Experience

TruStage

• United States
• Financial Services
• 700 & Above Employee

• Underwriter II

  • Oct 2022 - Present

  United States



Valley Forge Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Underwriting Administrator

  • Feb 2020 - Oct 2022



JG Wentworth

• United States
• Financial Services
• 200 - 300 Employee

• Underwriter

  • 2017 - Jan 2020

  Chesterbrook, PA • Completes the timely processing and risk identification of structured settlement/annuity payment purchasing files. • Collects necessary documentation required throughout the life of the transaction; including but not limited to: court orders, settlement agreements, trust and estate paperwork. • Collaborates effectively with other departments on daily management and retrieval of missing documents. • Responsible for reviewing and preparing files prior to the customer’s court date for… Show more • Completes the timely processing and risk identification of structured settlement/annuity payment purchasing files. • Collects necessary documentation required throughout the life of the transaction; including but not limited to: court orders, settlement agreements, trust and estate paperwork. • Collaborates effectively with other departments on daily management and retrieval of missing documents. • Responsible for reviewing and preparing files prior to the customer’s court date for funding. • Understands specific requirements driven by each State’s Structured Settlement Protection Act, insurance company demands, and internal business practices. • Responsible for using discretion and complying with customer privacy policies during file review and while accessing search databases. • Creates and delivers informational packages to our network of outside attorneys to file petitions in 50 states for approval to purchase annuity payments. Show less



RANDSTAD

• Claims Analyst II / Account Supervisor

  • Feb 2017 - Jun 2017

  Glen Mills, PA • Utilize strong active listening skills to educate and assist customers regarding fraud and non-fraud claims. • Investigate and resolve all issues involving ATM, debit card or Automated Clearing House (ACH) transactions. • Employ excellent multi-tasking abilities to access various systems to initiative new claims, follow up on existing claims, make account adjustments when appropriate, appeal denied claims, and research and resolve other complex customer concerns. • Adhere to all… Show more • Utilize strong active listening skills to educate and assist customers regarding fraud and non-fraud claims. • Investigate and resolve all issues involving ATM, debit card or Automated Clearing House (ACH) transactions. • Employ excellent multi-tasking abilities to access various systems to initiative new claims, follow up on existing claims, make account adjustments when appropriate, appeal denied claims, and research and resolve other complex customer concerns. • Adhere to all administrative and privacy policies, including but not limited to confidentiality, non-disclosure, and product-specific material usage. Show less



Aerotek

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Licensed Insurance Agent

  • Sep 2016 - Dec 2016

  Blue Bell, Pennsylvania •Telesales Agent: Humana Part D (PDP)



CIGNA

• Underwriter

  • Jan 2015 - Jan 2016

  • Successful completion of extensive 15 week Select Underwriter Training at Cigna University • Manage an assigned book of business, focused on attaining profitable growth, persistency, and earnings. Develop and monitor account earning plans to achieve growth and profitability. • Perform case-specific risk assessments; including but not limited to evaluating claim experience and analyzing total case profitability. • Demonstrate thorough understanding of manual rating models and related… Show more • Successful completion of extensive 15 week Select Underwriter Training at Cigna University • Manage an assigned book of business, focused on attaining profitable growth, persistency, and earnings. Develop and monitor account earning plans to achieve growth and profitability. • Perform case-specific risk assessments; including but not limited to evaluating claim experience and analyzing total case profitability. • Demonstrate thorough understanding of manual rating models and related pricing tools. • Demonstrate thorough knowledge of pricing adjustments and available plan designs. • Demonstrate thorough understanding of logic and concepts of Experience Rating to develop claim costs. • Ability to assess financial risk based on multiple information sources. • Responsible for account level rate development and conducting customer negotiations with other underwriting areas and Sales on intermediate complexity book of business. • Develop strategic recommendations related to market competition, product development, and market pricing decisions. • Assist Sales with customer presentations and act as financial consultant on case-specific issues. • Collaborate with product/pricing matrix partners to provide input on market level product and pricing needs. • Mentor new hires and/or underwriters in training. • Manage accounts of all sizes of eligible lives, slice or exclusive, multiple markets/products offered. Show less



Reliance Matrix

• United States
• Insurance
• 700 & Above Employee

• Service Operations Specialist

  • May 2007 - Aug 2014

  • Subject matter expert on the Service Operations Specialist process and maintains current listing of best practices for the Service Operations Specialist position. • Provides post-submission implementation and plan set-up support to new policyholders and existing policyholders adding additional lines of coverage to their inforce policies, including but not limited to Life AD&D, Short & Long Term Disability, Dental, Medical, and Vision Coverages. • Creates client specific Welcome Letters… Show more • Subject matter expert on the Service Operations Specialist process and maintains current listing of best practices for the Service Operations Specialist position. • Provides post-submission implementation and plan set-up support to new policyholders and existing policyholders adding additional lines of coverage to their inforce policies, including but not limited to Life AD&D, Short & Long Term Disability, Dental, Medical, and Vision Coverages. • Creates client specific Welcome Letters and Contact Lists and dissimilate administrative information to new clients including all administrative materials and provide instruction on their appropriate and varied usages. • Proactively initiates dialogue with new policyholders to insure proper training on how to administer new coverages, including but not limited to online billing support training, online administrative system training, and plan design confirmation. • Services inforce accounts by handling client calls, providing clients with necessary forms & information, and facilitating changes to existing accounts through the Regional Sales Office. • Provides renewal packets to clients in timely manner to facilitate coverage persistency. • Trains new employees on all aspects of the Service Operations Specialist role for Reliance Standard Life Insurance Company including but not limited to the usage of the PACS system, product training and E-services Platform (accessing information via Reliance Standard Life Insurance Company’s Website such as form location, eligibility and online payment of premiums). Show less



Genworth Financial

• Sales Support Specialist

  • 1997 - 2007

  • Processes New Business by imputing employee demographic information, verifying accuracy of rates and completeness of required data. Produces accurate rates and create Formal Proposals to facilitate the sale of New Business • National Subject matter expert on the processing of proposals and use of new processing system. • Created training manuals for such systems as Proposal processing, E-Services and New Business implementation. • Travel to various offices to assist in training of… Show more • Processes New Business by imputing employee demographic information, verifying accuracy of rates and completeness of required data. Produces accurate rates and create Formal Proposals to facilitate the sale of New Business • National Subject matter expert on the processing of proposals and use of new processing system. • Created training manuals for such systems as Proposal processing, E-Services and New Business implementation. • Travel to various offices to assist in training of new employees (Group Sales Representative, Sales Support Specialists and Proposal Processors) in Life AD&D, Short & Long Term Disability, Dental, Medical, and Vision Programs. • Train new employees on all internal systems for Genworth Financial including but not limited to Proposal processing, New Business implementation and E-services Platform (accessing information via Genworth Website such as certificates, eligibility and online payment of premiums). • Create and maintain accurate persistency reports for Sales Team. • Instrumental in the Licensing and Appoint process for Insurance Brokers. Duties included but were not limited to the initiating the State Appointment and the State Appointment Renewal processes and the maintenance of all agent records. • Services enforce accounts by handling client calls, providing clients with necessary forms & information, and facilitating changes to existing accounts. Show less