Case Manager

Case Manager Team Lead - AIG American General

• Sep 2013 - Apr 2016

• Proactively supported distribution partners and underwriting by acting as owner of new business cases; performed quality reviews, monitored pending requirements for underwriting approval, and followed-up on delivery requirements for conditionally issued cases, premium management, and case issues. • Championed key issue resolution using strong communication skills, business knowledge, and understanding of new business goals; guided team members, led meetings, distributed work, and assisted New Business Case Management Supervisor in setting and achieving performance targets. • Built productive relationships with Insurance Marketing Organization (IMO) personnel; issued and paid on multi-million dollar policies and contributed insights during regular meetings to drive sales goals.• Handled high-volume daily calls and emails with distribution partners, sales, and vendors regarding case handling and requirements; worked diligently to solve and prevent problems. • Placed Inforce cases (20+/day) resulting in $25K+ per month for company and distribution partners.

New Business/PolicyOwner Services Manager - AIG American General

• Mar 2000 - Sep 2013

• Managed operations and personnel for multiple departments in the Life Insurance business unit, including Policy Owner Services, New Business, 1035 Exchange, Team Case Coordinators, Correspondence Team, Issue Team, and Customer Service; teams included virtual and on-site members.• Created a productive, team-oriented environment to foster motivation and top performance, resulting in quality customer service as well as bottom-line profit boosts for the company and distribution partners.• Developed/mentored/counseled team members to thrive and earn promotions; assisted in educating and entertaining IMO agents and case managers both in-office and remotely.• Prepared carrier submissions and worked with underwriters on renewal terms with strict attention to deadlines; prepared client proposals, sent policies, and maintained accurate records. • Led high-performing team of 11+ individuals, achieving consistent 90% delivery on service level agreements (SLA); championed timeliness, thoroughness, and accuracy.