N. Yvonne Taylor
Charlotte,NC
Summary
Experienced insurance professional with 15+ years in life insurance operations, underwriting, and case management. Skilled in managing complex applications from submission to policy placement while collaborating with advisors and cross-functional teams. Expertise in relationship management, regulatory compliance, and process improvement in fast-paced environments.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Account Manager
MassMutual
Charlotte, NC
08.2022 - Current
- Develop and maintain strong relationships with financial professionals and internal stakeholders to support business growth and retention.
- Partner with advisors, underwriters, suitability reviewers, and internal business partners to resolve complex case issues and facilitate timely policy issuance.
- Manage life insurance applications from submission through policy issue and placement for assigned financial advisors.
- Communicate proactively regarding case status, underwriting requirements, suitability reviews, and policy delivery requirements.
- Prioritize and manage a high-volume workload while maintaining service standards and advisor expectations.
- Research and analyze complex situations, providing solutions and escalating issues when necessary.
- Coordinate across multiple departments to expedite pending actions and improve customer experience.
Mortgage Loan Coordinator
Better Mortgage
Charlotte, NC
10.2021 - 03.2022
- Coordinated communication between borrowers, processors, underwriters, and internal business partners throughout mortgage loan lifecycle.
- Streamlined transitions from rate lock through funding by providing timely updates and guidance to borrowers.
- Ensured compliance with organizational policies and regulatory requirements while processing mortgage applications.
- Maintained exceptional attention to detail to support high-quality loan submissions and strong underwriting outcomes.
- Addressed documentation and processing issues to eliminate delays and enhance borrower experience.
Lead Relationship Case Manager
Equitable Life
Charlotte, North Carolina
04.2017 - 06.2021
- Managed relationships with financial professionals and key internal stakeholders to ensure efficient processing and placement of life insurance applications.
- Led initiatives focused on improving operational workflows, cycle times, and service delivery.
- Coordinated and prioritized workloads to meet production goals and service level expectations.
- Provided expertise in Life New Business operations and guidance to colleagues and business partners.
- Facilitated onboarding, training, and ongoing operational support for assigned regions and branches.
- Collaborated with leadership teams to identify opportunities for process improvement and operational efficiency.
Senior New Business Specialist
Metlife
Charlotte, North Carolina
05.2014 - 07.2016
- Reviewed life insurance applications for completeness, accuracy, and regulatory compliance.
- Coordinated communication about application status, outstanding requirements, and underwriting decisions to ensure timely processing.
- Streamlined ordering and monitoring of underwriting requirements, including APS records, laboratory results, inspections, and consumer reports.
- Maintained service level commitments by effectively organizing and prioritizing daily workloads.
- Facilitated onboarding and training for new employees, enhancing their integration into the team.
Billing Specialist
Premier Source
Charlotte, North Carolina
07.2013 - 05.2014
- Processed medical billing transactions and reconciled payments to ensure timely and accurate revenue flow.
- Researched and resolved claim denials and reimbursement issues, improving claim acceptance rates.
- Ensured compliance with payer requirements and applicable healthcare regulations.
- Communicated with patients and insurers to obtain necessary information, facilitating prompt resolution of outstanding balances.
- Maintained accurate billing records and account documentation.
Claims Analyst
SCOR Global Life
Charlotte, North Carolina
12.2011 - 03.2013
- Processed insurance claims, ensuring compliance with company policies and established procedures.
- Monitored transactions for accuracy and ensured adherence to regulatory compliance standards.
- Managed multiple accounts while maintaining data integrity and adherence to operational guidelines.
- Assisted with payment processing and disbursement of account liabilities, maintaining financial accuracy.
Customer Relationship Specialist
AllState
Charlotte, North Carolina
08.2007 - 03.2011
- Provided exceptional customer service and insurance product guidance to personal and commercial clients.
- Developed strong client relationships through proactive communication and problem resolution.
- Assisted clients with policy renewals and coverage reviews, ensuring accurate account maintenance.
- Generated insurance quotes while educating prospective clients on tailored products and coverage options.
- Collaborated with team members to meet service standards and production targets.
Education
Associate of Science -
Suffolk County Community College
Selden, NY05-2007
Skills
- Account Management
- Client Relationship Management
- Advisor & Client Relations
- Client Needs Assessment
- Regulatory Compliance
- Regulatory Oversight
- Policy Management
- Financial & Insurance Products
- Operational Efficiency
- Project Coordination
- Cross-Functional Collaboration
- Team Leadership
- Problem Resolution
- Time & Priority Management
- Case Management
- Client Advocacy
Certification
- Associate, Life Management Institute (ALMI) – LOMA
- Associate, Customer Service (ACS) – LOMA
Timeline
Account Manager
MassMutual
08.2022 - Current
Mortgage Loan Coordinator
Better Mortgage
10.2021 - 03.2022
Lead Relationship Case Manager
Equitable Life
04.2017 - 06.2021
Senior New Business Specialist
Metlife
05.2014 - 07.2016
Billing Specialist
Premier Source
07.2013 - 05.2014
Claims Analyst
SCOR Global Life
12.2011 - 03.2013
Customer Relationship Specialist
AllState
08.2007 - 03.2011
Associate of Science -
Suffolk County Community College