Reconcile payments and invoices for Medicare supplemental and part D plans from employer sponsored group policies and carriers.Calculate and process commission payments for plan brokers and agents.Answer questions via phone from plan administrators, brokers and members regarding plan billing, payment history and commission structure.

Performed searches and cross-referenced customer policies, contracts and accounts in order to aggregate outstanding client policies for the purpose of thorough disbursement of funds. Utilized multiple computer systems and company databases across multiple lines of business to determine the status of account while meeting a high standard of accuracy within strict deadlines.Identified necessary policy information needed to order archived paperwork to identify and determine the status of a policy holder.

Processed incoming new policy requests from brokers, determined the type of coverage, selected the appropriate SIC code and assigned the account to an underwriter.Created policy and endorsement drafts, accurately entering information into the appropriate template and submitting for underwriter approval.Sent approved policy drafts and endorsements to the broker and forward to booking to have appropriate updates made in the company systems.

Supported underwriting team, responding to information requests in a timely manner. Assisted with processing renewals for 150-200 assigned accounts across specialty commercial lines of business.Reviewed customer insurance applications for accuracy, researched and analyzed risk to price premium costs. Succinctly documented rate justifications following underwriting best practices. Compiled and verified insurance renewal quotes before sending to customers. Processed midterm data and rate changes and issued compliance letters to inform customers of their policy status.Accurately entered and updated customer data, policy endorsements and servicing details in rating system. Efficiently completed workload and assisted other departments to meet deadlines.As USB Service Representative on the Alliance Team, rated and quoted policies according to specific alliance parameters. Bound and issued policies and sent policy renewal letters.Successfully managed small team in project to transfer approximately 5,000 Chubb policies to Ace Insurance after acquisition. Created and maintained Excel spreadsheets of essential policy information checking them on a daily basis accuracy and completeness to maintain data integrity ensuring policies were transferred correctly and on schedule.

Provided high quality customer service via 1-800 line and email to clients, brokers and financial advisers answering questions on the rules associated with their employer sponsored 401(k), 401(a), 403(b) 457 retirement plan.Efficiently and accurately processed trades, loans, withdrawals and account update instructions in company record keeping system in both Trac and Omni platform.Provided follow-up resolutions to technical inquiries that could not be immediately answered by working with supervisors, plan managers and processing teams.Performed coaching and training of newly hired Service Representatives on job functions and navigating the company’s record keeping systems. Provided management with feedback and progress updates.Increased team call quality by several percentage points by reviewing monthly service quality reports, identifying the areas in which improvement is most needed and presenting findings in bi-weekly team meeting to discuss ways in quality in those areas can be improved.