Marissa Wallrich
Apple Valley
Summary
Encouraging leader and problem-solver with a unique talent for team building and motivating others. Exceptional customer relations and relationship-building skills to create positive connections with key stakeholders. Proficient in independent decision-making and sound judgment, consistently making a positive impact on company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance. Flexible team member with a positive attitude and strong work ethic, effortlessly adapting to changing priorities.
Overview
20
20
years of professional experience
Work History
Manager, Underwriting and Customer Success Operations
COVR Financial Technologies
08.2022 - 10.2024
- Supervised and mentored six insurance case managers, resulting in a 20% improvement in efficiency and customer feedback scores
- Offered advanced underwriting knowledge on overall concepts, guidelines, strategy, offer negotiations, and best practices for life, disability, and long-term care insurance for case management and sales teams
- Acted as the main contact for all escalated underwriting issues by leading investigations into complex cases to resolve and mitigate any associated problems or risks
- Engaged in strategic planning with senior management and stakeholders to align underwriting with company goals
- Monitored key performance indicators to assess team efficiency and works across functions to implement improvements as needed
- Built and nurtured relationships with key stakeholders, including senior management and external contacts, using collaboration and emotional intelligence
Underwriting and New Business Consultant
KBM Consulting, LLC
04.2022 - 02.2023
- Provided expertise on underwriting concepts, guidelines, and best practices for life, disability, and long-term care insurance
- Acted as main point of contact between clients and carriers during underwriting processes
- Verified applications and arranged paramedical exams, medical records, and financial details as needed
- Conducted thorough reviews of medical records to identify potential medical concerns and negotiated with carrier underwriters to secure the best possible offer
- Delivered regular status updates and clear explanations to clients and advisors to manage expectations during the underwriting process
Underwriting Case Manager
ViaForte Inc.
10.2017 - 03.2022
- Advised on underwriting guidelines, and best practices for life, disability, and long-term care insurance
- Developed and implemented insurance team operations, client experiences, and external relationships
- Routinely handled 60-100 complex insurance applications, overseeing review, submission, requirements ordering, and follow-up until final policy placement
- Successfully managed all insurance applications through the underwriting process, serving as the primary liaison between clients and carriers during both informal and formal underwriting stages
Underwriting Case Manager
NorthCentral DI / Ameritas
11.2012 - 09.2017
- Provided exceptional customer service to brokers, brokerage groups and insurance carriers while managing an average case load of 150+ Disability and Life insurance cases through the underwriting, delivery, and placement process
- Assisted brokers with servicing existing policies
- Efficiently guided all applications through the underwriting process while ensuring they met all internal and external guidelines
- Served as a liaison between, and advocate for, both the brokers and insurance carriers
- Determined underwriting requirements and worked with support staff to ensure all orders were placed promptly and accurately
- Provided timely communication to all stakeholders to ensure expectations were managed appropriately
New Business Coordinator
Penn Mutual Life insurance
05.2010 - 08.2012
- Supported five field managers and over 100 producers in their sales and marketing operations
- Routinely handled 100-150 insurance applications, overseeing review, submission, requirements ordering, and follow-up until final policy placement
- Collaborated with home office personnel, underwriters, and third-party administrators to address all underwriting matters
- Assisted in organizing semi-annual agent training meetings for up to one hundred attendees
Education
Bachelor of Arts - Social Work
University of Wisconsin
Eau ClaireSkills
- Communication
- Organizational Skills
- Problem Resolution
- Relationship Management
- Collaboration
- Underwriting processes
- Case management
- Stakeholder engagement
- Risk assessment
- Strategic planning
- Team leadership
- Operational improvement
Licensing
- Life, Accident and Health Licensed, MN, 01/01/05
- Certified Life Underwriter, Academy of Life Underwriting, 04/01/21
Timeline
Manager, Underwriting and Customer Success Operations
COVR Financial Technologies
08.2022 - 10.2024
Underwriting and New Business Consultant
KBM Consulting, LLC
04.2022 - 02.2023
Underwriting Case Manager
ViaForte Inc.
10.2017 - 03.2022
Underwriting Case Manager
NorthCentral DI / Ameritas
11.2012 - 09.2017
New Business Coordinator
Penn Mutual Life insurance
05.2010 - 08.2012
Bachelor of Arts - Social Work
University of Wisconsin
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