Experience

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  SterlingBridge Insurance Agency

  • Worcester, MA

  • Case Manager III

    • Oct 2010 - Present
    • Worcester, MA

    Processing life, disability, and long term care insurance applications to submit to various insurance carriers. Review all applications for completeness. Work with the client and agent to obtain any missing information. Once the applications are in good order, remit to the insurance carriers for...

• 

  Unum

  • United States
  • Insurance
  • 700 & Above Employee

  • Disability Benefit Specialist

    • Jun 2002 - Sep 2009

    Evaluate individual disability claims from insurers and investigate eligibility to receive benefits by utilizing medical, vocational and legal resources.Distribute benefits to all valid claims in a timely manner using critical analysis and logical judgment. Exercise reliable, responsive, and empathetic service throughout all customer interactions. Develop an understanding and working knowledge of all Unum disability products, policies, and contracts including their provisions, clauses, exclusions, riders, and waivers as well as statutory requirements. Prepare letters for all eligibility decisions. Interviews with clients, employers, financial, and medical professionals. Obtain and verify medical, financial, and employment documentation needed to determine initial and ongoing liability.

  • Sr. Rating Specialist (Case Design)

    • Jun 2000 - Jun 2002

    Providing Individual Disability Insurance rates/marketing/enrollment services for large multi-life Fortune 100 and Fortune 500 Companies. Design, develop, implement innovative marketing materials through PC based applications. Serve as primary consultant between internal corporate and external producers.

  • Advanced Underwriting Specialist

    • Aug 1999 - May 2000

    Responsible for comprehensive management of processing of Advance Underwriting and Case Design Center cases. Prepare sales/underwriting offer letters. Verifying rates and plan designs to the offer. Setup and preparation of marketing and enrollment materials. Quality checking of marketing materials to coincide with the offer and plan design.

  • Sr. Customer Service Representative

    • Dec 1996 - Jul 1999

    Providing Customer Service within Group Insurance Department. Lines of coverage include, Long Term Disability, Short Term Disability, Life, and Accident and Dismemberment. Duties include initial case set up, enrolling new employees, processing employee changes, premium processing, and delinquency. Scanning and indexing documents. Rotate in and out of busy Customer Service Call Center. Analyze and resolve problems within a group. Responsible for over 600 group cases. Assisted the training department with testing systems and composing a training manual.

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  American Steel and Aluminum Corp.

  • Auburn, MA

  • Inventory Control

    • Feb 1987 - Dec 1994
    • Auburn, MA

    Inventory control of a multi-million dollar steel inventory. Posting of all incoming and outgoing inventory. Updating costs, cost averaging, accruals, inventory adjustments and accounts payable. Maintaining a separate consigned inventory for 3 Japanese vendors. Created and maintained usage re...