Lindsay Bowman
Brandon,MS
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Non-Premium Billing Consultant
Sun Life
01.2023 - Current
- Work within Salesforce to provide requirements for reinstatement on lapsed policies
- Partnered with several team to move Reinstatements from Outlook emails to Salesforce
- Processes all Non-Premium Billing CIRT task for escalated issues
- Completes the Netting of Commission spreadsheet twice per month
- Reviews port/convert exception requests to determine if the policyholder is eligible for an extension to apply for coverage
- Assists with Sun Advisor billing for MOD4 and FICA policies
- Assists with Maxwell Health Invoicing questions
- Provides NY, NJ, HI, CO and MA with all Statutory Cancellation documentation when a policy in that state terminates coverage
Broker Resources Analyst
APL (American Public Life)
04.2013 - 01.2023
- Processed Request for Proposals (RFP), daily, for multiple lines of group and individual insurance products
- Currently assist groups ranging in size from 5 - 1000+
- Support HR operations with knowledgeable technical troubleshooting and support
- Worked with business partners and HR team members to identify and implement enhancements
- Thoroughly explained our insurance products to groups, brokers and insureds
- Provide all materials necessary for new group on boarding and processing
- Worked with multiple departments to insure all required material was submitted and processed
- Processed renewals that are submitted by brokers and groups
- Assisted brokers, groups and individuals in submitted policy changes and claims
- Organize daily emails received by priority and keep and running log of unresolved issues received
- Processed new agent appointments
- Send requested reports to our brokers and groups
- Assist brokers and agents in reconciling any discrepancies before submitting any paperwork to the appropriate departments
Customer Service Representative
Primos Hunting Calls
Flora, MS
08.2009 - 04.2013
- Assisted customers with the return process on defective items
- Keyed all returns and sent Return Authorization numbers to our customers and the shipping department
- Ensured all returns were handled in a timely manner and replacements were mailed back to the customer
- Troubleshooting issues with products over the phone and email with customers
Tech Support Specialist
APL (American Public Life)
- Maintained compliance with established and updated policies and procedures with minimal supervision
- Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes
- Tested claims payments in PAS and reported any issues to IT
- Created process improvement documents to ensure timely claim payments
- Tested new functionality in the Online Service Center
- Received inbound phone calls from customers to provide first-level support and remotely troubleshoot issues with service, equipment or customer accounts
- Supported customers with online billing, access and account issues
- Demonstrated advanced product knowledge to solve customer issues
- Documented repair processes and helped streamline procedures for future technical support actions
- Worked with supervisors via live chat to address customer inquiries or technical issues beyond scope of expertise
Compliance Admin Associate
APL (American Public Life)
- Received DOI approvals and worked with all departments on completing any necessary requirements
- Created a SharePoint workflow for any DOI announcements received, so the appropriate departments were notified
- Set monthly meeting with department heads to check the status of outstanding DOI items that need completion
- Assisted department heads on the completion of tasks related to DOI approvals
- Maintained list of DOI complaints to ensure compliance with government standards
- Backed up our New Business department in onboarding new groups
- Scrubbed group and individual applications before submitting for processing
- Ensured any newly approved products were set up in the system correctly and that the policy printed accurately
Education
MS - Business Administration
Holmes Community College
Ridgeland, MS05.2008
Skills
- Report Preparation
- Networking and Partnership Development
- Decision Making
- Policy and Procedure Writing
- Policy Interpretation
- Procedure Compliance
- Contract Negotiation
- Project Management
- Complaint Handling
- Database Maintenance
- Documentation and Recordkeeping
- Microsoft Office
- Analytical and Critical Thinking
- Invoice processing
- Payment processing
Affiliations
Phi Theta Kappa Honor Society
Certification
Health, Accident and Life Insurance License, 2020
Timeline
Non-Premium Billing Consultant
Sun Life
01.2023 - Current
Broker Resources Analyst
APL (American Public Life)
04.2013 - 01.2023
Customer Service Representative
Primos Hunting Calls
08.2009 - 04.2013
Tech Support Specialist
APL (American Public Life)
Compliance Admin Associate
APL (American Public Life)
MS - Business Administration
Holmes Community College
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