Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Timeline
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Leslie Nation

Leslie Nation

Disability Insurance Claims
Anderson,SC

Summary

Energetic and enthusiastic insurance and financial specialist. Motivated to bring favorable results in a fast-paced, deadline-driven claims environment. Brings meticulous attention to detail and outstanding written and verbal communication skills. Expertly and diplomatically balances the needs of the customer with the goals of the company while displaying a positive, can-do attitude.

Overview

1
1
Certification

Work History

Group Disability Benefits Specialist

UNUM
2023 - 2024
  • Demonstrated ability to multitask and balance goals effectively in a high-volume claims environment
  • Utilized claim evaluation techniques to adjudicate claim information in a fair and timely manner
  • Exhibited ability to efficiently analyze technical contractual knowledge and regulatory requirements to ensure appropriate satisfaction of eligibility and accurate liability assessment
  • Acquired monthly additional training to lead team as Subject Matter Expert in psychiatric claims management.

Eligibility Specialist

UNUM
2021 - 2023
  • Responsible for technical expertise required for establishing eligibility and initial file set up for family medical leaves and short-term disability claims
  • Provided a positive customer service experience through display of strong decision-making and communication abilities while interacting daily with claimants, employers and other internal business partners
  • Possessed adaptability required to deal with multiple, concurrent and rapidly changing policy/statutory provisions and work volume demands.

Client Service Specialist/Front Office Manager

Ameriprise Financial
2019 - 2021
  • Answered phones and greeted clients for multi-advisor financial practice
  • Logged mail and deposited checks into client accounts
  • Conducted pre and post meeting prep and documentation for multi-million dollar book of business
  • Prepared and sent various financial forms to clients
  • Notarized documents
  • Scheduled appointments for 300+ clients
  • Planned and organized client appreciation events and on-site workplace events
  • Maintained perfect client satisfaction record.

Long Term Disability Claims Representative

Sun Life Financial
1999 - 2002
  • Worked jointly with West Coast Sales Team to acquire regional and national accounts
  • Trained new claims and management employees on departmental processes and procedures
  • Delivered fair and timely claims adjudication
  • Served as liaison between claimant, treating physician and employer to facilitate successful return to work/productive lifestyle
  • Won 1999 5-star Service Award presented to claims employee with best overall customer-centered performance.

Group Long Term Disability Claims Representative

UnumProvident
1997 - 1999
  • Delivered fair and timely claim adjudication for large case accounts (1,000 plus lives)
  • Responsible for managing caseload encompassing approximately $16.5 million in claim reserves
  • Obtained 100% accuracy on all internal claim audits
  • Initiated claim resolutions generating annual cost savings of over $10 million
  • Delivered account presentations to large clients such as America Online, Alliance Data Systems and Rock-Tenn as part of corporate marketing initiative
  • Trained Genex medical case management staff on integrated claims system
  • Assisted in training new claims employees on departmental processes and procedures.

Group Short Term Disability Claims Representative

UnumProvident
1996 - 1997
  • Provided efficient processing and management of claims with expected duration of less than 6 months
  • Responsible for managing caseload with attached reserves of over $3 million
  • Achieved perfect score on all internal claim reviews
  • Architected workflow solutions adopted by training unit to improve organizational productivity
  • Presented claims overview and system demonstration to several major accounts including Mercedes Benz, Comerica Bank and Gallagher Bassett
  • Selected to participate in video interviews for Provident Executive Portfolio.

Administrative Assistant

UnumProvident
1995 - 1996
  • Provided administrative support for the Director of Quality Assurance and Individual Disability Claims
  • Created template for settlement agreements to be used by all Field Representatives
  • Improved workflow processes by implementing interdepartmental file tracking methodology.

Education

Bachelor of Arts in Piano Performance with Business Administration Minor -

Erskine College
Due West, SC
12.1995

High School Diploma -

Boyd Buchanan
Chattanooga, TN
12.1991

Skills

  • Fastidious attention to detail
  • Exceptional organizational skills
  • Strong interpersonal and communication skills
  • Self-driven and motivated to exceed objectives
  • Enjoys coaching and mentoring team members
  • Microsoft Office and Apple productivity suites

Certification

  • HIAA - Health Insurance Associate
  • LOMA - Associate, Customer Service (ACS) with honors
  • ICA - Completed Initial Exam

Hobbies and Interests

  • Professional church pianist/organist/accompanist
  • Traveling with family
  • Snow skiing
  • Running
  • Hiking
  • Fitness

Timeline

High School Diploma -

Boyd Buchanan

Group Disability Benefits Specialist

UNUM
2023 - 2024

Eligibility Specialist

UNUM
2021 - 2023

Client Service Specialist/Front Office Manager

Ameriprise Financial
2019 - 2021

Long Term Disability Claims Representative

Sun Life Financial
1999 - 2002

Group Long Term Disability Claims Representative

UnumProvident
1997 - 1999

Group Short Term Disability Claims Representative

UnumProvident
1996 - 1997

Administrative Assistant

UnumProvident
1995 - 1996

Bachelor of Arts in Piano Performance with Business Administration Minor -

Erskine College

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Leslie NationDisability Insurance Claims