
● Processed Life Insurance annuity policy servicing requests, including beneficiary, ownership, withdrawal, and distribution changes.
● Reviewed documents and account information for accuracy, completeness, and compliance.
● Researched policy issues and resolved servicing discrepancies.
● Supported policyholders and financial professionals with annuity account inquiries.
● Documented transactions and maintained accurate records while protecting confidential information.
● Coordinated with internal teams to resolve complex cases and meet processing requirements.
Customer service and insurance operations professional with 6+ years of experience in healthcare member services, insurance support, case resolution, and administrative processing. Skilled in assisting members with benefits and eligibility, resolving complex concerns, maintaining accurate records, and protecting confidential information. Known for strong communication, attention to detail, and delivering professional, member-focused service.