Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Results oriented, dedicated team player and customer service representative with extensive experience in the Life, Health, Disability and Long-Term Care insurance industries. Strengths include strong interpersonal skills, attention to detail with records of outstanding reputation for productivity, complex problem resolution in fast paced, high pressure work environments. Delivering the highest quality advice and guidance to managers, employees and customers regarding insurance.

  • Microsoft Office Suite
  • Contracts
  • CRM Systems
  • Customer Service
  • Databases
  • Insurance
  • Database Management
  • Data/Account Verification
  • Process Improvement
  • Relationship Development
  • Systems and Software Programs
  • Business Development
  • Management Collaboration
  • Vendor Management
  • Strategic Planning
Work History
Licensing & Registration Analyst, 08/2013 - Current
H. Beck, Inc City, STATE,
  • Complete the monthly reconciliation of licensing fees with Accounting: conduct necessary research and make required adjustments.
  • Obtain, maintain and terminate insurance licenses and appointments while ensuring strict compliance with state insurance regulations and maintaining effective communication with all affected parties.
  • Process insurance licensing for resident and non-resident individual producers and business entities, including maintenance and termination of such licenses.
  • Reviews new and renewal business requests in order to determine insurability based on corporate guidelines and government standards.
  • Audit licensing and registration activities for accuracy relating to CRM and CRD.
  • Maintain a Continuing Education (CE) database of all licensees and ensure that appropriate CE credits are maintained.
  • Submit the insurance applications and/or renewal paperwork on behalf of the producers.
  • Maintain and terminate electronic insurance appointments for individual producers and business entity.
  • Provide customer service to internal and external customers, including home office personnel, State Insurance Departments and other regulatory agencies.
  • Perform administrative duties associated with Compliance (i.e.
  • Updates and rollout of our firm’s Annual Attestation, tracking projects, creating new and enhancing modules, and resolving issues.
Sr. New Business Administrator, 09/2010 - 06/2012
The Washington Group/Mass Mutual City, STATE,
  • Provided information and guidance to assist employees, Brokers/Agents in making decisions that would result in the full available insurance benefit options.
  • Liaison and Co-ordination with insurance company underwriter and producers/agents on all aspect of new business to addressed and resolved issues and provided proactive customer services, operational support and resolved problems.
  • Served as STP Ambassador for the Insurance Company for implementations of all new products, services or systems for implementation to the field.
  • Established necessary carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments.
  • Provided feedback to Insurance Company after analyzing the life and health insurance policy forms for licensed insurer for submission to State for approval.
  • Worked directly with the agent, broker, insurance company and client to obtain accurate proposal for life, LTC, and Disability insurance carriers and internal analyst.
  • Counseled and advised agent/broker on sensitive or serious matters related to Life, Health, Disability and Long-Term Care Insurance.
  • Handled and processed all Life, Health, Disability and Long-Term Care applications from beginning to policy issue with a 98 % completion time frame of 3 weeks.
Sr. Transactional Administrator/VP Assistant, 09/2009 - 09/2010
Maple Life Financial City, STATE,
  • Facilitated all life settlements closing activities with designed Escrow Agents, Trustee, Verification Agent and Purchaser to achieve 95% cohesive results in processing the life settlement closing activities.
  • Prepared and managed the execution of necessary funding documentation and associated documents delivering a 97% error free execution.
  • Collaborated with peers to develop insurance prospecting initiatives in the local company branch that resulted in exceeding the yearly new business premium goal.
  • Responsible for ensuring that the ownership and beneficiary forms are properly transferred and recorded.
  • Coordinated with the Trustee, Escrow Agents, Verification Agent and Purchaser the release of case specific payment progress ensuring that payment is release within the rescission compliance periods for HIPAA and Regulated State Guidelines.
  • Evaluated the closing process and proposed drafted and implemented improvements to refine and transform the closing process to ensure a systematic and less manual process.
Sr. Account Manager/Underwriting Assistant, 10/1996 - 01/2009
The Potomac Group/BISYS/Crump City, STATE,
  • Trained, assisted and supervised new employees on how to enter information into the computer system and advised answer(s) to questions.
  • Reviewed and recommended insurance carrier to choose based on client’s risk and insurance company guidelines to ensure client received the best rates.
  • Processed and carefully reviewed documents for completion, processing to achieve high-speed and efficient processing.
  • Developed a rapport with underwriters, employees, and administrative staff of the producers, and the producers themselves, to effectively service their business.
  • Automated medical records re-imbursement processing system that reduced the turnaround time from one month to two weeks.
  • Help Underwriters, and clients in processing and implementing Death Benefit Plans.
Life & Health Insurance License Customer Service, Bethesda, Maryland – Customer Service Designation, ACS LOMA - Bethesda, Maryland - Life and Health Insurance – Completed 6 of 10 modules University of Maryland - Introduction to Risk Management – Life & Health Course: , Expected in
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Job Titles Held:

  • Licensing & Registration Analyst
  • Sr. New Business Administrator
  • Sr. Transactional Administrator/VP Assistant
  • Sr. Account Manager/Underwriting Assistant


  • Life & Health Insurance License Customer Service, Bethesda, Maryland – Customer Service Designation, ACS LOMA - Bethesda, Maryland - Life and Health Insurance – Completed 6 of 10 modules University of Maryland - Introduction to Risk Management – Life & Health Course

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