Summary
Overview
Work History
Education
Skills
Timeline
Generic

Toshika N. Davis

Insurance Services Management
Garland,TX

Summary

Motivated Case Manager with demonstrated knowledge in a variety of insurance products. Proven skills in enhancing productivity, efficiency and bottom-line profits with forward-thinking leadership. Bringing 15 years of experience ready to take on challenging, growth-oriented role with a Company. A dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

13
13
years of professional experience

Work History

New Business Case Manager

LTCG Long Term Care Group
Irving , TX
2019.05 - Current
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Conducted annual reviews of existing policies to update information.
  • Calculated premiums and established payment methods for sales.
  • Entered applications and followed up with appropriate agent and agencies for missing information on incomplete packages.
  • Supported audit projects by performing research and providing supporting documentation.
  • Coded and processed applications into required electronic formats.
  • Corrected data entry errors to prevent duplication or data degradation.
  • Increased data-entry productivity by maintaining detailed logs of data projects, identifying issues and improving them.
  • Updated and maintained application reports and files.
  • Obtained underwriting approval by completing application for coverage.


Lead Indexing Quality

Transamerica /LTCG Long Term Care
Plano , TX
2017.07 - 2019.03
  • Provided monthly quality and productions reports to upper-management.
  • Trained new team members by relaying information on company procedures and processes.
  • Continuously checked documents for quality assurance according to strict guidelines.
  • Audited team performance and compliance according to company standards.
  • Coached team members in techniques necessary to complete job tasks.
  • Facilitate production process to help create benchmarks.
  • Reported on updates to project specifications and progress.
  • Created and updated Indexing processing procedures
  • Led problem-solving activities to quickly identify and permanently resolve quality and productivity issues.
  • Contributed to root cause analysis to determine core reason for failures and errors.
  • Facilitated process improvements to successfully decrease errors.

Senior Claims Specialist/Assistant

Transamerica Life Insurance
Plano , Texas
2015.03 - 2017.01
  • Research to find all policies held by the insured
  • File and request files during the claim process ordering files from record retention system.
  • Access multiple computer application to gather claim processing information.
  • Implemented improvements in manual and electronic billing procedures.
  • Collected and tracked evidence in support of legal processes.
  • Synthesized data into comprehensive quarterly written reports for management.
  • Escalated files with significant indemnity exposure to supervisor for further investigation.
  • Organized, planned and documented materials for Long Term Care claims.
  • Maintained claims data using company Database Claim systems.

Underwriting Service Assistant

State Farm Insurance Company
Richardson , TX
2013.05 - 2015.03
  • Provide assistance to underwriting staff by performing a variety of support services
  • Maintain and update policyholder records (e.g., changes to coverage, additional autos, name and address changes)
  • Prepare incoming applications for underwriting review
  • Clear errors and resolve policyholder issues
  • Communicate with agents, policyholders, and third parties using various communication media
  • Type and/or process a variety of reports, filings, form letters and cancellation letters to comply with state and federal laws.
  • Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
  • Verified data integrity and accuracy.

Underwriting Representative

Chubb Insurance Company
Dallas , TX
2008.04 - 2013.05
  • Accountable for processing customer accounts and maintaining electronic documentation of all accounts
  • Executed rating, pricing, booking, and issuances of all new lines, renewals, and endorsements according to workflow procedures
  • Entered underwriting update pricing codes into computer database and provided premium updates.
  • Calculated business insurance renewal rates based on underwriting background, industry and demographic information.
  • Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
  • Provided high level of assistance to help with review, classification, coding and rating of applications.

Education

Liberal Arts, Business Communications/Technology

Cedar Valley College

Skills

Insurance Knowledgeundefined

Timeline

New Business Case Manager

LTCG Long Term Care Group
2019.05 - Current

Lead Indexing Quality

Transamerica /LTCG Long Term Care
2017.07 - 2019.03

Senior Claims Specialist/Assistant

Transamerica Life Insurance
2015.03 - 2017.01

Underwriting Service Assistant

State Farm Insurance Company
2013.05 - 2015.03

Underwriting Representative

Chubb Insurance Company
2008.04 - 2013.05

Liberal Arts, Business Communications/Technology

Cedar Valley College
Toshika N. DavisInsurance Services Management