Experience

AGIA Affinity

• United States
• Insurance
• 100 - 200 Employee

• Member Benefits Account Maintenance

  • May 2012 - Present

  Scottsdale, AZ Responds to customer requests and questions regarding service, products and account information. Analyzes and rectifies customer concerns using established procedures. Responsible for documenting and responding to all inquiries in a timely and appropriate manner that is representative of the company. Follows up on inquiries with research as needed and routes the customer queries that cannot be determined to the appropriate staff for resolution.

• Assistant Underwriter, Operations

  • Nov 2011 - May 2012

  Scottsdale, AZ Responsible for providing support to the underwriting team, as well as performing administrative and reception duties. Assist underwriters with pending case loads by ordering requirements (medical records, exams and inspection records) as directed. Process correct delay, follow-up, approval, and decline letters in a timely matter. Report MIB codes, update underwriting queues through Genelco. Process New York Life account invoices to be submitted for payment as well as securely send files to… Show more Responsible for providing support to the underwriting team, as well as performing administrative and reception duties. Assist underwriters with pending case loads by ordering requirements (medical records, exams and inspection records) as directed. Process correct delay, follow-up, approval, and decline letters in a timely matter. Report MIB codes, update underwriting queues through Genelco. Process New York Life account invoices to be submitted for payment as well as securely send files to carriers when requested. Administrative duties consist of scheduling interviews, photocopying, ordering supplies, coordinate facility and maintenance requests, adhere to HIPAA privacy log, as well as provide service for shipping and receiving. Coordinate annual Trip Reduction Program; implement and execute a plan to reduce single occupancy vehicle rate within AGIA associates.



Wells Fargo Credit Card Services

• Customer Service Representative

  • Jan 2010 - May 2010

  -Responsible for answering questions and complaints, pertaining to, payments, interest rates and transactions. Successfully cross-sold products.



Wells Fargo Business Payroll

• Operations Processor

  • Jul 2007 - Jan 2009

  - Worked one-on-one with Account Managers when problems arose and successfully planned and executed a solution to the problem. -Worked alongside team members to help distribute year end documents such as W-2 and 1099 forms to the correct employers.