Summary
Overview
Work History
Education
Skills
Certification
Additional Proficiencies
Timeline
Generic

Renee Clemons

Harleysville,PA

Summary

Dedicated professional with extensive insurance expertise, eager to transition back into employee benefits. Proven track record of optimizing operations and fostering team growth aligns with my passion for enhancing employee well-being through comprehensive benefit solutions.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Field Operations Manager

Reliance Matrix
06.2021 - Current
  • Manage enrollment materials team for new business and in-force production, successfully meeting all required productivity, quality, and operational metrics.
  • Provide leadership and guidance to ensure timely processing of all client issues related to new business and in-force production of materials.
  • Accountable for team performance, engaging team members in talent management and development opportunities and build a positive, respectful work environment.
  • Lead and participate in assigned initiatives and projects.
  • Work closely with developer to develop change requests as well as testing the results.
  • Responsible for overseeing and managing enrollment materials team while communicating the company’s goals and vision.

Project Consultant

Collabrus, Inc.
08.2020 - 06.2021
  • Assist with transitioning Nationwide Life Insurance book of business to Reliance Standard.
  • Allocated work among team members and provided guidance
  • Monitored project progress, identified risks and took corrective action as needed.
  • Maintained open communication by presenting regular updates on project status to managers.
  • Trained new contractors on proper protocols and customer service standards.

Senior Group Underwriter

Nationwide Life Insurance Company
09.2013 - 08.2020
  • Performed comprehensive risk reviews on new business groups from 10 to 500+ lives for Life, STD, LTD, Dental, Vision, Accident, Critical Illness and Hospital Indemnity.
  • Responsible for renewal underwriting on assigned cases.
  • Prepared and reviewed exhibits on experience rated cases.
  • Implemented new underwriting guidelines for plan changes and amendments.
  • Handled complex inquiries from internal and external customers with timely follow through.
  • Participated and supported growth strategies, technology development and continuous improvement projects.
  • Trained other remote senior underwriters on plan changes, amendments and medical underwriting processes.
  • Evaluated evidence of insurability applications, medical records and contracts to determine eligibility.
  • Ordered Paramedic exams and MIB reports.
  • Communicated medical decisions to appropriate parties.
  • Implemented and maintained medical underwriting process and procedural documentation for training and statistical analysis.

Senior Group Underwriting Assistant

Harleysville Life Insurance Company
05.2000 - 09.2013
  • Managed all underwriting tasks for the transition of Harleysville book of business to Nationwide Life Insurance
  • Calculated, underwrote and communicated the renewal position and
  • Assisted senior underwriters on bid requests and exceptions outside the treaty arrangements.
  • Quoted and released proposals for life and disability coverage.
  • Reviewed and processed new business applications.
  • Assisted senior underwriters with renewal ratings.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Calculated group renewal rates based on customers' background, industry and demographic information.
  • Collaborated with other professionals to develop innovative underwriting solutions.

Education

Associate of Science - Business Administration

Lansdale School of Business
North Wales, PA

Skills

  • Risk Assessment
  • Analytical Thinking
  • Underwriting Guidelines
  • Relationship Building
  • Organizational Skills
  • Teamwork Abilities
  • Time Management
  • Insurance Knowledge
  • Attention to Detail

Certification

  • Pennsylvania Life & Health License - #443002
  • LOMA I & II
  • Kaizen Continuous Improvement Training Team Member
  • Continuous Improvement White Belt Certification
  • Six Sigma Performance Excellence Training Team Member, SME

Additional Proficiencies

  • Microsoft Outlook, Word and Excel
  • Salesforce
  • DocuSign
  • Medical Information Bureau Inc. (MIB)
  • Pillar Rating System
  • APPS-Portamedic

Timeline

Field Operations Manager

Reliance Matrix
06.2021 - Current

Project Consultant

Collabrus, Inc.
08.2020 - 06.2021

Senior Group Underwriter

Nationwide Life Insurance Company
09.2013 - 08.2020

Senior Group Underwriting Assistant

Harleysville Life Insurance Company
05.2000 - 09.2013

Associate of Science - Business Administration

Lansdale School of Business

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Renee Clemons