Experience

SE2, LLC

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Annuity Death Claims (Associate)

  • Jul 2021 - Present

  Job Profile LIFE INITIAL DEATH NOTIFICATION • Received Notification regarding death of insured via OnBase Interface. Updating Date of death and Death notification date in LifeCad(Processing Interface) • Terminating Bank details of owner in LifeCad • Terminating financial transactions after Date of death like SSW and RMD. • Identifying correct Beneficiary and sending death claim packet to them via Tango Tool. • Running Death Claim Pending Transaction to make sure no further transaction is processed as insured is deceased. • Sending forms in tango tool as per state of beneficiary and as per beneficiary relation accordingly. Examples – Trust affidavit form, spousal form etc. Job Profile ANNUITIES INITIAL DEATH NOTIFICATION • Received Notification regarding death of insured/owner via OnBase Interface. Updating Date of death and Death notification date in LifeCad(Processing Interface) • Terminating Bank details of owner • Terminating financial transactions after Date of death like SWD and RMD. • Identifying correct Beneficiary and sending death claim packet to them via Tango Tool. • Creating backfile request if beneficiary is not mentioned. • Running claim transfer transaction and Death claim pending transaction as per Beneficiary relation. • Sending forms in tango tool as per state of beneficiary and as per beneficiary relation accordingly. Examples – Trust affidavit form, spousal form, Withholding Form etc. Job Profile Death Claims • Manages claim process from initial filing by policyholder to decision • Processing transactions like LUMPSUM, DEFERAL, SPOUSAL, TRANSFER. • Verify information provided on insurance application. Making sure that W-9 form , DC and Distribution form is received with signature, name & other details. • Processed payment for death claims • Prepared detailed and well crafted letters to beneficiaries explaining what was the need for our claim decision or sending NIGO letter. • Application software used – LifeCad AND OnBase. Show less



EXL

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Claims Adjudication Associate

  • Oct 2019 - Mar 2021

  Job Profile Ace Team (Absence Claim Examiner) • Interpreting and Evaluating FMLA claims and medical certification to make sure information is complete and authentic. • Review underwriting requirements necessary to process these FMLA claims and medical certifications such as Duplicate, authorization required , coverage, recertification and sending e-mail to employer. • Determine if Claims should be approved or denied. • Application software used – DCMS • Taking daily huddle Job Profile Ace Team (Absence Claim Examiner) • Interpreting and Evaluating FMLA claims and medical certification to make sure information is complete and authentic. • Review underwriting requirements necessary to process these FMLA claims and medical certifications such as Duplicate, authorization required , coverage, recertification and sending e-mail to employer. • Determine if Claims should be approved or denied. • Application software used – DCMS • Taking daily huddle



Ameriprise

• Gurugram, Haryana, India

• Retirement Annuties(Associate)

  • Sep 2015 - May 2017

  Money Movement team (PILOT PROCESS) • Processed distribution for retired clients. • Confidently helped clients with distributing funds from their accounts through avenues such as withdrawls. • Processed Partial withdrawal and Full withdrawal. • Processed RMD. • Processed CM approval on the transactions. • Facilitated IRA rollover. • Processed SWD(Systematic withdrawal)transactions for clients • Processed Conservation on clients account Licensing and Appointment team • Broker Dealer change on contract • Change of agents for clients • Update Training for advisors • Termination of agent • Worked on Agent address change • Updating agent’s license Show less