Cheryl Lewis Email & Phone Number

Portland, OR

Rapidly progressed with my understanding of the life and disability products offered by The Standard. Process the full range of Employer/Group Contracts for Life and Disability products once all the information is provided by Sales which Includes scrubbing the new case once received to the generation of the documents to send to the field. - Received.

Tigard, OR

Assisted customers with their purchase choices, answered questions and accept payment for their purchases.

San Francisco, CA

Reviewed and resolved complex issues, created and wrote language for new and unique benefits, prepared custom group contract documents including the Booklets for local and national plans in accordance with the benefit package sold. Determined if a new and unique benefit can be allowed for the current plan and, if necessary, submit the new benefit for.

San Francisco Bay Area

PCross-functional teaming with various departments to strategize on a prospective client and negotiate mutually agreeable deadlines for receipt of responses, review of questionnaire drafts and release of the final product. Coordinated with various team members for responses; then create and write client-specific responses to complex questions addressed in.

Facilitated strategy sessions with various personnel including the Sales Representative, Underwriter and other personnel affected by the prospective client to negotiate mutually agreeable deadlines for the return of requested information, questionnaire drafts and release of the final product. Collaborated with various team members for responses; then use.