Experience

National Benefit Life Insur Co

• United States
• Financial Services
• 1 - 100 Employee

• Ops Support Analyst

  • 2015 - Present

  . Reconcile accounts to the general ledger using PeopleSoft, Monarch and Excel• Review daily/monthly transaction reports and perform system control testing; review documents for accuracy and completeness• Coordinate with Managers and users to identify and resolve account Out of Balance, Open items and potential write off• Lead and assist with projects that affected the productivity of the company• Performs Integral duties within a budget committee; allowing the committee to maintain fiscal responsibility



National Benefit Life Insurance Company

• Claims Adjuster

  • 2013 - 2015

  • Examine pertinent information to audit claims and ensure they are processed in accordance with contract• Complete daily, weekly, and monthly claims reports to summarize findings regarding the number of errors, types of errors, reasons for errors, and recommend corrective action• Perform extensive investigations via investigative company in search of indisputable information for claims process• Prepare journal entries to reconcile loan and premium accounts associated with claims adjudication to general ledger using PeopleSoft• Prepare vouchers for vendors and customers with necessary supporting documents• Work directly with Senior Vice President to analyze claim investigations and assessments• Collect and maintain evidence for over 500 polices placed on waiver of premium due to insured’s disability including customer correspondence, disability verification, and conversion of polices • Review and approve Vouchers and Journals

• Supervisor

  • 2011 - 2013

  • Plan, direct, and control the activities of 4 Operational Specialists with 7 functions• Ensure functions are completed in accordance with set procedures in a timely and efficient manner• Reconcile accounts by reviewing input versus output, out of balance, and errors, re-performed transaction entries to determine required adjustment(s)• Review and approve vouchers, adjustments and overrides on a daily basis • Develop new strategies to organize and maintain processes that reduced lead time for identifying and resolving customers’ requests by 50%• Assist employees with their level of urgency towards their responsibilities• Conduct interviews and continued evaluations of current and potential employees• Perform weekly or bi-weekly meetings to improve productivity within the department• Lead and assist with projects that affected the productivity of the company



National Benefit Life Insur Co

• United States
• Financial Services
• 1 - 100 Employee

• Operational Specialist

  • 2009 - 2011

  • Apply payments to customer policies, issued refunds, and verified recorded transactions for accuracy and completeness• Perform research using financial documents and correspondence to verify accuracy of account balances• Perform daily functions using Excel, Word and Access• Communicate with customers regarding their requests• Use compassionate and professional communication to ensure a positive customer service • Apply payments to customer policies, issued refunds, and verified recorded transactions for accuracy and completeness• Perform research using financial documents and correspondence to verify accuracy of account balances• Perform daily functions using Excel, Word and Access• Communicate with customers regarding their requests• Use compassionate and professional communication to ensure a positive customer service