Lottie Workman

Senior Case Manager/Underwriting Consultant at AdvisorNet Insurance
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Location
Minneapolis, Minnesota, United States, US

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Senior Case Manager/Underwriting Consultant
      • Apr 2018 - Present
    • Account Executive
      • Jul 2014 - Present
    • Sr Case Manager
      • Jul 2014 - Mar 2018

      Case manager from start to finish processing. Case manager from start to finish processing.

    • 1 - 100 Employee
    • Advanced Case Manager
      • Apr 2008 - Aug 2013

      Manage cases for potential Insurance customers. Work with both the Agency and the Underwriter to obtain information and provide status updates on pending cases. May often process the file from the beginning at Data entry to the completion at Issue/placement. Work with all Individual Life Insurance Products and handle the high Face Amount cases. Manage cases for potential Insurance customers. Work with both the Agency and the Underwriter to obtain information and provide status updates on pending cases. May often process the file from the beginning at Data entry to the completion at Issue/placement. Work with all Individual Life Insurance Products and handle the high Face Amount cases.

    • Administrative Assistant
      • Apr 2004 - Mar 2008

      Supported the needs of 8 Supervisors in the Telephone Interview Department. Maintained, updated, and assembed training materials for RN and LPN training. Conducted Telephone Interviews for carriers that did not require a Medical Professional to complete. Supported the needs of 8 Supervisors in the Telephone Interview Department. Maintained, updated, and assembed training materials for RN and LPN training. Conducted Telephone Interviews for carriers that did not require a Medical Professional to complete.

Education

  • NHCC
    1996 - 1998

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