- Ensure accurate processing of Deferred and Structured Settlements by reviewing and verifying policy details within designated authority level and company procedures.
- Maintain knowledge of applicable company, federal, and state compliance and procedures.
- Support and resolve priority escalations, complex claim processing issues, participate in death audits, update closed and pending claims as required.
- Manage and distribute Life and Annuity Mailbox requests.
- Contribute to the development of new and temporary team members through mentoring and training.
- Interact effectively with attorneys, the banking industry, and internal partners such as compliance, agents, and life claims and customer service.
- Team member of Transition Services Organization for Claims, supporting the transition of processes to make it as seamless for the customer as possible.
Contact Insurance Professional, 04/2000 - March 2002
- Provide quotes for property and auto insurance coverage to customers.
- Answer insurance and/or billing inquiries; process payments.
- Collected confidential data from agent and customers, explained auto and property coverages.
- Ensured superior customer experience by addressing callers' concerns, demonstrating empathy, and resolving problems in a timely manner.