Bethany Solack Email & Phone Number

Columbus, Ohio Metropolitan Area

• 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 United States, such as Poland, France, Thailand, and Mexico.• 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.• Managed and processed deaths of single premium annuity contracts which involved paying out death benefits and/or collecting overpayments. • Received numerous awards and recognition, including but not limited to NF Recognition Program Quarterly Winner, presented by Kirt Walker and Associate of the Quarter in IPSO presented April VanDervort.

Columbus, Ohio Area

• Basic ophthalmic ordering and billing.• Oversee daily office clerical duties.• Manage confidential client information.• Schedule appointments for Doctor.• Perform monetary transactions and invoice reconciliation.• Provided excellent customer service.

Dublin, Ohio

• Provided superior frontline customer service by answering phones and assisting clients.• Managed a staff of ten associates and assisted them with animal health and safety, Doggie Day Camp, and cleaning of facility, plus additional services as requested by clients.• Promotions and upselling of hotel services and amenities.• Aided owners during check-in and check-out by reviewing reservations, pet behavior evaluation and animal health and safety examination.• Conflict resolution; both animal and customer.

Plain City, Ohio

• Managed and organized confidential customer information• Order processing and invoicing• Successfully created and maintained accounts receivable/payable log while performing weekly collection calls.• Readied all outgoing mail and distributed all incoming mail• Performed Customer credit checks, created and maintained new accounts• Point of contact for Company Website and performed all data entry• Cross-trained to cover positions of any absent employees

Athens, Ohio

• Provided superior customer service by giving tours of the properties, assigning apartments, and compiling lease contracts• Performed background/credit checks, database management and processed payments• Scheduled appointments with prospective tenants• Assisted in advertising and notification campaigns on the property• Managed the office on the weekends