Experience

Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Process Management Specialist - LCBE

  • Jun 2022 - Present



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Lead Communications Specialist

  • Jul 2018 - Feb 2020

  1. Participate in Cross Business Unit partnerships to ensure corrective action projects are managed consistently.2. Conduct research and analysis to quantify business opportunities and identify issues.3. Independently develop, interpret, reengineer/rewrite Standard Operating Procedures4. Develop internal/external customer communications including letters, emails, FAQs, and communication plans5. Partner with the training organization to create training materials6. Develop presentations for internal meetings with project groups and senior leaders7. Participate in the planning and effective execution of the work needed to ensure appropriate documentation of the processes to prevent future corrective action issues8. Recommend and create tools to address administrative practices opportunities9. Conduct annual privacy assessment for the organization10. Share administrative tools with internal partners/clients Show less

• Senior Policy and Procedure Specialist

  • Oct 2016 - Jul 2018

  •Maintenance of all Group Life Claim policies and procedures and reference material•All review and implementation of Extra Territorial rules as they apply to Life Claims.•Review of all Regulatory Alerts and update to procedures if required.•Technical resource for Life Claim Division•Life Claim Division representative for GI Policy meetings where Life Claims may be impacted.•Coordination of client, market conduct study and other regulatory audits.•Responsible for Group Life Claim Privacy Assessment, SOX, Annual Risk Assessment•Coordination of Waiver transition of SOPs and ET Review from Life Claims to Waiver Capability•Review of ABO Disclosure state requirements and implementation of state specific procedures•Responsible for oversight of claim payment for GUL Remediation project Show less

• Senior Process Consultant

  • Jul 2014 - Oct 2016

  •Maintenance of all Group Life Claim policies and procedures and reference material•All review and implementation of Extra Territorial rules as they apply to Life Claims.•Review of all Regulatory Alerts and update to procedures if required.•Technical resource for Life Claim Division.•Life Claim Division representative for GI Policy meetings where Life Claims may be impacted.•Coordination of client, market conduct study and other regulatory audits including SOX, Privacy Assessment & Risk Assessment•Establish Process Consultant Team to partner and leverage best practices with LTD, STD and Absence Show less

• Associate Manager

  • Jan 2004 - Jul 2014

  •Updating of all policies and procedures, and reference material, and moving them from a paper format to an electronic format.•Working with Systems to develop a Lotus Notes database to store all policies, procedures and reference material.•Review and resolution of all claim questions arising from Client Experience Analysis to ensure accurate claim reporting.•Life Claim representative for all Data Integrity meetings.•Maintenance of all Group Life Claim policies and procedures and reference material •Life Claim Division representative for Data Integrity Meetings •All review and implementation of Extra Territorial rules as they apply to Life Claims. •Review of all Regulatory Alerts and update to procedures if required. •Technical resource for Life Claim Division •Review and liability determination for all Verus records. •Life Claim Division representative for GI Policy meetings where Life Claims may be impacted.•Coordination of client, market conduct study and other regulatory audits. Show less

• Learning Specialist

  • Oct 2000 - Jan 2004

  Part time position responsible for:•Creation of training materials•Delivering training sessions•Facilitating training sessions both in the classroom and through virtual training •Review and revision of all training material for Group Life claim processing•Training and coaching of new associates•Refresher training of associates•Special projects as needed

• Associate Manager - Group Life Claims

  • Nov 1996 - Oct 2000

  •Two claim teams consisting of approximately 8 examiners on each team. One team handled all claims submitted by National Account clients and the other handled all claims submitted by SGO clients and NEA. •The Quality Review team which consisted of two quality review associates •The Accounting Team which consisted of three accounting associates who were responsible for the accurate reconciliation of claim payments and reports provided to the financial departments within GI. •Management and development of the Team Leads reporting to me •Oversight of all members of my teams to ensure that performance and development were being appropriately managed and coached. •Meeting with members of the management team to determine methods of improvement within the organization •Client meetings •Finalist presentations when needed •Training and coaching of staff when needed Show less

• Team Lead - Group Life Claims

  • Jun 1994 - Nov 1996

  •All Life and Waiver of Premium claims submitted from clients based in the Southern region as well as National Accounts •Development and performance of a team consisting of 8 claim examiners.•Training and coaching of claim examiners.•Client visits to promote strong working relationships.•Finalist presentations when needed.•Reporting and claim questions from clients and other Prudential departments.

• Life Claim Examiner

  • Sep 1989 - Jun 1994

  •The review and payment, when appropriate, of basic group life insurance claims.•The review of Waiver of Premium claims. This also required the management of each claim throughout the course of the employee's disability.•The review and claim decision determination for complex group life claims such as Accidental Death & Dismemberment, Contestable, and Adverse claims. Throughout this time period I served as Assistant Team Lead for two Teams and was responsible for coaching and training for both new associates and those employees advancing within the organization Show less