Experience

Athene

• United States
• Financial Services
• 700 & Above Employee

• Team Lead

  • Aug 2022 - Present

• Claims Specialist

  • Oct 2017 - Aug 2022

  Consistently measuring above all productivity goals and quality goals with a 184.5% productivity to goal and 99.75% quality to goalVerifies security requirements on all transactions prior to executing the request in the admin systemsProcess transactions – address changes, surrenders, customer portal, withdrawals, death claims, etcProvide information or explanations of our products, along with terms and conditions of our policiesFormulate correspondence with customers through both verbal and written methodsEnsures and documents the appropriate response to each question from the beneficiary, which can range from simple to complexWorking Special Projects including: process improvement process working with the director of insurance operations, started the QA pilot program for death notifications, identified an interest rate process that saved the company countless dollars in overpaid interest, owned a major system cleanup project, rebuild and revamp of the current claims forms. Sends out a tips and tricks monthly email to processing teamProvides coaching and trainings new employees on proper ways to process claims while staying organizedAssists in researching and processing delicate claims situationsRuns team incentive to both give back to employees and empower employees to strive for strong quality and productivity goals Show less



Appliance Professionals

• West Des Moines, Iowa, United States

• Office Manager

  • 2015 - 2017

  Forward information by receiving and distributing communications; collecting and mailing correspondence; copying information Maintain supplies by checking stock to determine inventory levels; anticipating requirements; placing and expediting orders; verifying receipt; stocking items; delivering supplies to workstations Help with sales to customers and answer multi-line phones Monitor incoming emails and answer or forward as required Maintain office filing and storage systems Fax, scan and copy documents Help With Advertising for the business's merchandise Show less