Sandra Purcell
Greensboro,NC
Summary
Former Servicing Processor II (New Business Case Manager) with 17 years of experience. Specialized in processing life insurance policies from time of application through mailing policies.
Overview
17
17
years of professional experience
Work History
New Business Case Manager
Lincoln Financial Group
05.2007 - 08.2024
- Coded and processed life insurance claims efficiently, ensuring accuracy and compliance with company policies.
- Reviewed and verified addresses, phone numbers, names, ages and values.
- Reduced errors by meticulously reviewing policyholder information and data entry.
- Collaborated and assisted in the reconciliation of discrepancies in client accounts, enhancing overall service quality.
- Collaborated with case managers and underwriters to facilitate timely approval of insurance applications and renewals.
- Modified, updated and processed existing policies.
- Provided exceptional support during audits by maintaining well-organized records and demonstrating thorough understanding of insurance policies.
- Expedited the process by proactively following up on outstanding paperwork and collaborating with case managers as needed.
- Enhanced team efficiency by cross-training in multiple department functions, providing seamless coverage during absences or peak periods.
Fine Jewelry Sales Associate
JCPenney
01.2011 - 05.2019
- Cultivated strong customer relationships through personalized service and product knowledge.
- Assisted clients in selecting fine jewelry pieces, enhancing overall shopping experience.
- Maintained visual merchandising standards to showcase jewelry collections effectively.
- Provided accurate information on gemstone quality, materials, and craftsmanship to customers.
- Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
- Upsold warranties and purchase add-ons to customers to drive sales revenues and achieve sales goals.
- Refunded payments for returned items, processed exchanges, and offered store credit to achieve customer satisfaction.
- Informed customers of current store promotions to encourage additional sales purchases.
- Educated customers on proper care and maintenance of fine jewelry pieces, extending the life of their investments.
- Stocked and replenished merchandise to keep sales flowing.
- Participated in ongoing training programs to stay current with industry trends, product knowledge, and sales strategies.
- Maintained up-to-date records of client preferences, purchases, and contact information.
Education
Certificate - Insurance Billing And Coding
Guilford Technical Community College
Jamestown, NCMortgage Loan Originator License
Ohio And North Carolina Department Commerce
Canton, OH And Greensboro, NCSkills
- Clearly generated explained requirements to case manager in order complete processing of application
- Provided excellent service to case managers to expedite policy making sure all information was obtained so policy was issued without any undo delays
- Audited policies before being mailed insuring all documentation/forms were included in packet
- Knowledgeable with other processes in life insurance helping other teams where needed
Timeline
Fine Jewelry Sales Associate
JCPenney
01.2011 - 05.2019
New Business Case Manager
Lincoln Financial Group
05.2007 - 08.2024
Certificate - Insurance Billing And Coding
Guilford Technical Community College
Mortgage Loan Originator License
Ohio And North Carolina Department Commerce
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