Patricia Tubman
Minot,ND
Summary
Results-driven Underwriting Coordinator/Case Manager with a strong focus on attention to detail and communication skills. Demonstrated success in managing the administrative aspects of policy submissions, collaborating effectively with underwriters and clients to achieve operational excellence.
Overview
20
20
years of professional experience
Work History
Underwriting Coordinator
Voya Financial
Work From Home
05.2017 - 06.2026
- Support Life Insurance Underwriters by managing the administrative, operational, and technical aspects of policy submissions. Gather documentation, navigate carrier portals, ensure compliance with guidelines, and maintain accurate records for insurance.
Advanced Case Manager for Retail Life Insurance
Cognizant
Minot, ND
05.2012 - 05.2017
- Manage the end to end process of applications, serve as primary liaison between financial advisors, clients, and insurance carriers. Expedite new business by gathering medical/financial records, and resolve underwriting requirements.
Case Manager for Retail Life Insurance
ING
Minot, ND
05.2009 - 05.2012
- Own an individual caseload of applications, monitor progress from submission to underwriting approval and final placement. Review new applications and supporting documents for " good order" and accuracy, ensuring compliance with company standards.
Issue Coordinator for Retail Life Insurance
ING
Minot, ND
09.2006 - 04.2012
- Data Entry of new paper or electronically applications, setting up new cases, review medical information to approve or decline coverage. Handling inquiries, updating billing, and verifying agent licensing.
Education
High School -
Bismarck High School
01-1984
Skills
Computer Skills:
Microsoft Works
Outlook Express
Oasis
Microsoft Office
Workday
Adobe
Underwriting Work Bench
Excel
Teams Messenger
One Note
Timeline
Underwriting Coordinator
Voya Financial
05.2017 - 06.2026
Advanced Case Manager for Retail Life Insurance
Cognizant
05.2012 - 05.2017
Case Manager for Retail Life Insurance
ING
05.2009 - 05.2012
Issue Coordinator for Retail Life Insurance
ING
09.2006 - 04.2012
High School -
Bismarck High School