Laurquashe Lewis
Texas City
Summary
Analytical and detail-oriented financial services professional with years of experience in annuity disbursements, defined benefit processing, and retirement plan calculations. Currently pursuing a Bachelor of Science in Computer Science to bridge financial expertise with technical problem-solving. Proven ability to deliver accurate, compliant, and timely results while maintaining exceptional data integrity and strategic thinking in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Annuity Disbursement Specialist
American National Insurance
Galveston
01.2024 - Current
- Execute complex retirement disbursements ensuring 100% tax compliance and accuracy.
- Utilize strategic thinking to analyze participant data and deliver clear solutions for annuity inquiries.
- Optimize internal disbursement workflows to ensure timely and compliant results.
Life/Annuity Claim Specialist
American National Insurance
Galveston
06.2023 - 01.2024
- Managed end-to-end processing of complex claims through rigorous verification of participant documentation.
- Applied problem solving to deliver accurate financial payout calculations while maintaining regulatory adherence.
Sr. Account Specialist
American National Insurance
Galveston
05.2022 - 06.2023
- Managed high-volume financial transactions, including ACH credits and debits, with extreme precision.
- Resolved account discrepancies efficiently, utilizing information literacy to improve process accuracy.
Correspondence Specialist
American National Insurance
Galveston
11.2021 - 05.2023
- Handled escalated participant inquiries with professional rhetorical awareness and precision.
- Updated participant data for annuities, rollovers, and transfers with strict adherence to guidelines.
Assistant Manager
Citi Trends
Texas City
07.2020 - 11.2021
- Oversaw daily store operations and applied decision making to train staff and improve customer efficiency.
Retail Banker II
Woodforest National Bank
La Marque
08.2018 - 07.2020
- Assisted clients with account services while balancing daily cash operations with 100% accuracy.
Education
Bachelor of Science - Computer Science
University of Phoenix
Skills
- Defined Benefit Processing
- Benefit Calculations
- Tax Compliance (IRS)
- Data Integrity
- Financial Transactions
- Problem Solving
- Strategic Thinking
- Decision Making
- Information Literacy
- Clear Communication
- Microsoft Office Suite
- Retail Banking Systems
- Python
- Java
Projects
- Financial Data Parser (Python), Engineered a script to automate the organization of participant data for annuities and rollovers, applying information literacy to ensure data integrity.
- Automated Payout Calculator (Java), Developed a logic-based application for complex benefit calculations, utilizing strategic thinking to flag disbursement discrepancies.
Timeline
Annuity Disbursement Specialist
American National Insurance
01.2024 - Current
Life/Annuity Claim Specialist
American National Insurance
06.2023 - 01.2024
Sr. Account Specialist
American National Insurance
05.2022 - 06.2023
Correspondence Specialist
American National Insurance
11.2021 - 05.2023
Assistant Manager
Citi Trends
07.2020 - 11.2021
Retail Banker II
Woodforest National Bank
08.2018 - 07.2020
Bachelor of Science - Computer Science
University of Phoenix