Experience

Brokers Clearing House, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Life Insurance Case Manager

  • Jun 2021 - Present

  Remote



Comprehensive Financial

• Client Service Specialist

  • May 2015 - Feb 2021

  East Islip, NY



Crump Insurance

• United States
• Insurance
• 200 - 300 Employee

• Case Manager

  • Jan 2014 - May 2014

  Melville Reviewed all incoming insurance applications to make sure they are properly/thoroughly completed. Communicated application status to all interested parties (agents, carriers, sales, management, etc.). Proactively received all necessary actions to move the application process forward. Negotiated for preferential rates with various insurance carriers. Maintained and solidify relationships with the agents (clients) that submit business through Crump.



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Case Manager

  • Nov 2007 - Oct 2013

  Melville Ownership of assigned cases from receipt of application until policy placed in force. Supplied timely and informative service to carriers, responding to telephone and email inquiries on pending cases. Ability to communicate verbally and in writing to clarify requests and obtain documentation required to make a medical decision. Responsive as a primary point of contact for service escalation problems and service concerns. Delivered service excellence as a crucial resource for Elite… Show more Ownership of assigned cases from receipt of application until policy placed in force. Supplied timely and informative service to carriers, responding to telephone and email inquiries on pending cases. Ability to communicate verbally and in writing to clarify requests and obtain documentation required to make a medical decision. Responsive as a primary point of contact for service escalation problems and service concerns. Delivered service excellence as a crucial resource for Elite producers. Reviewed life applications and supporting documents; entered life applications into required electronic format; communicated with case managers telephonically and via email. Assisted underwriters in managing, monitoring high-target cases, rush requests and emails. Maintained service levels for new business, underwriting requirements and follow-ups. Participated in cross-training plans to prevent gaps and had extensive training on policy issue, 1035 processing, placing policies in force ensuring coverage of key functions. Maintained relationships with case managers and key distribution partners serving as primary liaison between the producer, underwriter and sales distribution team. Show less



Cianciotti Planning

• Administrative Assistant

  • 1997 - 2007

  -Assistant responsible for providing service support to clients and handling policyholder requests -Liaison between client and insurance companies -Experience with carrier illustrations running new business and in force illustrations -Provide company service forms for policy changes and insure they have been processed -Scheduled medical exam and follow up with required underwriting requirements -Utilized carrier agent portals to assist agent and clients with pending and in force… Show more -Assistant responsible for providing service support to clients and handling policyholder requests -Liaison between client and insurance companies -Experience with carrier illustrations running new business and in force illustrations -Provide company service forms for policy changes and insure they have been processed -Scheduled medical exam and follow up with required underwriting requirements -Utilized carrier agent portals to assist agent and clients with pending and in force business Show less