customer relationships. Committed to goal setting, planning and follow - through to achieve results. Effectively communicates skills at all levels and degrees. Performs well under pressure in meeting mid-month and month end deadlines.
Overview
18
18
years of professional experience
Work History
Cross Functional Operations Team
Allstate Benefits
11.2021 - Current
- Auditing Keeler block of business (accounts) for both Life70 and GPA
- Analyzing, researching and correcting policy discrepancies
- Resolving research requests through a variety of means by acquiring, collecting, correcting information and processing or researching internal system issues for resolution of the request or identifying from the
request that no action is necessary - Managing work queue through use of a variety of tools using SNOW and/or Outlook
- Effectively communicating with internal partners supporting the Key Broker Block
- Maintaining up to date and accurate documentation to support cross functional partners completing
similar work streams - Collaborating closely with internal business areas, field sales distribution, implementation, finance,
compliance, underwriting, new business, customer service and IT, to effectively recognize and resolve
case level policy issues and variances - Research, analyze and respond to customer requests, both verbal and written, including reallocation
of premiums and refund checks
National Billing & Account Services
Allstate Benefits
10.2016 - 11.2021
- Executed billing tasks and recorded information in company databases
- Managed several suspense accounts for month-end clearing and compliance
- Worked closely with Client Service Consultants/Account Managers for National and New York Accounts
- Researched analyzing and resolving premium payment discrepancies. Reallocated premiums to the
correct coverages to bring policies paid current - Audited policies and accounts to find solutions to reduce discrepancies and review with Client Service
Consultants - Processed policy transactions for withdrawn or declined policies, cancellations, billing mode changes and address changes
- Researched and replied to requests related to billing questions
- Processed refund checks to Policy Holders
and Accounts - Assisted AB Keeler Support team with changes and research
- Mentored and trained current staff and new hires
COE Premium Processing/Senior Associate
Allstate Benefits
02.2005 - 10.2016
- Worked directly with accounts, agents, policyholders, A/R and A/P personnel and internal Major Accounts
Managers and supervisors - Processed all General Accounting transactions
- Reconciled invoices for Electronic Billing Department
- Imported and exported various excel spreadsheets, text files, FTP files and PDF documentation into
billing system - Built relationships with accounts, agents and Third-Party Administrators for documentation needed to process payments
- Followed-up on discrepancies to assist business partners in customer inquiry investigations
- Trained new incumbents or temporary staff on procedures and guidelines to transfer knowledge and maintain process consistency
- Identified and recommended changes to existing processes and procedures to improve client satisfaction
- Keyed Journal Vouchers for transfers for ACH’s and wires
Education
High School Diploma -
Penn Hills High School
Penn Hills, Pennsylvania 06.1984
Skills
- Cultivating Productive Relationships
- Financial Statement Review
- Accuracy and Efficiency in Documentation
- Completion of 5 Star Customer Service Workshop
- Completion of SALU/SALD training
- Microsoft Windows, Word, Excel, Outlook Email, AWD, Mainframe-Life 70, BenSel, Benefit Pipeline, Genelco HBMS CMS
- Member of AWIN-Allstate Women’s “I” Network
- RCPS (Root Cause Problem Solving) Participant
- EMPOWER participant
Timeline
Cross Functional Operations Team
Allstate Benefits
11.2021 - Current
National Billing & Account Services
Allstate Benefits
10.2016 - 11.2021
COE Premium Processing/Senior Associate
Allstate Benefits
02.2005 - 10.2016
High School Diploma -
Penn Hills High School
Similar Profiles
Lauren HummelLauren Hummel
Sr. Implementation Specialist at Allstate BenefitsSr. Implementation Specialist at Allstate Benefits
Michele HamiltonMichele Hamilton
Director, Field Sales at Allstate BenefitsDirector, Field Sales at Allstate Benefits
Sara BowlesSara Bowles
Pre-Sale Consultant/ Pre-Sale Consultant 2 at Allstate BenefitsPre-Sale Consultant/ Pre-Sale Consultant 2 at Allstate Benefits
Sheila CablerSheila Cabler
Senior Management West & Central Territories at Allstate BenefitsSenior Management West & Central Territories at Allstate Benefits
Anneliese TaylorAnneliese Taylor
Field Representative at Nielsen CompanyField Representative at Nielsen Company