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Skills

  • Attention to detail in policy work
  • Organization
  • Initiative equipment
  • Data entry optimization
  • Prior authorization processing
  • Operational improvement
  • Policy data integration
  • Customer relationship management
  • Cross-functional team collaboration
  • Communications

Work Experiences

  • Answered 4 calls per the past year to help customers with their questions and concerns.
  • Collaborated with the IT department to enhance the user interface of the policyholder portal, increasing user engagement by 78%.
  • Achieved a reduction in erroneous data inputs by 41%.
  • Analyzed customer feedback data.
  • Avoided potential legal risks costing $18.
  • Assisted in developing updated standard operating procedures (SOPs).
  • Conducted diligent reviews.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with the legal department to ensure all policy amendments were compliant with state and federal regulations, avoiding potential legal risks costing $6.
  • Transported ServiceNow to 18 months customer locations.

Summaries

  • Capably handled high-value client portfolios, maintaining strong relationships and policies worth over $13, contributing to a 84% increase in client retention rates.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • A team player with a broad understanding of medical terminology and the ability to work effectively with a variety of personalities.
  • Accomplished Policy Service Specialist with a deep understanding of policy adjustments and risk mitigation, consistently meeting client needs with a 83% improvement in processing times.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Within Miscellaneous, senior Policy Service Specialist and outstanding performer in data analysis and cross-functional collaboration.
  • Achieved a 56% reduction in complaints.
  • Achieved a 40% reduction in policy endorsement processing times.
  • Achieved a 49% reduction in processing backlogs.
  • Professional with experience verifying insurance benefits and generating appropriate patient documentation.

Accomplishments

  • Successfully managed a critical client portfolio worth $10, ensuring timely renewals and minimizing policy terminations.
  • Developed new workflows in policy documentation, improving overall team accuracy by 30% and reducing client disputes.
  • Coordinated quarterly status reporting of company-wide policy servicing efforts, contributing to improved forecasting by 84%.
  • Resolved complex policy amendment requests, reducing escalations to management by 19%.
  • Reduced manual entry errors in policy documentation by 24% through improved double-check procedures and training on program.
  • Trained a team of 18 junior associates on policy servicing best practices, contributing to higher team productivity and satisfaction.
  • Leveraged advanced reporting features of procedure, generating actionable insights for the executive team that contributed to 80% in policy improvement initiatives.
  • Developed a policy service feedback system that tracked client satisfaction, improving overall service engagement by 76%.
  • Utilized Microsoft Excel for real-time data entry and reporting, leading to more accurate tracking of policies and a 65% increase in client satisfaction.
  • Implemented data validation checks within procedure, reducing inaccurate policy records by 53% and ensuring consistency across departments.

Affiliations

  • Rotary International
  • Professional Liability Underwriting Society (PLUS)
  • American Marketing Association
  • International Association of Administrative Professionals
  • International Institute for Claims Prevention and Litigation Management (CLM)
  • Jaycees
  • Insurance Data Management Association (IDMA)
  • Society of Financial Service Professionals (FSP)
  • Insurance Regulatory Examiners Society (IRES)
  • National Insurance Crime Bureau (NICB)

Certifications

  • CFP - Certified Financial Planner
  • Certified Risk Analyst (CRA)
  • Accredited Financial Counselor (AFC)
  • Fundamentals of Insurance Regulation (FOIR) Certification
  • Certified Insurance Counselor (CIC)
  • ServSafe
  • CompTIA Security+
  • Associate in Claims (AIC)
  • Certified Information Privacy Professional (CIPP)
  • Certified Public Accountant

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