Financial Services Specialist
Current- Served as Subject Matter Expert on Single Premium Annuity Contracts with unclaimed retirement/death benefits, including Contract Interpretation and Explanation of benefits to annuitants and beneficiaries.
- Intensive investigative research into missing/unlocated annuitants/beneficiaries and contact through multi media including but not limited to telephone and postal service, some of which were located outside of the.
- Basic understanding of actuarial science ranging from basic mathematics to more advanced problem solving in order to create elections packages and claims documents for annuitants.
- Developed one on one personal relationships with annuitants and beneficiaries as claims could span from 30 days to multiple years. Handled cases all the way from first contact to first pay out.
- Processed in various technical systems to create annuitant and beneficiary accounts to start or manage payments.
- Pulled and managed my own reports and workflow every month with little to no supervision, adding approximately forty-five new cases while also managing a daily on-going follow up report.