Sophia Ramirez
International SOS
San Antonio,TX
20
years of professional experience
Work History
Claims Customer Support Representative
5 Months- Answer incoming calls or emails from beneficiaries and/or providers for status on claims.
- Explain insurance plans, coverage limits, and guidelines.
- Give clear updates on active claim statuses and next steps.
- Help beneficiaries fill out claim forms and advise what documents are needed and how to submit documents.
- Type notes accurately into database systems and create, respond to beneficiaries.
- Follow company risk and compliance rules.
Life & Health New Business Associate 1
15 Years 1 Month- Guide members through the life insurance application process, explaining underwriting requirements, documentation needs and next steps.
- Serve as a liaison between members, agents, underwriting teams, and internal departments to facilitate efficient case processing.
- Review life insurance applications for completeness and regulatory compliance prior to underwriting review.
- Coordinate medical underwriting requirements including paramedic exams, labs, and medical questionnaires.
- Utilize underwriting and medical reports to communicate application outcomes to members.
- Conduct sensitive conversations with members regarding underwriting decisions, including ratings, postponements, or application declines.
- Track outstanding requirements and follow up with members and vendors to reduce case cycle time.
- Maintain accurate documentation within underwriting systems and vendor portals.
- Assist with regulatory compliance including replacement documentation.
- Participated in ALIP system testing to identify defects and recommend workflow improvements before rolling out.
- Train and mentor new associates on workflow, systems, processes, and member communication.
Data Entry Specialist
3 Years 10 Months- Entered insurance application data with a high level of accuracy to support underwriting and policy processing.
- Coordinated exam scheduling and tracked application requirements to support timely case completion.
- Maintained organized digital records and documentation for underwriting teams.
- Supported workflow efficiency, identifying missing application information and resolving discrepancies.
- Collaborated with internal teams to ensure accurate data transfer between systems.
Timeline
Claims Customer Support Representative
International SOS
05.2026 - CurrentRead More
Life & Health New Business Associate 1
USAA
01.2011 - 02.2026Read More
Data Entry Specialist
Peyton Resource Group
03.2007 - 01.2011Read More