Cassandra Mcmann Email & Phone Number

Des Moines, Iowa, United States

Des Moines, Iowa, United States

Des Moines, Iowa Area

Review life insurance applications for accuracy and missing requirementsCommunicate requirements and application status to agents and IMOsAct as liaison between the writing agent and the underwriting facilityFollow up with paramedical companies for status of medical appointmentsMaintain available status during scheduled phone shift

Des Moines, Iowa

Review annuity applications for accuracy and missing requirementsCommunicate requirements and application status to agents and IMOsAct as liaison between the writing agent and the suitability departmentInitiate and follow up on transfer and 103 exchange of fund requestsMaintain available status during scheduled phone shift

Nebraska State Penitentiary; Lincoln, Nebraska

Update and maintain the department database for all incarcerated sex offenders for the State of Nebraska Review each individual against state evaluation criteria and provide preliminary reports to the review committeeComplete criminal history background research on the individual's prior offenses Obtain the documentation from various law enforcement agencies, County and District Attorney offices and County and District Courts for evaluation needsRefer inmates to our clinical review team for mental health treatment recommendations based on offense detailsRun weekly reports for prioritization of evaluationsRun weekly, monthly, and annual reports, reporting the results to the evaluation team, State Attorney's office, Department of Health and Human Services, and other required state agenciesRun monthly and bi-monthly audits on the database ensuring the accuracy of the information and to identify any inefficiencies in the process

Lincoln, Nebraska

Provide a great first impression for the company by maintaining cleanliness of the lobby areaAnswer the multi-line phone system, respond to all email and fax requests. Scheduled appointments and surgeries for the clinic of 4 veterinariansPerform appointment reminder phone calls, write and mail treatment remindersMaintain client information in both paper and electronic files Perform appointment check-ins, check-outs, schedule follow-up appointments as directed Reconcile nightly depositsPlan staff appreciation events and clinic participation in fundraising events Organize staff training luncheons with various industry representativesAssist the office manager with inventory, supply orders, staff scheduling, and supervise pre-veterinary students and veterinary assistants in their office dutiesAssist with company marketing by updating the company website, creating and updating the company Facebook page, and developing and implementing monthly promotional specials

Lincoln, Nebraska

I started my career with Dell in the mail room where my duties were open, sorting, and scanning mail as well as identifying policy numbers for pieces of mail without identifying information. I then transferred to the data entry department working with life insurance policies. During my time on the data entry team I was promoted to a quality assurance processor and was responsible for training new employees and was selected to create a process for replacement applications.As business needs changed, I was asked to fulfill a project roll for the annuity call center. When the project ended I kept my roll on the phone team and began training new employees for this team as well as managing escalated phone calls. After about a year, I transferred to a financial processing initiative team for annuities. While on this team I was promoted to Senior Representative, became direct contact for our highest producing agents, and was responsible for all reports sent to our client home office.When the initiative ended I became the Senior Representative team for the Regulation 60 processing team for our client. My duties included being primary contact for all high producing agents in the state of New York, calculating all Regulation 60 figures for annuity policies for our client company and supervising three other team members. During this time I helped create and maintain a database that would automate the calculation of Regulation 60 figures life insurance and annuity policies.I transferred to the annuity tax reporting team where I processed all taxable transactions for annuity policies, prepared tax documents for all withdrawals, deposits, and other taxable events, and reconciled state and federal tax withholding reports as well as international tax withholding reports.In addition to my duties on the tax team I was also a selected trainer for our global utilization teams and a member of the process standardization teams for financial, non-financial, and tax processes.

Associate Of Arts And Sciences - Aas, Legal Assistant/Paralegal

Activities and Societies: DMACC Honors Program, Phi Theta KappaI graduated from Des Moines Area Community College with my Paralegal A.A.S..

Education record

Activities and Societies: Lincoln Southeast Shirettes