Detail-oriented professional with over 25 years of experience in sales, customer service, call center and administrative roles. Self starter with exceptional customer service and multitasking skills. Strong work ethic. Thrives independently or as a team member. Industry experiences include Real Estate, Food & Beverage and Life Insurance. Ready to learn, grow and bring valuable experience in administrative and or sales roles conscientiously and meticulously.
1. Manage cases issued and retained in company headquarters data base.
2. Reviews and processes all documents to complete applications including but not limited to legal court documents for guardianship and adoption, power of attorney, amendments to application, beneficiary changes, W-9, Electronic Funds Transfer , Trusts and Wills, NAIC illustrations.
3. Processes life insurance plan changes to policies submitted by agents in the field.
4. Corresponds with over hundreds of our companies life insurance sales team agents in Guam, Puerto Rico, Canada, and the United States via email and phone trouble shooting and answering questions related to our client's life insurance application.
5. Explains procedures and practices for application process from start to finish including, paper and electronic application receipt, applying funds via checks or electronic funds transfer, coding of application, Underwriting approval, Issuing, Reviewing, and the final completion of in-force policy to premium paying status.
6. Investigates missing refund checks and processes requests to reprint to Treasury Department along with composing, printing and mailing correspondence along with reprinted checks to members.
7. Calculates premium due for pending applications and future payments for agents and assists on how to explain the process to our client's.
8. Orders and maintains office supplies, paper and equipment for department.
9. Manages and maintains department floor seating chart, employee contact list, and technology updates for new and existing employees.
11. Maintains and enters data for production report in Excel spreadsheet to submit to management and Vice President.
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