Stop Loss Internal Support Resume Example Sun Life Financial

STOP LOSS INTERNAL SUPPORT

Professional Summary

Experienced results driven professional with 13 years of Account Management expertise in the insurance industry. Sales account management and underwriting support expert for Property, Casualty, and Medical Stop Loss products and services. Manage service requests to exceed customer satisfaction and expectations and positively influence persistency. Exceptional service oriented Account Manager with excellent verbal, written communication, and cross functional skills. Detailed oriented and self-managed individual with excellent interpersonal skills and relationship building attributes. Service-oriented Stop Loss Account Manager who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products.

Skills

Property insurance
Underwriting knowledge
Results-oriented
Policy coverage expert

Proactive team player
Salesforce knowledge
MS Office
Personable

Work History

Stop Loss Internal Support, 07/2012 to Current
Sun Life Financial – Wellesley Hills, MA

Stop Loss Internal Sales Support Ability to establish and build effective working relationships and partnership with the Sales team to achieve net growth and profit expectations at the National, Regional, and individual Stop Loss Specialist level.
Provide an in-depth knowledge and expertise of the Self Insured industry and Stop Loss products and services.
Independently review and distribute new business proposals, new and renewal Stop Loss Contracts, and Employee Plan documents within departments time frame and to ensure data integrity Prepare and distribute sold case documents and marketing materials to Stop Loss Specialist, brokers, third party administrators and policy holders upon sale Manage and support the sold case implementation/installation process while facilitating the customer and broker timely transition to Sun Life Financial administration.
Independently support Stop Loss Specialist new business and renewal inventory through Sales force to measure and manage sales opportunities Successfully used Sales force daily to effectively manage, document, track and communicate broker, third party administration and policy holders interactions Partnered with underwriting to ensure all Request For Proposals for both new business and renewals due dates and deadlines are met Support and follow up with claims analyst to ensure fast turnaround with reimbursements Prepares Stop Loss Benchmark reports for Stop Loss Specialist to compare cost savings when converting to a self- funded plan Coordinate and follow- up on broker licensing outstanding paperwork for contracting appointments Evaluate and distribute declinations within 24 hours to assess if a quote could be developed Resolve complex issues and implement a plan of resolution.
Followed up with customers on unresolved issues.
Tracked the progress of all outstanding insurance claims.
Calculated premiums and established payment methods for sales.

OSD Senior Customer Service Representative III, 08/2001 to 06/2012
Chubb Group of Insurance Companies – New York, NY

Promoted August 16th, 2009) Managed and supported five program CSR that handles 80 million book of business, by meeting monthly revenue expectations Analyzed and interpreted Property and Casualty line insurance to determine proper coverage in accordance with policy provisions.
Provided analytical and subject matter support to multiple lines of business such as Property, Excess Property, General Liability, Umbrella, Excess Liability, Workers Compensation and Automobile insurance that facilitate the decision making process Trained and coached new hires on Property & Casualty policy processing to ensure data integrity of business practices Quality checked commercial policies to adhere to integrity of departmental goals Accurately troubleshooted reports to ensure data integrity and compliance with program audits Selected by management to assist with file closure project and to participate in internal audits to achieve overall department goals Built and maintained relationship with Field Personnel, Management and assigned Brokers Responsible for Experience rating program casualty business.
Reported policy changes and company conditions affecting customer satisfaction.
Followed up with customers on unresolved issues.
Evaluated the accuracy and quality of data entered into the agency management system.
Calculated quotes and educated potential clients on insurance options.

OSD Customer Service Representative, 08/2001 to 09/2002

Worked closely with Senior underwriters and broker agents to investigate discrepancies, research and resolve issues expediently Responsible for maintaining electronic documentation and diligently contribute to department goals Provided exemplary service by processing commercial Property and Casualty policies with speed, accuracy and follow-through Created and quality checked Property and Casualty contracts while maintaining accuracy, and integrity of department Responsible for Property and Casualty rating, bookings, issuance of newlines, renewals, cancellations and endorsements according to workflow and departments requirements Distributed Automobile Identification cards to brokers Produced and submitted quotes and binder bills for coverage acceptance Distribute decline to quote letters when outside of underwriting parameters Processed and cleared submissions to all aspects of business.

Education

Bachelor of Science: Business Administration, June 2009
Medgar Evers College, The City University of New York - Brooklyn, NY

Macroeconomics and Microeconomics coursework
Macroeconomics and Microeconomics coursework
Business Communications coursework
Management and Leadership Concepts seminar
Marketing and Advertising coursework
Risk Management and Business Law coursework
Accounting and Finance coursework

Certifications

FLMI Level 1 Certificate - October 2014

ACS 101 Customer Service for Insurance Professionals - March 2105

Resume Overview

Companies Worked For:

Sun Life Financial
Chubb Group of Insurance Companies

School Attended

Medgar Evers College, The City University of New York

Job Titles Held:

Stop Loss Internal Support
OSD Senior Customer Service Representative III
OSD Customer Service Representative

Degrees

Bachelor of Science : Business Administration , June 2009

Stop Loss Internal Support Resume Example

Resume Score: 70%

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