Experience

Athene

• United States
• Financial Services
• 700 & Above Employee

• Annuity Retention Specialist

  • Jul 2009 - Aug 2014

  Worked with representatives and clients with the primary goal of preserving the client relationship and contract with Athene. • Actively challenged surrender/replacement requests. Informed clients of all available options and consequences. • Ensured all replacements met various state regulations. • Conserved well over $25,000,000.00 from 2009 to present. • Maintained the Conservation Access Database. Providing management with detailed reports. • Developed and maintained… Show more Worked with representatives and clients with the primary goal of preserving the client relationship and contract with Athene. • Actively challenged surrender/replacement requests. Informed clients of all available options and consequences. • Ensured all replacements met various state regulations. • Conserved well over $25,000,000.00 from 2009 to present. • Maintained the Conservation Access Database. Providing management with detailed reports. • Developed and maintained policies and procedures. Handled customer interaction including written correspondence and telephone inquiries.

• Senior Claims Analyst

  • Jan 2005 - Jul 2009

  Successful in investigation and adjudication of all annuity death claims as the Third Party Administrator for General American, Transamerica and Kemper Annuity and Life Insurance Company contracts. • Managed multiple tasks, making accurate and prompt decisions involving contract provisions and claim settlement in compliance with state and SEC regulations. • Demonstrated competencies in investigation, analysis, and decision making. • Effectively carried out decisions and dispute… Show more Successful in investigation and adjudication of all annuity death claims as the Third Party Administrator for General American, Transamerica and Kemper Annuity and Life Insurance Company contracts. • Managed multiple tasks, making accurate and prompt decisions involving contract provisions and claim settlement in compliance with state and SEC regulations. • Demonstrated competencies in investigation, analysis, and decision making. • Effectively carried out decisions and dispute resolutions using strong interpersonal and communication skills. • Performed quality reviews, maintained accuracy and service standards, and identified process improvement opportunities.

• Annuity Specialist

  • Jan 2002 - Jan 2005

  Competently processed list bills and settlement pay-out options as the Third Party Administrator for General American Insurance Company. • Selected for training in St Louis, MO to assume third party administration. • Accurately posted list bill invoice payments in a timely manner. • Processed contract holders’ annuitizations upon maturity of contracts, calculated pay-outs based on contract guidelines.

• Senior Claims Analyst

  • Mar 1998 - Jan 2002

  Adeptly investigated and adjudicated health claims as the Third Party Administrator for Fortis Family and Allstate Insurance Companies. • Selected for training in Atlanta, GA, to assume third party administration of Fortis Family claims • Selected for training in Austin, TX to assume third party administration of Allstate claims. • Successfully analyzed and processed Medicare Supplement, Cancer, Disability, and Loss of Time claims.

• Accounting Clerk IV

  • Dec 1995 - Mar 1998

  Compiled quarterly and annual statements for Liberty Life Insurance Company. • Assisted in completing quarterly and annual financial plans. Proficiently verified and reconciled various accounts.



Master Supply Company, Inc.

• Office Assistant/Bookkeeper (part-time)

  • Aug 1994 - Dec 1995

  • Efficiently performed accounts receivable and payable duties, handled bank deposits, and managed general office duties.



Michelin

• France
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Internal Sales/Adm Assistant

  • Jul 1978 - Oct 1993

  Consumer Relations Representative • Professionally handled incoming consumer calls concerning products. • Effectively resolved consumer issues and offered technical advice related to tire wear. Internal Sales Representative Expertly coordinated special events, handled forecasting and invoicing, provided customer service and administrative support. • Selected for training in Woodbury, NY during relocation of corporate headquarters. • Supported sales manager, three… Show more Consumer Relations Representative • Professionally handled incoming consumer calls concerning products. • Effectively resolved consumer issues and offered technical advice related to tire wear. Internal Sales Representative Expertly coordinated special events, handled forecasting and invoicing, provided customer service and administrative support. • Selected for training in Woodbury, NY during relocation of corporate headquarters. • Supported sales manager, three external representatives, and fifteen distributors. Administrative Assistant to Plant Manager and Personnel Manager Provided technical and clerical support to the Plant Manager, Personnel Manager, and staff. Show less



Physicians & Surgeons to Women

• Certified Medical Assistant

  • Jun 1977 - Jul 1978

  Assisted with medical examinations, lab work, and various other office duties for three OB/GYN physicians.