Summary
Overview
Work History
Education
Skills
Timeline
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TAMISHA DAVIS

Atlanta,Georgia

Summary

Highly motivated, results driven insurance professional and leader with extensive experience in the financial services industry. My qualifications encompass motivating and leading employees to produce successful outcomes while creating positive client experiences for employer groups seeking competitive life and disability products. _ QUALIFICATIONS Regional Team Leader Billing Reconciliation Staff Coaching and Development Data Analysis Systems Training Process Management and Development Facilitated Small Group Product Launch Subject Matter Expert Interdisciplinary Liaison Cultivated Sales Relationships Wrote and Retained Profitable Business Best Practices Team Lead Customer Conflict Resolution SalesForce Business Analyst Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker and consensus builder.

Overview

16
16
years of professional experience

Work History

EQUITABLE Sr. Underwriting/Team Lead

01.2020 - Current
  • Proven Leadership Skills
  • Managed staff of 7 sold case underwriters across 3 regions
  • Responsible for ensuring all turnaround times were met during the end-to-end implementation process
  • Coordinated new-hire and on-going training sessions for staff
  • Created training manual for the U100 Sold Case Team and GRP (reinsurer) Submissions
  • Created account manager and implementation coordinator alignments to ensure positive working relationships
  • Developed a mentorship program for all newly hired sold case underwriters
  • Handled escalations from our internal and external partners to remedy issues quickly without creating abrasion
  • Reconciled billing and benefit contract issues with cross-functional teams
  • Extremely capable multi-tasker with strong pivot and interpersonal skills
  • Responsible for facilitating pricing calls with sales and underwriting leadership to ensure profitable outcomes
  • Prepared and presented granular data for life and disability experience analysis reviews
  • Effectively priced new business, renewal and plan change opportunities within the small group and large group market
  • Direct point-of-contact for team member inquiries, or concerns; responded to and resolved escalated or complex issues
  • Managed the Underwriting Sold Case Team Mailbox
  • Managed the GRP sold case submissions for disability reinsurance

Life & Disability Underwriter II

ANTHEM, INC
01.2016 - 01.2020
  • Proven Underwriting Skills
  • Experience rated new and renewing business for large complex groups including municipalities and unions
  • Provided underwriting support for new business and/or renewals
  • Produced contracts, amendments, rate guarantees, and benefit package paperwork on proposals and renewals
  • Supported the Central Region by quoting large group request (100-500 lives) and provided support to the East, Central and West Region by quoting small group request for the Connect team (10-99 lives)
  • Calculated renewal rates for large and small group cases based on the analysis of the group’s experience, industry, location, size, and demographic nature
  • Proposed rates for group’s prospects, utilizing a combination of other carrier experience, demographic data, and manual rates
  • Communicated with sales, administration and claims to access the rating and administrative impact or benefit and plan changes
  • Effectively negotiated renewal rates and new business rates with sales
  • Successfully met individual metrics for turn-around times and sold versus formula with favorable close ratios

Disability Underwriter I

ANTHEM, INC
01.2013 - 01.2016
  • Proven Underwriting Skills
  • Manually rated and experience rated Life and Disability products
  • Effectively negotiated pre-sale and renewal rates
  • Met daily turnaround times and production metrics consistently
  • Established and maintained positive working relationships with sales
  • Set-up and rated manual proposal requests in the rating system (Well Quote)
  • Sent the manual rated proposal to the Specialty or Health Sales Rep for delivery to the broker
  • Completed proposal request within 72 hours or the broker’s requested due date.

Administrative Assistant

ANTHEM, INC
01.2011 - 01.2013
  • Proven Administrative Skills
  • Handled all administrate matters including screening calls, managing calendars, planning meetings, making travel arrangements, composing documents, and organizing offices for efficiency
  • Scheduled and coordinated meeting, appointments, and travel arrangements for managers and directors
  • Managed travel and expense reports for department team members and directors
  • Performed clerical duties such as filing, photocopying, and faxing.

Sr. Administrative Assistant

UNITED PARCEL SERVICE
01.2008 - 01.2010
  • Proven Administrative Skills
  • Investigative research, volume and revenue reporting and analysis for the Enterprise and Strategic Sales Teams through internal information systems to present top-line and bottom-line results and track success
  • Provided various weekly, monthly, quarterly, annual, and ad hoc reports of various operational and financial metrics that analyze and present Enterprise and Strategic segment profitability, using word processing, spreadsheets, and presentation software
  • Creation and maintenance for the EGN, parent, sub parent, child alignments in all ESTAT business units for Enterprise and Strategic Segment node hierarchies
  • Researching, creating integral parent and sub-parent alignments for Strategic and Enterprise customers to orchestrate customized reporting for customer business groups and business units
  • Performed advanced, diversified, and confidential administrative support for the Vice Presidents; Global, Enterprise and Strategic segments, not limited to extensive calendar maintenance and activity coordination; domestic and international travel arrangements; complex itinerary coordination; conference calls, conference registration and preparation, monthly discussions with direct reports and scheduling of meeting/discussions.

Education

Bachelor of Science - Management Information Systems

A & M University
2006

Skills

  • Technique Optimization
  • Process Improvement Initiatives
  • Equipment Maintenance
  • Operational Efficiency and Safety
  • Task Monitoring
  • Lead Identification
  • Team Meetings
  • Employee Evaluation
  • Team-Building Exercises
  • Team Monitoring

Timeline

EQUITABLE Sr. Underwriting/Team Lead

01.2020 - Current

Life & Disability Underwriter II

ANTHEM, INC
01.2016 - 01.2020

Disability Underwriter I

ANTHEM, INC
01.2013 - 01.2016

Administrative Assistant

ANTHEM, INC
01.2011 - 01.2013

Sr. Administrative Assistant

UNITED PARCEL SERVICE
01.2008 - 01.2010

Bachelor of Science - Management Information Systems

A & M University

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TAMISHA DAVIS