Michelle Lowe
Lebanon
Summary
Accomplished Life Insurance Case Manager, an expert in case management and customer service, enhancing agent to client satisfaction.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Life Insurance Case Manager
Diversified Brokerage Specialists
05.2017 - 01.2025
- Scrubbed and submitted applications received from agents, as well as issuing policies and placing them active.
- Maintained documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Monitored ongoing cases closely while assisting in the underwriting process and ensuring our agents were well informed on the status of their client's application.
- Created illustrations and educated agents on available products, benefits, and services, empowering them to make informed decisions about their client's needs.
- Shopped cases that had unfavorable results to declinations with other underwriters.
- Communicated with agents and insurance carriers on inforce policies and keeping them up to date.
Bank Teller Supervisor
Huntington National Bank
05.2013 - 04.2017
- Improved customer satisfaction by efficiently managing teller transactions and addressing customer inquiries.
- Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
- Counted cash drawers and made bank deposits.
- Managed risk effectively by monitoring teller activities, ensuring compliance with banking regulations and policies.
Education
High School Diploma -
Lebanon City Schools
Lebanon, OH05-2007
Skills
- Problem-solving
- Customer service
- Case management
- Organization and multitasking
- Email and telephone etiquette
- Data entry
- Product sales
Certification
NAILBA certified, July 2021
Timeline
Life Insurance Case Manager
Diversified Brokerage Specialists
05.2017 - 01.2025
Bank Teller Supervisor
Huntington National Bank
05.2013 - 04.2017
High School Diploma -
Lebanon City Schools
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