Director, Underwriting & Operations

• Sep 2018 - Present

• Manage and direct all internal Underwriting & Case Management processes • Serve as an Advance Underwriting Consultant for medically or financially complicated cases • Provide leadership and ongoing training to the NorthCentral DI team of Underwriting Case Managers • Hire and train new members of the NorthCentral DI team • Manage and direct all internal Underwriting & Case Management processes • Serve as an Advance Underwriting Consultant for medically or financially complicated cases • Provide leadership and ongoing training to the NorthCentral DI team of Underwriting Case Managers • Hire and train new members of the NorthCentral DI team

Vice President of New Business

• Apr 2017 - May 2018

New Business Manager

• Dec 2010 - Mar 2017

• Effectively manage the company’s inforce Guaranteed Standard Issue and Group block of business by proactively reaching out to agents to initiate the annual review process.• Assist agents in analyzing their client plan designs to ensure they are adequately covered.• Work actively with carrier representatives and underwriters to provide clients with the best insurance coverage solutions possible.• Manage a million dollars of disability insurance applications annually throughout the underwriting process by collaborating with underwriters, agents, other case managers, and co-workers.• Perform in-depth background research and order and manage medical records for applications.• Initiate and administer the policy benefit increase process to generate additional revenue.• Train new hires in learning the insurance application process and client management.• Serve as the go-to person for any miscellaneous customer service questions or concerns. Show less

Bar Attendant

• Apr 2010 - Jul 2013

Offer excellent customer service and multitasking skills. Effectively maintain a courteous and professional demeanor in a fast-paced environment. Take customer orders, operate computer terminal and serve beverages and food. Continuously maintain inventory and sustain high levels of cleanliness. Ensure account is properly counted and accurate. Offer excellent customer service and multitasking skills. Effectively maintain a courteous and professional demeanor in a fast-paced environment. Take customer orders, operate computer terminal and serve beverages and food. Continuously maintain inventory and sustain high levels of cleanliness. Ensure account is properly counted and accurate.

Volunteer

• Jun 2010 - Mar 2011

Escort patients to their designated treatment areas. Ensure that patients and visitors feel comfortable and address any questions they may have. Escort patients to their designated treatment areas. Ensure that patients and visitors feel comfortable and address any questions they may have.

Volunteer

• Oct 2007 - May 2008

Tutored and mentored students at Georgia O’Keefe Middle School. Fostered a constructive and supportive environment for disadvantaged youth to learn and grow personally and academically. Tutored and mentored students at Georgia O’Keefe Middle School. Fostered a constructive and supportive environment for disadvantaged youth to learn and grow personally and academically.