Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Short Term Disability Claims Manager
New York Life Insurance Co
07.2022 - Current
Make claim / customer eligibility determinations and manage on-going claims for an assigned caseload of short-term disability claims, through capturing medical information, applying appropriate contractual provisions, following legal guidelines, and leveraging expert resources.
Communicate with claimants, employers, and various medical professionals to gather information regarding the application for, payment of, and ongoing management of short-term disability benefits.
Support and promote all integration initiatives (including Family Medical Leave, Life Assistance Programs, Integrated Personal Health Team, Your Health First, Healthcare Connect, etc.)
Ability to handle potentially high levels of call volume from customers and clients. Respond to various written and telephone inquiries, including eligibility, approval/denial determinations, status and continuation or closure of benefits.
Work directly with clients and Vocational Rehabilitation Counselors to facilitate return to work either on a full-time or modified duty basis
Network with both customers and physicians to medically manage claims from initial medical requests to reviewing and evaluating ongoing medical information
Pay all covered claims accurately and timely
Execute on all customer performance guarantees
Adhere to standard timeframes for processing mail, tasks and outliers
Understand Group Operations and Corporate Compliance, Polices and Procedures and best practices
Stay abreast of ongoing trainings associated with role and business unit objectives
Respond to all telephonic and email inquiries within customer service protocols in a clear, concise and timely manner
Insurance Coordinator
Dr. James Dean Jensen
07.2020 - 07.2022
Verified insurance and communicated coverage to staff and patients.
Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.
Obtained prior authorization and precertification for outpatient procedures.
Filed and tracked insurance claims and communicated claims status to patients.
Client Success Manager
Thomson Reuters
10.2017 - 12.2019
Built constructive customer relationships to improve loyalty and recommendations.
Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
Identified changing customer needs and adapted service strategies to meet them.
Evaluated current customer retention strategies and recommended improvements.
Utilized knowledge of customer experience to create specialized plans for customer retention.
Education
High School Diploma -
Dallas Lutheran School
Dallas, TX
Skills
Proficiency with MS Office applications (Word, Outlook)
Proven track record of successfully driving results in a complex matrix environment
Strong critical, analytical and investigative skills; ability to gather information, analyze facts, and draw conclusions
Ability to work with a sense of urgency and be a self-starter with a customer focus mindset
Ability to build and maintain effective relationships
Effective interpersonal, written and verbal communication skills
Excellent planning, time management and organizational skills
Ability to manage multiple and changing priorities
Strong negotiation skills
Knowledge of legal liability, insurance coverage and medical terminology
Technically savvy with the ability to toggle between multiple applications and/ or computer monitors simultaneously
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.