Lindsay Woodson
Columbus
Summary
Analytical and detail-oriented with a proven record for producing quality work within a timeline. Fast learner with excellent negotiation and problem-solving skills. Experience with timeline management with the ability to manage multiple projects at once. Understanding of Aflac Traditional and Aflac Group Products, operational policies and processes. Ability to meet business deadlines while working in a high-pressure environment. Exercises independent judgment, decision-making abilities and a high level of confidentiality management skills with the ability to effectively cope with change.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Sales Reporting Analyst II
Aflac
08.2021 - Current
- Manage Broker Sales Assignments by maintaining activity tracker
- Primary point of contact responsible for the dash dash report.
- Continual refinement of existing processes and creation of new processes necessitated by design changes
- Supported the team objectives by ensuring that the consultant responsible for quota management was included when appropriate.
- Collaborated with cross-functional teams to streamline reporting processes and enhance data accuracy.
- Ensured compliance with company standards while maintaining data integrity across reports.
- Collaborated with Actuarial, National Sales Team, Quota Team, and Sales Reporting to ensure alignment on communication, correction of AP/Quota due to assignment changes, and enhancements to reporting to better ensure sales growth.
Claims Compliance Coordinator II
Aflac
09.2020 - 08.2021
- Coordinated compliance audits to ensure adherence to regulatory standards and internal policies.
- Provides audit information to management by researching and analyzing data, preparing reports.
- Supports departments by collecting and coordinating internal compliance data with auditors and various departments.
- Serves as a liaison between the claims department and third-party administrator for needed investigation materials.
- Identifies claim types/additional claim exposure when an incident occurs
- Audit and monitor data, systems, and processes for compliance to policies and laws.
Client Manager
Aflac
08.2018 - 09.2020
- Managed client relationships, ensuring high levels of satisfaction and retention.
- Monitors account health, drives implementation and built relationships for assigned book of business for accounts over $500,000 in AP.
- Conducts conference calls on a regular basis with internal and external clients to answer questions, resolve issues, drive implementation and manage post sale service activities. Strong logical and interpretive skills with knowledge of Aflac Traditional and Aflac Group business operations and business modeling concepts
- Partners with internal business units address any client questions or issues related to technology, account enrollment, claims and billing. Acts as a liaison with our business partners requiring expertise on a technical and administrative level, handling complicated and complex service issues.
- Provides dedicated support for assigned accounts with precise, timely and delivery of account reporting, post-enrollment debriefing, enrollment solutions, audits and resources concerning administrative support of the account
- Partners with integration team to coordinate the implementation of technology to facilitate data exchange. Coordinates with internal business units to address any client concerns related to technology, enrollment, claims or billing. Effective partners with New Business to assist with pending applications
- Designated as Everwell Champion for Client Management
Account Implementation Coordinator
Aflac
08.2015 - 08.2018
- Coordinates enrollment activities with career associates, brokers, clients, enrollment firms and BSP to gather enrollment requirements; acts as a liaison coordinating activities with various internal departments and external clients to ensure effective and efficient implementation and administrative setup of payroll accounts
- Ensures requirements for initial account setup and re-enrollment activities are met; works with clients to establish rapport; maintains constant communication to ensure proper management of enrollment for accounts; Creates reports to support quality reviews and provide to management
- Conducts conference calls on a regular basis with internal and external clients to answer questions, resolve issues, drive implementation and manage post sale service activities. Strong analytical and interpretive skills with knowledge of Aflac/Aflac Group business operations and business modeling concepts
- Provides committed support for assigned accounts with precise, timely and apparent delivery of account reporting, audits, written records and resources concerning administrative support of the account
- Partners with EEI/Integration team to coordinate the application of technology to facilitate data exchange. Coordinates with internal business units to address any client concerns related to technology, enrollment, claims or billing. Effective partners with New Business to assist with pending applications
- Experience with implementing Everwell platform, designated as Everwell Champion for entire department
Process Improvement Specialist
Aflac
05.2014 - 08.2015
- Map current business processes to provide foundation for defining business activities
- Participate in business process management group efforts to collect and analyze metrics
- Creates reports to support quality reviews and provide to management
- Intermediate knowledge of importing data for use in report software, spreadsheets, graphs and flowcharts
- Assists in developing methodologies for maintaining information in systems
- Analyzed workflows to identify inefficiencies and recommend process enhancements.
Contracting Specialist
Aflac
02.2009 - 04.2014
- Works directly with state office to issue sit codes, process new hire contracts, license updates, demote and promote associates
- Provides on the job training for administrators when at headquarters, providing them with feedback on improvement in their current job functions
- Assists fellow team members in problem solving, using our manual to answer questions and research problem files
- Ensured proper documentation was maintained throughout the entire lifecycle of a contract from initiation through closeout.
Customer Service Specialist I-IV
Aflac
11.2003 - 02.2009
- Talent for identifying customer needs and presenting appropriate company product and service offerings
- Demonstrated ability to gain customer trust and provide exceptional follow-up, leading to decrease in call volume
- Expertise in resolving escalated customer service issues
- Releases information according to company policy and privacy office guidelines
- Knowledge in auditing agent’s commission statements for discrepancies and explaining how commissions are calculated and paid
- Assisted on primary, payroll, agents accounting and helped with broker initiative, backing up all lines in the call center. Cross trained on all lines of business in the call center
- Delivered exceptional customer support, addressing inquiries and resolving issues efficiently.
Education
High School Diploma -
Northwestern High School
Rock Hill05-2002
Skills
- Excellent oral, written and interpersonal communication skills
- Strong analytical and interpretive skills with knowledge of business operations and business modeling concepts
- Expertise in problem solving with coordinators, market offices and agents
- Excellent oral and interpersonal communications skills to interact with internal/external customers understanding their expectations
- Proficient in Windows-based software
- Proficient with Microsoft Office System, Business Objects, BRM, RPM, BCLM
- Knowledge of Aflac internal operations
Certification
- Certified Life and Health Insurance Specialist Certificate
- Six Sigma Yellow Belt Certificate
- Project Management Certificate/Process Improvement Certificate
Timeline
Sales Reporting Analyst II
Aflac
08.2021 - Current
Claims Compliance Coordinator II
Aflac
09.2020 - 08.2021
Client Manager
Aflac
08.2018 - 09.2020
Account Implementation Coordinator
Aflac
08.2015 - 08.2018
Process Improvement Specialist
Aflac
05.2014 - 08.2015
Contracting Specialist
Aflac
02.2009 - 04.2014
Customer Service Specialist I-IV
Aflac
11.2003 - 02.2009
High School Diploma -
Northwestern High School