Professional Support Specialist with broad experience in delivering exceptional client assistance and resolving complex issues. Strong focus on team collaboration, adapting to changing needs, and achieving results. Skilled in troubleshooting, communication, and conflict resolution. Known for reliability, problem-solving, and being a team player.
Overview
11
11
years of professional experience
Work History
Digital Life/Annuity Support Specialist
American National Insurance Company
03.2022 - Current
Scan and code all Annuity, Life New Business and LIS electronic and physical mail to insure it goes into the correct que
Data entry
Process and code annuity/life applications by verifying the documents, Process annuity/LNB faxes, Watson, policy print, FTP’s, emails
Scan and code checks based on what the payment is for to ensure payments are complete and made in a timely manner.
Proofread doc types and policy numbers to ensure they are going into the correct file. Keep all paperwork and mail organized and dated.
Communication with team members always.
Being confidential is necessary due to dealing with social security numbers, bank accounts, check stubs, home address.
Make copies of important documents as needed. Accuracy and high diligence are necessary.
Life/Annuity Insurance Disbursement Processor
American National Insurance Company
03.2022 - 05.2023
Research and apply all premium payments and process loan disbursements
Reverse premium loans
Surrender and Partial Surrender policy pay outs, Figure cost basis on policies, Process Out trans
Research payment history, update data and billing payments