Summary
Overview
Work History
Education
Skills
Timeline
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Zachary Crimmin

Westbrook

Summary

Dynamic Onboarding Experience Specialist at Unum with expertise in customer relationship management and policy writing. Proven track record in claims processing and data analysis, enhancing customer experiences through effective project management. Adept at utilizing Microsoft Excel to drive accuracy and efficiency while fostering strong relationships with clients and internal teams.

Overview

9
9
years of professional experience

Work History

Onboarding Experience Specialist

Unum
Portland
07.2024 - Current
  • Tasked with managing the implementation of policies made by the Unum sales teams.
  • By working with various internal departments I gather information about the customer and their purchases.
  • After educating the teams on what the processes will be based on the policies, I work with the customer to map out what they would like their insurance to look like.
  • After building the policies and contracts I work with Unum's teams and the customers to ensure that specifications were met by the deadline.

Financial Benefit Specialist

Unum
Portland
11.2021 - 07.2024
  • Analyzing various insurance policies to comprehend the process of claim disbursement, I review payrolls from diverse companies, calculating average employee earnings.
  • I consistently utilize Microsoft Excel to ensure a precise representation of monthly earnings.
  • Furthermore, I provide recommendations to both colleagues within and outside my department, contributing to the enhancement of customer experiences in a positive manner.

Eligibility Specialist

Unum
Portland
02.2020 - 11.2021
  • Responsible for technical expertise in FMLA and over 100 state regulations, as well as for determining eligibility for leaves and processing short-term disability claims, including the initial setup of Navilink for each claim.
  • Additionally, I am accountable for ensuring the accurate and efficient intake of new claims.
  • In this role, I exercise independent judgment and maintain a thorough understanding of FMLA, applicable state leave laws, and customer-specific processing requirements.
  • I actively engage with claimants and employers, while also collaborating with other business units such as the Benefits Center and Contact Center.
  • Furthermore, I demonstrate the ability to proficiently operate across various systems and product workflows.

Intake Specialist

Unum
Portland
07.2019 - 02.2020
  • Responsible for accurately and efficiently handling new claims intake while also identifying and supporting multiple products with a core/baseline proficiency in Short-Term Disability.
  • This role involves interacting with claimants and employers, as well as serving as a mentor.
  • A strong customer service and communication orientation, along with the ability to operate across various systems and product workflows, is a core competency.

Educational Technician

Middle School of the Kennebunks
Kennebunk
10.2016 - 06.2019
  • Collaborated with educators, social workers, and counselors to support middle school students with behavioral and emotional needs.
  • Tracked and documented student behaviors throughout the day to identify patterns for intervention.

Education

Bachelor of Arts - Psychology

Thomas College
Waterville, Maine
05.2016

Skills

  • Onboarding process
  • Customer relationship management
  • Policy writing
  • Claims processing
  • Data analysis
  • Microsoft Excel
  • Project management

Timeline

Onboarding Experience Specialist

Unum
07.2024 - Current

Financial Benefit Specialist

Unum
11.2021 - 07.2024

Eligibility Specialist

Unum
02.2020 - 11.2021

Intake Specialist

Unum
07.2019 - 02.2020

Educational Technician

Middle School of the Kennebunks
10.2016 - 06.2019

Bachelor of Arts - Psychology

Thomas College

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