Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Zachary Slyman

Columbus,OH

Summary

Highly skilled and experienced Annuity Claims Specialist with a proven track record of effectively managing annuity claims and providing exceptional customer service. Possessing extensive knowledge of annuity products and insurance industry regulations, expertise in claims management, conflict resolution, and communication. Committed to providing outstanding service to clients while ensuring compliance with regulations and policies. Eager to join a dynamic team to further develop professional abilities and make a valuable contribution to the organization

Overview

9
9
years of professional experience
1
1
Certificate

Work History

Claims Specialist I & II

Nationwide Financial Services
06.2018 - Current

Resolved complex claims in a timely and accurate manner, resulting in a 95% customer satisfaction rating.

  • Analyzed claim data and identified trends, leading to implementation of new processes that reduced claims processing time by 20%.
  • Collaborated with internal teams and external stakeholders to investigate and resolve high-value claims, resulting in 50% increase in successful claims resolutions.
  • Trained and mentored new Claims Specialists, improving their efficiency and productivity by 25%.
  • Claims processing quality score of 97% or better 2019-2022
  • Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.

Financial Services Representative

Nationwide Financial Services
06.2016 - 06.2018
  • Resolved customers' questions by answering inbound calls, emails and texts.
  • 91.67% average score; after call client satisfaction survey
  • Achieved 40 perfect (10/10) client satisfaction surveys
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.

Intern/Agency Support

Slyman Insurance Group
01.2014 - 06.2016
  • Establish and maintain customer relationships
  • Analyzed problems, came up with ideas and made decisions.
  • Implemented client policy changes through service center
  • Conducted agency field underwriting through photographs & inspecting exteriors of client homes
  • Initiated customer contact for cross selling opportunities
  • Accomplishments
  • Completed 50 calls per three-hour shift; 10% close ratio
  • Proactively scheduled policy holder reviews, resulting in annual savings for clients
  • Established community relationships to integrate efforts in underprivileged areas
  • Achieved expert status in "Agency Anywhere" software program

Education

Bachelor of Science - Integrated Marketing & Entrepreneurial Management

Ohio University
Athens, OH
05.2016

Skills

  • Annuity claims processing and administration
  • Regulatory compliance and industry knowledge
  • Strong attention to detail and accuracy
  • Effective problem-solving and analytical skill
  • Exceptional customer service and interpersonal abilities
  • Proficient in claims management software and Microsoft Office Suite
  • Excellent verbal and written communication skills
  • Ability to work collaboratively in team environment
  • Time management and organizational skills

Accomplishments

  • Elected Member (1 of 12) of Annuity Advisory Board - Connecting associates with Senior Leadership: 2021-23
  • IPSO Associate of the Quarter (2nd) - 2020
  • Change Champion - Representative from team tasked with relaying change communications with team members

Certification

  • Google Professional Certificate - Data Analytics - 2023
  • FINRA Series 6 Securities License - 2016
  • Dale Carnegie: Effective Communications & Human Relations Certificate - 2016

Timeline

Claims Specialist I & II

Nationwide Financial Services
06.2018 - Current

Financial Services Representative

Nationwide Financial Services
06.2016 - 06.2018

Intern/Agency Support

Slyman Insurance Group
01.2014 - 06.2016

Bachelor of Science - Integrated Marketing & Entrepreneurial Management

Ohio University
Zachary Slyman