Sandra Frye
Mc Farland,WI
Summary
Highly motivated, Hardworking employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Devoted to giving every customer a positive and memorable experience.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Accounting Disbursement Rep
National Guardian Life Insurance
MADISON, WI
6/27/21 - Current
- Communicate both verbally and in writing to vendors and internal management regarding discrepancies in invoice amounts.
- Process Policy and Vendor payments following guidelines for approved invoices.
- Process and upload journal entries for wires, electronic transfers, refunds, reversals, and other misc. needs.
- Reconcile major accounts and lockbox invoices. Research and resolve any discrepancies to balance accounts. Communicate with others within the accounting to gather additional information for research purposes.
- Attention to detail and meeting critical deadlines are a must.
Claim Adjudicator
National Guardian Life Insurance
MADISON, WI
8/7/20 - 6/26/21
- Process claims for all lines of life insurance.
- Verify proper documentation is received according to state regulations.
- Communicate, both verbally and in writing, professionally and with empathy to agents, funeral homes, and beneficiaries to obtain missing information or to provide claim information.
- Prepare proper correspondence during the claim process as needed to respond to customer inquiries.
- Follow-up on all claims within state-regulated time frames.
- Calculate cost basis on basic annuity claims.
Sr Processing Specialist
National Guardian Life Insurance Company
Madison, WI
6/27/17 - 8/6/20
- Analyze investment oriented or Universal Life Insurance policies for accounting adjustments needed for policies to qualify for life insurance, not an investment, according to Internal Revenue Service rules
- Run projections to provide future financial information for annuities or universal life insurance policies
- Provide past interest and payment information on loans to policyholder's using Access
- Calculate minimum payments needed to prevent a universal life policy from lapsing using Excel then communicate this to the Policyholder's in writing
- Provide professional written and phone communication, both incoming and outgoing, to internal and external customers
- Provide training to other employees.
Realtor
First Weber Inc.
Fitchburg, WI
10.2015 - 12.2017
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
Customer Interaction Administrator
American Family Insurance Company
Madison, WI
05.2011 - 04.2015
- Resolve complex issues around processes, procedures, consistencies, and communication by collaborating with management
- Project manager on outsourcing medical bill scanning and processing. This involved vendor relationship building, system changes, confidentiality, and process/system testing
- Assist the Technology Manager in preparing the annual equipment budget for the entire Claims Department (approx. 2,000 employees and managers)
- Program Manager for the new phone system. This involved researching needs and availability, coordinating communication, monitoring progress, identifying, and addressing risks, issues, and enhancements, monitoring roll out, and training)
- Project Manager for creating the Claims Scanning Center to be used for all large scanning needs. This involved working with management to set goals, objectives and strategies, developing processes, monitoring for improvement needs, testing equipment, developing communication).
Education
Associate in Arts Accounting -
Liberty University
Lynchburg, VA10.2021
Skills
- Excellent customer service
- Creative thinker
- Interpersonal skills (active listening, responsibility, motivating, empathy, etc)
- Quick learner (enjoy learning)
- Attention to detail
- Positive attitude
- Advanced knowledge of MS Office applications
- Client Relationship Building
- Customer Relations
Certification
- Long Ridge - 2-year accredited writing program
- UW Project Management
- UW Advance Management
- Pricing Strategy Advisor
Associate in Claims
AIC - 3 self-study courses, plus ethics. Proctored Exams
LOMA
- Self study with proctored exams
Timeline
Realtor
First Weber Inc.
10.2015 - 12.2017
Customer Interaction Administrator
American Family Insurance Company
05.2011 - 04.2015
Accounting Disbursement Rep
National Guardian Life Insurance
6/27/21 - Current
Claim Adjudicator
National Guardian Life Insurance
8/7/20 - 6/26/21
Sr Processing Specialist
National Guardian Life Insurance Company
6/27/17 - 8/6/20
Associate in Arts Accounting -
Liberty University
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