Excel
Kylen Ramey
Maricopa,AZ
Summary
Liaison and account manager with proven track record in leading cross-functional teams and driving project success. Skilled in strategic planning, risk management, and resource allocation. Known for adaptability, problem-solving, and fostering collaboration to achieve results. Proficient in optimizing processes and aligning initiatives with organizational objectives.
Overview
22
22
years of professional experience
Work History
Disability Claim Specialist
The Hartford
11.2017 - 02.2025
- Managed complex STD, LTD, WC claim full claim cycle from processing, ensuring timely and accurate benefit, to adjudication. Maintained 100% compliance and documentation accuracy for over 4 years.
- Collaborated with healthcare providers to obtain crucial information, leading to more accurate and faster decision-making on claims.
- Demonstrated attention to detail when reviewing medical records, enabling accurate assessment of functional limitations caused by disabilities.
- Effectively negotiated settlements for disputed claims, minimizing company exposure while maintaining client satisfaction levels.
- Increased client retention rates by building strong relationships through regular follow-ups and updates on claim status.
- Assisted in creating training materials for new staff members that led to increased understanding of company policies and procedures related to disability claims management.
Account Specialist
Henderson Insurance
10.2015 - 10.2017
- Managed client accounts through regular communication and proactive problem-solving efforts, ensured accurate policy information, and made timely updates with 99.5% accuracy rate. Client retention rate achieved 5/5 customer satisfaction score.
- Built strong relationships with clients, vendors and stakeholders for loyal, profitable accounts.
- Analyzed financial data and generated weekly reports for management covering $8M+ in assets, improving decision-making efficiency by 30%.
- Developed 240+ customized financial solutions for clients, addressing their unique needs and increasing client satisfaction scores by 32%.
- Reconciled customer accounts and identified discrepancies for further investigation.
- Prepared and submitted timely invoices, statements and payment reminders for customers.
Insurance Account Manager
Homesite Insurance
07.2012 - 09.2014
- Analyzed client needs and recommended personal lines insurance products to 180+ clients annually, achieving a 82% conversion rate and generating $2.1M in premium revenue.
- Systematically reviewed and updated client policies, processing 75+ policy modifications monthly with 99.2% accuracy rate and 24-hour turnaround time.
- Conducted policy education sessions for 60+ clients weekly, resulting in 95% client comprehension rate and 25% decrease in claims disputes.
- Built strong client relationships through regular communication, generating 40+ client referrals annually and maintaining 98% policy renewal rate
Client Service Manager
USAA General Agency
08.2003 - 06.2012
- Analyzed customer needs and recommended tailored insurance solutions, contributing to 85% client acceptance rate and $650K in new business quarterly.
- Managed 180+ client accounts monthly, ensured accurate policy information and timely updates with 99.7% accuracy rate and 24-hour update turnaround.
- Facilitated policy approvals and modifications through underwriter collaboration, resulting in $1.9M in approved coverage and 88% first-submission approval rate.
- Developed strong relationships with clients, enhancing customer satisfaction and retention rates, resulting in 25% increase in referrals for additional product lines.
- Maintained detailed records of 1,200+ client interactions monthly, ensuring 100% compliance with regulatory requirements and zero audit findings over 3 years.
- Developed training materials for new staff on insurance policies and procedures.
Education
Bachelor of Arts - Business Administration and Management
University of Texas At Tyler
Tyler, TX06.1997
Skills
- Time management
- Problem-solving
- Attention to detail
- Teamwork and collaboration
- Customer service
- Critical thinking
- Effective communication
- Adaptability
- Decision-making
- Verbal and written communication
- Microsoft office (Excel, Word)
- Medical terminology
- Documentation
- Conflict resolution
Software
Word
Oracle
Xactimate
Ultera
360Solutions
Guidewire
Power Bi
SharePoint
Timeline
Disability Claim Specialist
The Hartford
11.2017 - 02.2025
Account Specialist
Henderson Insurance
10.2015 - 10.2017
Insurance Account Manager
Homesite Insurance
07.2012 - 09.2014
Client Service Manager
USAA General Agency
08.2003 - 06.2012
Bachelor of Arts - Business Administration and Management
University of Texas At Tyler
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