Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
35
35
years of professional experience
Work History
Relationship Case Manager
Highland Capital Insurance
Rock Hill, South Carolina
12.2023 - Current
Review all incoming insurance applications to make sure they are properly/thoroughly processed within 24 hours.
Act as a liaison between the insurance agent and the insurance company to serve as the primary point of contact for the agents during the new business process.
Negotiate for preferential rates with various insurance carriers.
Maintain constant and effective communication with agents and insurance carriers via phone and email.
Have 100% knowledge of all wire houses compliance guidelines.
Provide agents with ongoing status of all underwriting decisions up to policy placement.
Insurance Case Consultant
LPL Insurance
Fort Mill, South Carolina
09.2013 - 12.2023
Manages 100+ life insurance applications through the new business process.
Organization of interdepartmental meetings with the shared goal to review/develop/execute training on newly implemented procedures
Seizes additional educational opportunities through offsite conferences to enhance business knowledge and provide additional resources to fellow team members.
Focused on corporate financial and professional goals to expand clientele and increase profit.
New Business Case Manager
Time Financial Life Insurance Co.
Charlotte, North Carolina
04.2006 - 09.2013
Review all incoming insurance applications to make sure they are properly/thoroughly processed with 24 hours.
Provide the Financial Advisors and Regional Specialist of submit, approval and policy mailing within 24 hours of event.
Have 100% knowledge of all wire houses compliance guidelines.
Negotiate for preferential rates with various insurance carriers.
Maintain and solidify relationships with the Financial Advisors and Regional Specialist that submit business through Time Financial.
New Business Case Manager
Ash Brokerage Inc.
Harrisburg, Pennsylvania
02.2005 - 03.2006
Act as the liaison between the insurance agent and the insurance company to serve as the primary point of contact for the agents during the new business process.
Review all formal and informal applications for completeness and accuracy with the understanding of when to order medical records and life exam.
Process disability, long term care and life insurance applications.
Maintain constant and effective communication with agents and insurance carriers via phone, email and fax.
Provide agents with ongoing status of all underwriting decisions up to policy issue.
Customer Service Representative
AXA Network/MONY Brokerage
Harrisburg, Pennsylvania
06.2001 - 02.2005
Serviced in force policies sold through MONY Brokerage Inc.
Responsible for appropriate beneficiary changes, address changes and loan request.
Maintained ledgers and overall information on death claims.
Performed high level customer contact with agents, regarding questions on policy procedures and in forced policies.
New Business Associate
AXA Network/MONY Brokerage
Harrisburg, Pennsylvania
03.1999 - 06.2001
Acted as a liaison between the insurance agents and the insurance companies. Served as the primary point of contact for the agents during the new business process.
Reviewed all formal and informal applications for completeness and accuracy with the understanding of when to order medical records and exams.
Provided the agents with ongoing status of all underwriting procedures up to policy issue.
Maintained constant and effective communication with agents and carriers via phone, email or fax.
Developed and maintained positive relationships with BISYS carriers, agents, service providers and all internal departments.
Provided excellent service and case management to increase production.
Claims Examiner
Highmark Pennsylvania Blue Shield
Camp Hill, Pennsylvania
12.1990 - 03.1999
Communicated direct with Medicare Providers to acquire information needed to process Medicare claims.
Communicated directly with Medicare providers to provide billing problems solutions.
Communicated directly with beneficiaries to acquire the correct Medicare information.
Utilized processing and policy knowledge on all claims (i.e., EMC, ICR and paper).
Used extensive knowledge of Medicare procedures codes and ICD.9 coding.
CIC Case Manager/State Shelter Hotline Case Manager at Multi-County Youth ServicesCIC Case Manager/State Shelter Hotline Case Manager at Multi-County Youth Services