ShaTorri Howie
Charlotte,NC
Summary
Tactful Claims Specialist experienced in settlement preparation and claims processing. Achieved improved claims processing efficiency and enhanced customer satisfaction through thorough investigation and effective communication. Focused on maintaining confidentiality while collaborating with cross-functional teams to refine claims handling.
Overview
15
15
years of professional experience
Work History
Annuity Specialist
LPL Financial
Fort Mill, South Carolina
06.2024 - Current
- Collaborated with financial advisors to create customized annuity solutions for clients.
- Educated clients on annuity products and features to enhance their decision-making.
- Tracked annuity order statuses to facilitate prompt client updates.
- Walk Financial Advisors through the annuity order entry tool
- Review client accounts for accuracy and compliance with regulations.
- Handled 25-30 client calls daily, resolving inquiries and delivering prompt assistance.
Beneficiary Claims Specialist
LPL Financial
10.2022 - 06.2024
- Reduced claim processing errors by conducting thorough investigations and accurately interpreting policy details.
- Enhanced customer satisfaction with timely communication, empathy, and clear explanations of claim outcomes.
- Assisted beneficiaries with account applications and payment options, facilitating smoother claims processes.
- Collaborated with cross-functional teams to optimize claims handling procedures, enhancing overall claims processing effectiveness.
- Managed high volume of claims by prioritizing tasks and maintaining strong organizational skills, ensuring timely resolutions.
- Provided assistance to beneficiaries in completing account applications and selecting payment options.
Customer Service Representative
Verizon
08.2018 - 09.2022
- Resolved device issues through troubleshooting techniques, ensuring customers received clear and concise information.
- Assisted in increasing sales by actively promoting products and services to customers. by offering products and services that will improve the customer's wireless experience.
- Review account information and answer questions about billing and or services.
Patient Access Specialist
AmerisourceBergen
06.2016 - 04.2018
- Delivered advanced support to patients, providers, and caregivers to enhance service experience.
- Assisted with claims by tracking and submitting necessary documentation.
- Ensured exceptional customer service for internal and external customers with timely and accurate responses.
- Exercises judgment within defined standard operating procedures to determine eligibility for claims.
Insurance Analyst
AXA Equitable Financial Services
04.2011 - 05.2016
- Analyzed financial information from clients to develop tailored strategies and financial products that effectively addressed client needs.
- Cultivated strong relationships with financial advisors to enhance collaboration.
- Offer Financial products and services including life insurance , annuities and investment options.
- Processed and issued life insurance policies for clients.
- Established and nurtured strong relationships with financial advisors to ensure alignment in client service and support.
Education
Associate of Science - Medical Assisting
ECPI University
Virginia Beach, VASkills
- Annuity knowledge
- Claims Processing
- Regulatory Compliance
- Client management
- Cross-functional collaboration
- Time management
- Complex Problem Solver
- HealthCare Call Center
- Telecommunications Skills
- Attentive to Details
- Fast Learner
- Adaptive Team Player
- Empathy in service
Skills
- Attentive to Details
- Fast Learner
Timeline
Annuity Specialist
LPL Financial
06.2024 - Current
Beneficiary Claims Specialist
LPL Financial
10.2022 - 06.2024
Customer Service Representative
Verizon
08.2018 - 09.2022
Patient Access Specialist
AmerisourceBergen
06.2016 - 04.2018
Insurance Analyst
AXA Equitable Financial Services
04.2011 - 05.2016
Associate of Science - Medical Assisting
ECPI University